Cormorant Asset Management, LP
Top Portfolio Positions
46 positions ·
$2,087,175,201 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
885,500 | $285,299,245 | 13.67% | |
| RAPP |
Rapport Therapeutics, Inc.
Healthcare
|
5,915,042 | $185,081,664 | 8.87% | |
| BBOT |
BridgeBio Oncology Therapeutics, Inc.
Healthcare
|
17,878,594 | $160,013,416 | 7.67% | |
| EYPT |
EyePoint, Inc.
Healthcare
|
8,265,000 | $106,535,850 | 5.10% | |
| EWTX |
Edgewise Therapeutics, Inc.
Healthcare
|
3,260,000 | $102,690,000 | 4.92% | |
| ERAS |
Erasca, Inc.
Healthcare
|
5,800,000 | $93,844,000 | 4.50% | |
| ALMS |
Alumis Inc.
Healthcare
|
3,949,241 | $87,001,779 | 4.17% | |
| ABVX |
Abivax S.A.
Healthcare
|
760,000 | $84,626,000 | 4.05% | |
| MLTX |
MoonLake Immunotherapeutics
Healthcare
|
4,480,433 | $83,515,271 | 4.00% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
950,000 | $79,724,000 | 3.82% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NAMS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 13F history on record for this holder in this stock. | ||||||