Position in MBX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,360,000
-$3,072,000 QoQ
Shares Held
550,000
-50.9% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#23
of 172 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Cormorant Asset Management, LP holds $1,889,506,429 across 46 Biotechnology names. MBX ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRAX |
Praxis Precision Medicines, Inc.
|
640,000 | $214,265,600 | |
| 2 | BBOT |
BridgeBio Oncology Therapeutics, Inc.
|
17,878,594 | $136,234,886 | |
| 3 | PBLS |
Parabilis Medicines, Inc.
|
4,615,612 | $126,329,300 | |
| 4 | RAPP |
Rapport Therapeutics, Inc.
|
2,657,521 | $110,738,900 | |
| 5 | ERAS |
Erasca, Inc.
|
6,000,000 | $109,920,000 | |
| 6 | EWTX |
Edgewise Therapeutics, Inc.
|
2,510,000 | $101,981,300 | |
| 7 | EYPT |
EyePoint, Inc.
|
7,000,000 | $100,100,000 | |
| 8 | ALMS |
Alumis Inc.
|
3,285,596 | $92,456,671 |
All Filings in MBX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,360,000 | 550,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $33,432,000 | 1,120,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,324,800 | 1,120,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $21,437,500 | 1,225,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,987,000 | 700,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,166,000 | 700,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $12,901,000 | 700,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,186,000 | 700,000 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||