Cormorant Asset Management, Lp Top Holdings and 13F Report (2025) About Cormorant Asset Management, LpInvestment ActivityCormorant Asset Management, Lp has $1.34 billion in total holdings as of June 30, 2025.Cormorant Asset Management, Lp owns shares of 42 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.03% of the portfolio was purchased this quarter.About 10.74% of the portfolio was sold this quarter.This quarter, Cormorant Asset Management, Lp has purchased 42 new stocks and bought additional shares in 4 stocks.Cormorant Asset Management, Lp sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings MoonLake Immunotherapeutics $400,923,927Eyepoint Pharmaceuticals $78,338,250BridgeBio Pharma $69,088,000PRAXIS PRECISION MEDICINES I $68,331,250Merus $58,912,000 Largest New Holdings this Quarter 925050106 - Verona Pharma PLC American Depositary Share $33,103,000 Holding12674W109 - Cabaletta Bio $7,600,000 Holding92941V308 - VYNE Therapeutics $2,262,048 Holding Largest Purchases this Quarter Verona Pharma PLC American Depositary Share 350,000 shares (about $33.10M)Merus 380,000 shares (about $19.99M)Cabaletta Bio 5,000,000 shares (about $7.60M)VYNE Therapeutics 1,370,938 shares (about $2.26M)Edgewise Therapeutics 150,000 shares (about $1.97M) Largest Sales this Quarter BridgeBio Pharma 400,000 shares (about $17.27M)Arcellx 250,000 shares (about $16.46M)NewAmsterdam Pharma 900,000 shares (about $16.30M)Axsome Therapeutics 150,000 shares (about $15.66M)Janux Therapeutics 650,000 shares (about $15.02M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCormorant Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMLTXMoonLake Immunotherapeutics$400,923,9270.0%8,494,15129.9%MedicalEYPTEyepoint Pharmaceuticals$78,338,2500.0%8,325,0005.8%MedicalBBIOBridgeBio Pharma$69,088,000$17,272,000 ▼-20.0%1,600,0005.1%MedicalPRAXIS PRECISION MEDICINES I$68,331,250$5,046,000 ▼-6.9%1,625,0005.1%COM NEWMRUSMerus$58,912,000$19,988,000 ▲51.4%1,120,0004.4%MedicalEWTXEdgewise Therapeutics$55,743,615$1,966,500 ▲3.7%4,251,9924.2%MedicalINSMInsmed$54,345,600$1,509,600 ▲2.9%540,0004.0%MedicalACLXArcellx$52,680,000$16,462,500 ▼-23.8%800,0003.9%MedicalNAMSNewAmsterdam Pharma$39,389,250$16,299,000 ▼-29.3%2,175,0002.9%MedicalJANXJanux Therapeutics$34,650,000$15,015,000 ▼-30.2%1,500,0002.6%MedicalRAPPORT THERAPEUTICS INC$33,438,2720.0%2,940,9212.5%COMVRNAVerona Pharma PLC American Depositary Share$33,103,000$33,103,000 ▲New Holding350,0002.5%MedicalHELIX ACQUISITION CORP II$30,893,5800.0%2,909,0002.3%CL A ORD SHSBRIGHT MINDS BIOSCIENCES INC$27,659,1320.0%1,059,3312.1%COM NEWCNTACentessa Pharmaceuticals$27,417,924$2,299,500 ▼-7.7%2,086,6002.0%MedicalPHVSPharvaris$25,602,016$207,680 ▼-0.8%1,454,6601.9%MedicalGHRSGH Research$24,495,5860.0%2,009,4821.8%MedicalSPRYARS Pharmaceuticals$19,195,000$8,725,000 ▼-31.3%1,100,0001.4%MedicalCRBPCorbus Pharmaceuticals$16,387,5000.0%2,375,0001.2%MedicalABIVAX SA$16,294,5000.0%2,130,0001.2%SPONSORED ADSCG ONCOLOGY INC$16,250,000$3,900,000 ▼-19.4%625,0001.2%COMARQTArcutis Biotherapeutics$14,020,000$4,907,000 ▼-25.9%1,000,0001.0%MedicalCARGO THERAPEUTICS INC$13,930,8610.0%3,381,2771.0%COMTARSTarsus Pharmaceuticals$12,153,000$4,051,000 ▼-25.0%300,0000.9%MedicalCRNXCrinetics Pharmaceuticals$11,504,000$5,752,000 ▼-33.3%400,0000.9%MedicalMETSERA INC$11,380,0000.0%400,0000.8%COMAARDVARK THERAPEUTICS INC$10,818,5550.0%800,1890.8%COMAXSMAxsome Therapeutics$10,439,000$15,658,500 ▼-60.0%100,0000.8%MedicalBIOAGE LABS INC$8,840,699$2,019,256 ▼-18.6%2,140,6050.7%COMENGENE HOLDINGS INC$8,457,8860.0%2,323,5950.6%COMMBX BIOSCIENCES INC$7,987,0000.0%700,0000.6%COMCABACabaletta Bio$7,600,000$7,600,000 ▲New Holding5,000,0000.6%MedicalALUMIS INC$6,442,1880.0%2,147,3960.5%COMBMEABiomea Fusion$6,427,5700.0%3,570,8720.5%MedicalKORRO BIO INC$5,807,850$1,057,866 ▲22.3%465,0000.4%COMPCVXVaxcyte$5,689,2500.0%175,0000.4%MedicalRNAAvidity Biosciences$5,680,000$5,680,000 ▼-50.0%200,0000.4%MedicalELVNEnliven Therapeutics$4,012,000$1,003,000 ▼-20.0%200,0000.3%MedicalSTOKStoke Therapeutics$2,884,7270.0%254,1610.2%MedicalKALAKALA BIO$2,870,4090.0%603,0270.2%MedicalVYNEVYNE Therapeutics$2,262,048$2,262,048 ▲New Holding1,370,9380.2%MedicalBHVNBiohaven$141,1000.0%10,0000.0%MedicalRYTMRhythm Pharmaceuticals$0$7,945,500 ▼-100.0%00.0%MedicalONKURE THERAPEUTICS INC$0$7,902,278 ▼-100.0%00.0%COM CL APLRXPliant Therapeutics$0$4,050,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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