Cormorant Asset Management, LP
Q2 2026 13F filing
Updated 27 days ago50 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PRAX PRAXIS PRECISION MEDICINES I | $214.3M | 640.0K | 10.98% | — |
| 2 | ? N/A BRIDGEBIO ONCOLOGY THERAPEUT | $136.2M | 17.88M | 6.98% | — |
| 3 | P PBLS PARABILIS MEDICINES INC | $126.3M | 4.62M | 6.47% | — |
| 4 | R RAPP RAPPORT THERAPEUTICS INC | $110.7M | 2.66M | 5.67% | — |
| 5 | E EQR ERASCA INC | $109.9M | 6.00M | 5.63% | — |
| 6 | E EWTX EDGEWISE THERAPEUTICS INC | $102M | 2.51M | 5.23% | — |
| 7 | ? N/A EYEPOINT INC | $100.1M | 7.00M | 5.13% | — |
| 8 | A ALMS ALUMIS INC | $92.5M | 3.29M | 4.74% | — |
| 9 | A AAVXF ABIVAX SA | $90M | 675.0K | 4.61% | — |
| 10 | D DNTH DIANTHUS THERAPEUTICS INC | $73.1M | 750.0K | 3.75% | — |
| 11 | D DRUG BRIGHT MINDS BIOSCIENCES INC | $63.2M | 900.0K | 3.24% | — |
| 12 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $62.4M | 3.21M | 3.20% | — |
| 13 | ? N/A BIOAGE LABS INC | $58.6M | 2.39M | 3.00% | — |
| 14 | O ORKA ORUKA THERAPEUTICS INC | $50.8M | 533.3K | 2.60% | — |
| 15 | A ANL ADLAI NORTYE LTD | $45.7M | 3.98M | 2.34% | — |
| 16 | B BBIO BRIDGEBIO PHARMA INC | $41M | 550.0K | 2.10% | — |
| 17 | T TNGX TANGO THERAPEUTICS INC | $40.6M | 1.30M | 2.08% | — |
| 18 | B BHVN BIOHAVEN LTD | $38.8M | 2.61M | 1.99% | — |
| 19 | A AGMB AGOMAB THERAPEUTICS NV | $32M | 2.47M | 1.64% | — |
| 20 | M MBX MBX BIOSCIENCES INC | $30.4M | 550.0K | 1.56% | — |
| 21 | ? N/A CLIMB BIO INC | $27.5M | 2.11M | 1.41% | — |
| 22 | O OLMA OLEMA PHARMACEUTICALS INC | $26.9M | 2.15M | 1.38% | — |
| 23 | ? N/A DAMORA THERAPEUTICS INC | $26M | 1.00M | 1.33% | — |
| 24 | P PHVS PHARVARIS N V | $25.9M | 750.0K | 1.33% | — |
| 25 | C CRBP CORBUS PHARMACEUTICALS HLDGS | $22M | 2.34M | 1.13% | — |
| 26 | S SYRE SPYRE THERAPEUTICS INC | $20M | 225.0K | 1.02% | — |
| 27 | D DFTX DEFINIUM THERAPEUTICS INC | $18.8M | 400.0K | 0.96% | — |
| 28 | N NAMSW NEWAMSTERDAM PHARMA COMPANY | $16.9M | 500.0K | 0.87% | — |
| 29 | R ROIV ROIVANT SCIENCES LTD | $16.8M | 475.0K | 0.86% | — |
| 30 | C CABA CABALETTA BIO INC | $15.6M | 5.00M | 0.80% | — |
| 31 | ? N/A HELIX ACQUISITION CORP III | $13.8M | 1.30M | 0.71% | — |
| 32 | A ASND ASCENDIS PHARMA A/S | $13.3M | 50.0K | 0.68% | — |
| 33 | K KLRA KAILERA THERAPEUTICS INC | $12.1M | 550.0K | 0.62% | — |
| 34 | I INSM INSMED INC | $8M | 75.0K | 0.41% | — |
| 35 | F FTH FAETH THERAPEUTICS INC | $7.7M | 1.03M | 0.39% | — |
| 36 | E ELVN ENLIVEN THERAPEUTICS INC | $7.6M | 150.0K | 0.39% | — |
| 37 | T TARS TARSUS PHARMACEUTICALS INC | $6.3M | 100.0K | 0.32% | — |
| 38 | ? N/A IBIO INC | $6.2M | 3.57M | 0.32% | — |
| 39 | C CRNX CRINETICS PHARMACEUTICALS IN | $4.7M | 125.0K | 0.24% | — |
| 40 | A ARQT ARCUTIS BIOTHERAPEUTICS INC | $4.6M | 175.0K | 0.24% | — |
| 41 | A ARWR ARROWHEAD PHARMACEUTICALS IN | $4.1M | 50.0K | 0.21% | — |
| 42 | G GPCR STRUCTURE THERAPEUTICS INC | $4M | 75.0K | 0.21% | — |
| 43 | R RACC RESEARCH ALLIANCE CORP III | $4M | 370.0K | 0.20% | — |
| 44 | C COGT COGENT BIOSCIENCES INC | $3.9M | 100.0K | 0.20% | — |
| 45 | ? N/A ALTIMMUNE INC | $3.8M | 1.25M | 0.19% | — |
| 46 | A AMLX AMYLYX PHARMACEUTICALS INC | $3.6M | 200.0K | 0.18% | — |
| 47 | O ODTX ODYSSEY THERAPEUTICS INC | $3.3M | 175.0K | 0.17% | — |
| 48 | P PCVX VAXCYTE INC | $2.9M | 50.0K | 0.15% | — |
| 49 | ? N/A BOUNDLESS BIO INC | $2.5M | 1.00M | 0.13% | — |
| 50 | ? N/A QUINCE THERAPEUTICS INC | $100K | 5.5K | 0.01% | — |