Holdings of Cormorant Asset Management, LP
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 67.7 % of the equity sleeve
Sector breakdown
- Health care 1.8 %
- Unattributed 98.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 91.1 %
- FR 5.0 %
- BE 1.5 %
- DK 1.3 %
- KY 1.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 34 | 1.6B $ | 91.08 % |
| 2 | FR | 1 | 84.6M $ | 4.96 % |
| 3 | BE | 1 | 25.9M $ | 1.52 % |
| 4 | DK | 1 | 21.7M $ | 1.27 % |
| 5 | KY | 1 | 20.1M $ | 1.18 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Praxis Precision Medicines Inc | 885,500 | 285.3M $ | |
| 2 | BridgeBio Oncology Therapeutics Inc | 17,878,594 | 160M $ | |
| 3 | EyePoint Inc | 8,265,000 | 106.5M $ | |
| 4 | Edgewise Therapeutics Inc | 3,260,000 | 102.7M $ | |
| 5 | Erasca Inc | 5,800,000 | 93.8M $ | |
| 6 | Rapport Therapeutics Inc | 2,957,521 | 92.5M $ | |
| 7 | Alumis Inc | 3,949,241 | 87M $ | |
| 8 | Abivax SA | 760,000 | 84.6M $ | |
| 9 | Dianthus Therapeutics Inc | 950,000 | 79.7M $ | |
| 10 | Bridgebio Pharma Inc | 850,000 | 63.1M $ | |
| 11 | Olema Pharmaceuticals Inc | 3,900,000 | 58.1M $ | |
| 12 | BioAge Labs Inc | 2,890,605 | 50.6M $ | |
| 13 | CENTESSA PHARMACEUTICALS PLC | 1,050,000 | 41.7M $ | |
| 14 | DAMORA THERAPEUTICS INC | 1,525,000 | 39.5M $ | |
| 15 | MBX Biosciences Inc | 1,120,000 | 33.4M $ | |
| 16 | Insmed Inc | 190,000 | 31.1M $ | |
| 17 | Tango Therapeutics Inc | 1,425,000 | 29.8M $ | |
| 18 | Oruka Therapeutics Inc | 533,340 | 26.2M $ | |
| 19 | AGOMAB THERAPEUTICS SA | 2,465,348 | 25.9M $ | |
| 20 | Maze Therapeutics Inc | 750,000 | 22.4M $ | |
| 21 | Corbus Pharmaceuticals Holdings Inc | 2,344,971 | 22M $ | |
| 22 | Ascendis Pharma A/S | 95,000 | 21.7M $ | |
| 23 | Adlai Nortye Ltd. | 2,897,857 | 20.1M $ | |
| 24 | Terns Pharmaceuticals Inc | 300,000 | 15.8M $ | |
| 25 | Tarsus Pharmaceuticals Inc | 225,000 | 15.8M $ | |
| 26 | Cabaletta Bio Inc | 5,500,000 | 14.8M $ | |
| 27 | Arcutis Biotherapeutics Inc | 450,000 | 10.6M $ | |
| 28 | SENSEI BIOTHERAPEUTICS INC | 306,222 | 9.7M $ | |
| 29 | Crinetics Pharmaceuticals Inc | 250,000 | 9.1M $ | |
| 30 | Axsome Therapeutics Inc | 50,000 | 8.5M $ | |
| 31 | Structure Therapeutics Inc | 175,000 | 8.4M $ | |
| 32 | Cogent Biosciences Inc | 200,000 | 7.7M $ | |
| 33 | Monte Rosa Therapeutics Inc | 400,000 | 6.6M $ | |
| 34 | Arrowhead Pharmaceuticals Inc | 100,000 | 6.3M $ | |
| 35 | Vaxcyte Inc | 100,000 | 5.8M $ | |
| 36 | Amylyx Pharmaceuticals Inc | 350,000 | 4.9M $ | |
| 37 | RALLYBIO CORP | 400,000 | 3.6M $ | |
| 38 | Context Therapeutics Inc | 529,550 | 1.4M $ | |