Cormorant Asset Management, LP 13F Holdings

CIK 0001583977 · BOSTON, MA

As of Sep 30, 2025, Cormorant Asset Management, LP reported 36 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BRIDGEBIO ONCOLOGY THERAPEUTICS ORDBBOTHealthcare17,878,594$207.0M14.29%
ABIVAX SAABVXHealthcare1,950,000 65.6M11.42%
EYEPOINT PHARMACEUTICALS INCEYPTHealthcare8,325,000 18.5M8.18%
RAPPORT THERAPEUTICS INCRAPPHealthcare3,192,521$94.8M6.54%
BRIDGEBIO PHARMA INCBBIOHealthcare1,400,000$72.7M5.02%
EDGEWISE THERAPEUTICS INCEWTXHealthcare4,010,000$65.0M4.49%
BRIGHT MINDS BIOSCIENCES INCDRUGHealthcare1,059,331$64.3M4.43%
ARCELLX INCACLXHealthcare775,000$63.6M4.39%
INSMED INCINSMHealthcare430,000$61.9M4.27%
NEWAMSTERDAM PHARMA CO NVNAMSHealthcare2,175,000$61.9M4.27%
PRAXIS PRECISION MEDICINES INCPRAXHealthcare1,000,000$53.0M3.66%
CENTESSA PHARMACEUTICALS PLCCNTAHealthcare1,925,000$46.7M3.22%
PHARVARIS N VPHVSHealthcare1,363,200$34.0M2.35%
CORBUS PHARMACEUTICALS HOLDINGS INCCRBPHealthcare2,375,000$30.0M2.07%
GH RESEARCH PLCGHRSHealthcare1,916,439$27.4M1.89%
CG ONCOLOGY INCCGONHealthcare625,000$25.2M1.74%
KORRO BIO INCKRROHealthcare465,000$22.3M1.54%
MBX BIOSCIENCES INCMBXHealthcare1,225,000$21.4M1.48%
METSERA INCMTSRHealthcare400,000$20.9M1.44%
JANUX THERAPEUTICS INCJANXHealthcare850,000$20.8M1.43%
TARSUS PHARMACEUTICALS INCTARSHealthcare300,000 7.8M1.23%
CRINETICS PHARMACEUTICALS INCCRNXHealthcare400,000 6.7M1.15%
ENGENE HOLDINGS INCENGNHealthcare2,323,595 5.9M1.10%
ARCUTIS BIOTHERAPEUTICS INCARQTHealthcare775,000 4.6M1.01%
MOONLAKE IMMUNOTHERAPEUTICSMLTXHealthcare1,994,173 4.3M0.99%