Cormorant Asset Management, Lp Top Holdings and 13F Report (2025) About Cormorant Asset Management, LpInvestment ActivityCormorant Asset Management, Lp has $1.33 billion in total holdings as of March 31, 2025.Cormorant Asset Management, Lp owns shares of 42 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.40% of the portfolio was purchased this quarter.About 12.42% of the portfolio was sold this quarter.This quarter, Cormorant Asset Management, Lp has purchased 48 new stocks and bought additional shares in 7 stocks.Cormorant Asset Management, Lp sold shares of 12 stocks and completely divested from 10 stocks this quarter.Largest Holdings MoonLake Immunotherapeutics $331,866,480Edgewise Therapeutics $90,243,824BridgeBio Pharma $69,140,000Arcellx $68,880,000PRAXIS PRECISION MEDICINES I $66,083,150 Largest New Holdings this Quarter 59267L107 - METSERA INC $10,888,000 Holding500946108 - KORRO BIO INC $6,621,075 Holding002942100 - AARDVARK THERAPEUTICS INC $6,009,419 Holding729139105 - Pliant Therapeutics $4,050,000 Holding Largest Purchases this Quarter GH Research 1,416,439 shares (about $15.62M)Edgewise Therapeutics 695,458 shares (about $15.30M)ARS Pharmaceuticals 1,100,000 shares (about $13.84M)BridgeBio Pharma 400,000 shares (about $13.83M)METSERA INC 400,000 shares (about $10.89M) Largest Sales this Quarter Avidity Biosciences 650,000 shares (about $19.19M)Arcellx 250,000 shares (about $16.40M)Crinetics Pharmaceuticals 400,000 shares (about $13.42M)Rhythm Pharmaceuticals 250,000 shares (about $13.24M)Insmed 125,000 shares (about $9.54M) 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$331,866,4800.0%8,494,15125.0%MedicalEWTXEdgewise Therapeutics$90,243,824$15,300,076 ▲20.4%4,101,9926.8%MedicalBBIOBridgeBio Pharma$69,140,000$13,828,000 ▲25.0%2,000,0005.2%MedicalACLXArcellx$68,880,000$16,400,000 ▼-19.2%1,050,0005.2%MedicalPRAXIS PRECISION MEDICINES I$66,083,150$1,960,946 ▲3.1%1,745,0005.0%COM NEWNAMSNewAmsterdam Pharma$62,945,250$3,582,250 ▼-5.4%3,075,0004.7%MedicalJANXJanux Therapeutics$58,050,000$1,350,000 ▲2.4%2,150,0004.4%MedicalEYPTEyePoint Pharmaceuticals$45,121,5000.0%8,325,0003.4%MedicalINSMInsmed$40,052,250$9,536,250 ▼-19.2%525,0003.0%MedicalBRIGHT MINDS BIOSCIENCES INC$38,210,0690.0%1,059,3312.9%COM NEWHELIX ACQUISITION CORP II$32,871,7000.0%2,909,0002.5%CL A ORD SHSCNTACentessa Pharmaceuticals$32,521,808$4,314,000 ▼-11.7%2,261,6002.4%MedicalMRUSMerus$31,146,6000.0%740,0002.3%MedicalRAPPORT THERAPEUTICS INC$29,497,4380.0%2,940,9212.2%COMAXSMAxsome Therapeutics$29,157,500$8,747,250 ▼-23.1%250,0002.2%MedicalPHVSPharvaris$23,023,4220.0%1,466,4601.7%MedicalGHRSGH Research$22,164,586$15,623,322 ▲238.8%2,009,4821.7%MedicalARQTArcutis Biotherapeutics$21,114,000$7,429,000 ▼-26.0%1,350,0001.6%MedicalTARSTarsus Pharmaceuticals$20,548,000$5,137,000 ▼-20.0%400,0001.5%MedicalSPRYARS Pharmaceuticals$20,128,000$13,838,000 ▲220.0%1,600,0001.5%MedicalCRNXCrinetics Pharmaceuticals$20,124,000$13,416,000 ▼-40.0%600,0001.5%MedicalCG ONCOLOGY INC$18,979,7500.0%775,0001.4%COMCARGO THERAPEUTICS INC$13,761,797$8,948,766 ▲185.9%3,381,2771.0%COMABIVAX SA$13,312,5000.0%2,130,0001.0%SPONSORED ADSALUMIS INC$13,185,0110.0%2,147,3961.0%COMCRBPCorbus Pharmaceuticals$12,611,2500.0%2,375,0000.9%MedicalRNAAvidity Biosciences$11,808,000$19,188,000 ▼-61.9%400,0000.9%MedicalMETSERA INC$10,888,000$10,888,000 ▲New Holding400,0000.8%COMENGENE HOLDINGS INC$10,409,7060.0%2,323,5950.8%COMBIOAGE LABS INC$9,887,0290.0%2,629,5290.7%COMRYTMRhythm Pharmaceuticals$7,945,500$13,242,500 ▼-62.5%150,0000.6%MedicalONKURE THERAPEUTICS INC$7,902,2780.0%1,837,7390.6%COM CL ABMEABiomea Fusion$7,605,9570.0%3,570,8720.6%MedicalKORRO BIO INC$6,621,075$6,621,075 ▲New Holding380,3030.5%COMPCVXVaxcyte$6,608,000$9,440,000 ▼-58.8%175,0000.5%MedicalAARDVARK THERAPEUTICS INC$6,009,419$6,009,419 ▲New Holding800,1890.5%COMMBX BIOSCIENCES INC$5,166,0000.0%700,0000.4%COMELVNEnliven Therapeutics$4,920,0000.0%250,0000.4%MedicalPLRXPliant Therapeutics$4,050,000$4,050,000 ▲New Holding3,000,0000.3%MedicalKALAKALA BIO$3,455,3450.0%603,0270.3%MedicalSTOKStoke Therapeutics$1,690,1710.0%254,1610.1%MedicalBHVNBiohaven$240,400$1,094,758 ▼-82.0%10,0000.0%MedicalARRIVENT BIOPHARMA INC$0$15,596,708 ▼-100.0%00.0%COMSEPTERNA INC$0$12,824,000 ▼-100.0%00.0%COMIBRXImmunityBio$0$7,680,000 ▼-100.0%00.0%MedicalVYNEVYNE Therapeutics$0$4,671,026 ▼-100.0%00.0%MedicalYMABY-mAbs Therapeutics$0$3,327,750 ▼-100.0%00.0%MedicalURGNUroGen Pharma$0$3,195,000 ▼-100.0%00.0%MedicalOMEROmeros$0$2,964,000 ▼-100.0%00.0%MedicalVERVVerve Therapeutics$0$1,974,000 ▼-100.0%00.0%MedicalARTIVA BIOTHERAPEUTICS INC$0$1,044,621 ▼-100.0%00.0%COMRAPTRAPT Therapeutics$0$316,000 ▼-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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