Cormorant Asset Management, LP
Position in NAMS — NewAmsterdam Pharma Co N.V.
CIK 1583977
BOSTON, MA
Position in NAMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,945,000
-$13,464,500 QoQ
Shares Held
500,000
-47.4% QoQ
Ownership
0.418%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#41
of 198 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAMS Over Time
Shares Held
Position Value (USD)
Derivatives in NAMS
reported options exposure · as of Mar 31, 2025CallValue
$5,117,500
CallShares
250,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Cormorant Asset Management, LP holds $1,889,506,429 across 46 Biotechnology names. NAMS ranks #28 (0.9% 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 NAMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,945,000 | 500,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $30,409,500 | 950,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,080,000 | 1,000,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $61,857,000 | 2,175,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $39,389,250 | 2,175,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,117,500 | 250,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $57,827,750 | 2,825,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $83,525,000 | 3,250,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,002,000 | 2,470,000 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,183,000 | 2,300,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,475,000 | 1,500,000 | Shares | Defined | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||