Cormorant Asset Management, LP

CIK
1583977
City
BOSTON
State / Country
MA

Top Portfolio Positions

46 positions · $1,991,046,369 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
PRAX
Praxis Precision Medicines, Inc.
Healthcare
885,500 $285,299,245 14.33%
BBOT
BridgeBio Oncology Therapeutics, Inc.
Healthcare
17,878,594 $160,013,416 8.04%
EYPT
EyePoint, Inc.
Healthcare
8,265,000 $106,535,850 5.35%
EWTX
Edgewise Therapeutics, Inc.
Healthcare
3,260,000 $102,690,000 5.16%
ERAS
Erasca, Inc.
Healthcare
5,800,000 $93,844,000 4.71%
RAPP
Rapport Therapeutics, Inc.
Healthcare
2,957,521 $92,540,832 4.65%
ALMS
Alumis Inc.
Healthcare
3,949,241 $87,001,779 4.37%
ABVX
Abivax S.A.
Healthcare
760,000 $84,626,000 4.25%
MLTX
MoonLake Immunotherapeutics
Healthcare
4,480,433 $83,515,271 4.19%
DNTH
Dianthus Therapeutics, Inc. /DE/
Healthcare
950,000 $79,724,000 4.00%

Portfolio Trend

26 quarters · across all stocks

Holdings in PHVS

Export CSV

Shares Held

Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $28,250,000 1,000,000
2025-12-31 $30,053,250 1,083,000
2025-09-30 $34,011,840 1,363,200
2025-06-30 $25,602,016 1,454,660
2025-03-31 $23,023,422 1,466,460
2024-12-31 $28,112,038 1,466,460
2024-09-30 $27,158,839 1,466,460
2024-06-30 $27,569,448 1,466,460
2024-03-31 $39,551,840 1,711,460
2023-12-31 $48,006,453 1,711,460
2023-09-30 $28,413,670 1,361,460
2023-06-30 $14,740,515 973,614
2023-03-31 $6,576,585 816,460
2022-12-31 $9,185,175 816,460
2022-09-30 $9,261,525 1,207,500
2022-06-30 $25,325,561 1,145,953
2022-03-31 $12,420,443 684,888
2021-12-31 $9,925,229 689,731
2021-09-30 $12,228,930 689,731
2021-06-30 $13,876,797 744,863
2021-03-31 $24,178,721 864,143