Institutional Manager · CIK 0001583977
Cormorant Asset Management, LP
BOSTON, MA · File #028-15949
Latest AUM
$2.16B
Positions
35
Top-10 Concentration
69.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202535 pos · $2.16B
- 13F HOLDINGS REPORTQ/E Sep 202536 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Jun 202542 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Mar 202544 pos · $1.33B
- 13F HOLDINGS REPORTQ/E Dec 202448 pos · $1.82B
- 13F HOLDINGS REPORTQ/E Sep 202445 pos · $1.89B
- 13F HOLDINGS REPORTQ/E Jun 202449 pos · $1.73B
- 13F HOLDINGS REPORTQ/E Mar 202457 pos · $2.28B
- 13F HOLDINGS REPORTQ/E Dec 202349 pos · $1.71B
- 13F HOLDINGS REPORTQ/E Sep 202364 pos · $1.79B
- 13F HOLDINGS REPORTQ/E Jun 202372 pos · $1.5M
- 13F HOLDINGS REPORTQ/E Mar 202373 pos · $1.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I | PRAX | 950,000 | $280.0M | 12.95% |
| 2 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 17,878,594 | $223.8M | 10.35% |
| 3 | ABIVAX SA | AAVXF | 1,350,000 | $182.1M | 8.42% |
| 4 | INVESCO QQQ TR | IVZ | 250,000 | $153.6M | 7.10% |
| 5 | EYEPOINT INC | EYPT | 8,265,000 | $151.0M | 6.98% |
| 6 | ISHARES TR | 464287655 | 500,000 | $123.1M | 5.69% |
| 7 | SPDR SERIES TRUST | 78464A870 | 1,000,000 | $121.9M | 5.64% |
| 8 | RAPPORT THERAPEUTICS INC | RAPP | 3,027,521 | $91.9M | 4.25% |
| 9 | BRIDGEBIO PHARMA INC | BBIO | 1,200,000 | $91.8M | 4.24% |
| 10 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 1,059,331 | $82.7M | 3.82% |
| 11 | EDGEWISE THERAPEUTICS INC | EWTX | 3,285,000 | $81.5M | 3.77% |
| 12 | OLEMA PHARMACEUTICALS INC | OLMA | 2,750,000 | $68.8M | 3.18% |
| 13 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 4,355,433 | $57.4M | 2.65% |
| 14 | INSMED INC | INSM | 275,000 | $47.9M | 2.21% |
| 15 | ENGENE HOLDINGS INC | ENGNW | 4,000,000 | $36.1M | 1.67% |
| 16 | ALUMIS INC | ALMS | 3,635,596 | $35.5M | 1.64% |
| 17 | MBX BIOSCIENCES INC | MBX | 1,120,000 | $35.3M | 1.63% |
| 18 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 1,000,000 | $35.1M | 1.62% |
| 19 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,325,000 | $33.1M | 1.53% |
| 20 | PHARVARIS N V | PHVS | 1,083,000 | $30.1M | 1.39% |