Cormorant Asset Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Cormorant Asset Management, LP disclosed 46 US equity positions worth $2.0bn in its Q1 2026 13F filing. The largest position was PRAX at 14.4% of the reported book, followed by BBOT and EYPT.
What did Cormorant Asset Management, LP own in Q1 2026? Top 46 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 14.4% | $285.3m | 885,500 | – | |
| 2 | BBOT BRIDGEBIO ONCOLOGY THERAPEUT | 8.1% | $160.0m | 17,878,594 | – | ||
| 3 | EYPT EYEPOINT INC | Healthcare | 5.4% | $106.5m | 8,265,000 | – | |
| 4 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 5.2% | $102.7m | 3,260,000 | – | |
| 5 | ERAS ERASCA INC | Healthcare | 4.7% | $93.8m | 5,800,000 | – | |
| 6 | RAPP RAPPORT THERAPEUTICS INC | 4.7% | $92.5m | 2,957,521 | – | ||
| 7 | ALMS ALUMIS INC | Healthcare | 4.4% | $87.0m | 3,949,241 | – | |
| 8 | ABVX ABIVAX SA | Healthcare | 4.3% | $84.6m | 760,000 | – | |
| 9 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 4.2% | $83.5m | 4,480,433 | – | |
| 10 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 4.0% | $79.7m | 950,000 | – | |
| 11 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 3.9% | $77.3m | 1,059,331 | – | |
| 12 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 3.2% | $63.1m | 850,000 | – | |
| 13 | OLMA OLEMA PHARMACEUTICALS INC | Healthcare | 2.9% | $58.1m | 3,900,000 | – | |
| 14 | BIOA BIOAGE LABS INC | 2.5% | $50.6m | 2,890,605 | – | ||
| 15 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.1% | $41.7m | 1,050,000 | – | ||
| 16 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 2.0% | $39.5m | 1,525,000 | – | |
| 17 | MBX MBX BIOSCIENCES INC | Healthcare | 1.7% | $33.4m | 1,120,000 | – | |
| 18 | INSM INSMED INC | Healthcare | 1.6% | $31.1m | 190,000 | – | |
| 19 | NEWAMSTERDAM PHARMA COMPANY | 1.5% | $30.4m | 950,000 | – | ||
| 20 | TNGX TANGO THERAPEUTICS INC | Healthcare | 1.5% | $29.8m | 1,425,000 | – | |
| 21 | PHVS PHARVARIS N V | Healthcare | 1.4% | $28.2m | 1,000,000 | – | |
| 22 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.3% | $26.2m | 533,340 | – | |
| 23 | AGOMAB THERAPEUTICS NV | 1.3% | $25.9m | 2,465,348 | – | ||
| 24 | MAZE MAZE THERAPEUTICS INC | Healthcare | 1.1% | $22.4m | 750,000 | – | |
| 25 | CRBP CORBUS PHARMACEUTICALS HLDGS | Healthcare | 1.1% | $22.0m | 2,344,971 | – | |
| 26 | ASND ASCENDIS PHARMA A/S | Healthcare | 1.1% | $21.7m | 95,000 | – | |
| 27 | ROIV ROIVANT SCIENCES LTD | Healthcare | 1.0% | $20.8m | 750,000 | – | |
| 28 | ANL ADLAI NORTYE LTD | 1.0% | $20.1m | 2,897,857 | – | ||
| 29 | 430 TERNS PHARMACEUTICALS INC | 0.8% | $15.8m | 300,000 | – | ||
| 30 | TARS TARSUS PHARMACEUTICALS INC | Healthcare | 0.8% | $15.8m | 225,000 | – | |
| 31 | BHVN BIOHAVEN LTD | Healthcare | 0.8% | $14.9m | 1,760,000 | – | |
| 32 | CABA CABALETTA BIO INC | Healthcare | 0.7% | $14.8m | 5,500,000 | – | |
| 33 | HELIX ACQUISITION CORP III | 0.7% | $13.2m | 1,297,500 | – | ||
| 34 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 0.5% | $10.6m | 450,000 | – | |
| 35 | FTH SENSEI BIOTHERAPEUTICS INC | 0.5% | $9.7m | 306,222 | – | ||
| 36 | CRNXGBP CRINETICS PHARMACEUTICALS IN | 0.5% | $9.1m | 250,000 | – | ||
| 37 | ZURA ZURA BIO LTD | Healthcare | 0.4% | $8.6m | 1,450,000 | – | |
| 38 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 0.4% | $8.5m | 50,000 | – | |
| 39 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.4% | $8.4m | 175,000 | – | |
| 40 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.4% | $7.7m | 200,000 | – | |
| 41 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 0.3% | $6.6m | 400,000 | – | |
| 42 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 0.3% | $6.3m | 100,000 | – | |
| 43 | PCVX VAXCYTE INC | Healthcare | 0.3% | $5.8m | 100,000 | – | |
| 44 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 0.2% | $4.9m | 350,000 | – | |
| 45 | RLYB RALLYBIO CORP | 0.2% | $3.6m | 400,000 | – | ||
| 46 | CNTX CONTEXT THERAPEUTICS INC | 0.1% | $1.4m | 529,550 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.