Cormorant Asset Management, Lp Portfolio Stock Holdings
Cormorant Asset Management, Lp disclosed 46 stock positions valued at approximately $2.0 billion in its latest SEC 13F filing. The largest holdings include PRAXIS PRECISION MEDICINES I, EYEPOINT INC, and EDGEWISE THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 46
- Portfolio Value
- $2.0B
Holdings by Sector
Cormorant Asset Management, Lp Portfolio Holdings in Q1 2026
32 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 14.38% | 885,500 | -64,500 | -6.79% | $285,299,245 |
| EYEPOINT INC | EYPT | Healthcare | 5.37% | 8,265,000 | - | - | $106,535,850 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 5.18% | 3,260,000 | -25,000 | -0.76% | $102,690,000 |
| ERASCA INC | ERAS | Healthcare | 4.73% | 5,800,000 | +5,800,000 | +100.00% | $93,844,000 |
| RAPPORT THERAPEUTICS INC | RAPP | Healthcare | 4.67% | 2,957,521 | -70,000 | -2.31% | $92,540,832 |
| ALUMIS INC | ALMS | Healthcare | 4.39% | 3,949,241 | +313,645 | +8.63% | $87,001,779 |
| ABIVAX SA | ABVX | Healthcare | 4.27% | 760,000 | -590,000 | -43.70% | $84,626,000 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 4.21% | 4,480,433 | +125,000 | +2.87% | $83,515,271 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 4.02% | 950,000 | +950,000 | +100.00% | $79,724,000 |
| BRIDGEBIO PHARMA INC | BBIO | Healthcare | 3.18% | 850,000 | -350,000 | -29.17% | $63,121,000 |
| OLEMA PHARMACEUTICALS INC | OLMA | Healthcare | 2.93% | 3,900,000 | +1,150,000 | +41.82% | $58,149,000 |
| CENTESSA PHARMACEUTICALS PLC | CNTA | Healthcare | 2.10% | 1,050,000 | -275,000 | -20.75% | $41,706,000 |
| INSMED INC | INSM | Healthcare | 1.57% | 190,000 | -85,000 | -30.91% | $31,068,800 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 1.53% | 950,000 | -50,000 | -5.00% | $30,409,500 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 1.50% | 1,425,000 | +1,425,000 | +100.00% | $29,811,000 |
| PHARVARIS N V | PHVS | Other | 1.42% | 1,000,000 | -83,000 | -7.66% | $28,250,000 |
| CORBUS PHARMACEUTICALS HLDGS | CRBP | Healthcare | 1.11% | 2,344,971 | - | - | $22,019,278 |
| ASCENDIS PHARMA A/S | ASND | Healthcare | 1.10% | 95,000 | -5,000 | -5.00% | $21,729,350 |
| ROIVANT SCIENCES LTD | G76279101 | Other | 1.05% | 750,000 | +750,000 | +100.00% | $20,775,000 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 0.80% | 300,000 | +300,000 | +100.00% | $15,816,000 |
| TARSUS PHARMACEUTICALS INC | TARS | Healthcare | 0.80% | 225,000 | -25,000 | -10.00% | $15,783,750 |
| CABALETTA BIO INC | CABA | Healthcare | 0.75% | 5,500,000 | +1,100,000 | +25.00% | $14,795,000 |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | Healthcare | 0.53% | 450,000 | -50,000 | -10.00% | $10,602,000 |
| CRINETICS PHARMACEUTICALS IN | CRNX | Healthcare | 0.46% | 250,000 | -50,000 | -16.67% | $9,080,000 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.43% | 50,000 | -25,000 | -33.33% | $8,451,000 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.43% | 175,000 | +175,000 | +100.00% | $8,435,000 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 0.39% | 200,000 | -25,000 | -11.11% | $7,698,000 |
| MONTE ROSA THERAPEUTICS INC | GLUE | Healthcare | 0.33% | 400,000 | +400,000 | +100.00% | $6,580,000 |
| ARROWHEAD PHARMACEUTICALS IN | ARWR | Healthcare | 0.32% | 100,000 | +100,000 | +100.00% | $6,270,000 |
| VAXCYTE INC | PCVX | Healthcare | 0.29% | 100,000 | -25,000 | -20.00% | $5,811,000 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 0.25% | 350,000 | -50,000 | -12.50% | $4,865,000 |
| CONTEXT THERAPEUTICS INC | CNTX | Healthcare | 0.07% | 529,550 | +529,550 | +100.00% | $1,387,421 |
Cormorant Asset Management, Lp Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | OLMA | Olema Pharmaceuticals, Inc. | CALL | 500,000 | $7,455,000 |
Notional value represents the total exposure of the options position.