Cormorant Asset Management, Lp Top Holdings and 13F Report (2026) About Cormorant Asset Management, LpInvestment ActivityCormorant Asset Management, Lp has $1.99 billion in total holdings as of March 31, 2026.Cormorant Asset Management, Lp owns shares of 46 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 23.70% of the portfolio was purchased this quarter.About 31.02% of the portfolio was sold this quarter.This quarter, Cormorant Asset Management, Lp has purchased 35 new stocks and bought additional shares in 6 stocks.Cormorant Asset Management, Lp sold shares of 17 stocks and completely divested from 6 stocks this quarter.Largest Holdings PRAXIS PRECISION MEDICINES I $285,299,245BRIDGEBIO ONCOLOGY THERAPEUT $160,013,416Eyepoint Pharmaceuticals $106,535,850Edgewise Therapeutics $102,690,000Erasca $93,844,000 Largest New Holdings this Quarter 29479A108 - Erasca $93,844,000 Holding252828108 - DIANTHUS THERAPEUTICS INC $79,724,000 Holding36322Q206 - DAMORA THERAPEUTICS INC $39,497,500 Holding87583X109 - Tango Therapeutics $29,811,000 Holding00860C102 - AGOMAB THERAPEUTICS NV $25,861,501 Holding Largest Purchases this Quarter Erasca 5,800,000 shares (about $93.84M)DIANTHUS THERAPEUTICS INC 950,000 shares (about $79.72M)DAMORA THERAPEUTICS INC 1,525,000 shares (about $39.50M)Tango Therapeutics 1,425,000 shares (about $29.81M)AGOMAB THERAPEUTICS NV 2,465,348 shares (about $25.86M) Largest Sales this Quarter ABIVAX SA 590,000 shares (about $65.70M)BridgeBio Pharma 350,000 shares (about $25.99M)PRAXIS PRECISION MEDICINES I 64,500 shares (about $20.78M)Insmed 85,000 shares (about $13.90M)Centessa Pharmaceuticals 275,000 shares (about $10.92M) 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 PortfolioSectorPRAXIS PRECISION MEDICINES I$285,299,245$20,781,255 â–¼-6.8%885,50014.3%COM NEWBRIDGEBIO ONCOLOGY THERAPEUT$160,013,4160.0%17,878,5948.0%COM NEWEYPTEyepoint Pharmaceuticals$106,535,8500.0%8,265,0005.4%MedicalEWTXEdgewise Therapeutics$102,690,000$787,500 â–¼-0.8%3,260,0005.2%MedicalERASErasca$93,844,000$93,844,000 â–²New Holding5,800,0004.7%MedicalRAPPORT THERAPEUTICS INC$92,540,832$2,190,300 â–¼-2.3%2,957,5214.6%COMALUMIS INC$87,001,779$6,909,599 â–²8.6%3,949,2414.4%COMABIVAX SA$84,626,000$65,696,500 â–¼-43.7%760,0004.3%SPONSORED ADSMLTXMoonLake Immunotherapeutics$83,515,271$2,330,000 â–²2.9%4,480,4334.2%MedicalDIANTHUS THERAPEUTICS INC$79,724,000$79,724,000 â–²New Holding950,0004.0%COMBRIGHT MINDS BIOSCIENCES INC$77,299,3830.0%1,059,3313.9%COM NEWOLMAOlema Pharmaceuticals$65,604,000$24,601,500 â–²60.0%4,400,0003.3%MedicalBBIOBridgeBio Pharma$63,121,000$25,991,000 â–¼-29.2%850,0003.2%MedicalBIOAGE LABS INC$50,556,681$14,866,500 â–²41.7%2,890,6052.5%COMCNTACentessa Pharmaceuticals$41,706,000$10,923,000 â–¼-20.8%1,050,0002.1%MedicalDAMORA THERAPEUTICS INC$39,497,500$39,497,500 â–²New Holding1,525,0002.0%COM NEWMBX BIOSCIENCES INC$33,432,0000.0%1,120,0001.7%COMINSMInsmed$31,068,800$13,899,200 â–¼-30.9%190,0001.6%MedicalNAMSNewAmsterdam Pharma$30,409,500$1,600,500 â–¼-5.0%950,0001.5%MedicalTNGXTango Therapeutics$29,811,000$29,811,000 â–²New Holding1,425,0001.5%MedicalPHVSPharvaris$28,250,000$2,344,750 â–¼-7.7%1,000,0001.4%MedicalORUKA THERAPEUTICS INC$26,160,3270.0%533,3401.3%COMAGOMAB THERAPEUTICS NV$25,861,501$25,861,501 â–²New Holding2,465,3481.3%SPONSORED ADSMAZE THERAPEUTICS INC$22,387,500$22,387,500 â–²New Holding750,0001.1%COMCRBPCorbus Pharmaceuticals$22,019,2780.0%2,344,9711.1%MedicalASNDAscendis Pharma A/S$21,729,350$1,143,650 â–¼-5.0%95,0001.1%MedicalROIVRoivant Sciences$20,775,000$20,775,000 â–²New Holding750,0001.0%MedicalADLAI NORTYE LTD$20,053,170$20,053,170 â–²New Holding2,897,8571.0%SPONSORED ADSTERNTerns Pharmaceuticals$15,816,000$15,816,000 â–²New Holding300,0000.8%MedicalTARSTarsus Pharmaceuticals$15,783,750$1,753,750 â–¼-10.0%225,0000.8%MedicalBHVNBiohaven$14,889,600$14,805,000 â–²17,500.0%1,760,0000.7%MedicalCABACabaletta Bio$14,795,000$2,959,000 â–²25.0%5,500,0000.7%MedicalHELIX ACQUISITION CORP III$13,182,600$13,182,600 â–²New Holding1,297,5000.7%USD CL A ORD SHSARQTArcutis Biotherapeutics$10,602,000$1,178,000 â–¼-10.0%450,0000.5%MedicalSENSEI BIOTHERAPEUTICS INC$9,652,117$9,652,117 â–²New Holding306,2220.5%COM NEWCRNXCrinetics Pharmaceuticals$9,080,000$1,816,000 â–¼-16.7%250,0000.5%MedicalZURAZura Bio$8,627,500$8,627,500 â–²New Holding1,450,0000.4%MedicalAXSMAxsome Therapeutics$8,451,000$4,225,500 â–¼-33.3%50,0000.4%MedicalGPCRStructure Therapeutics$8,435,000$8,435,000 â–²New Holding175,0000.4%MedicalCOGTCogent Biosciences$7,698,000$962,250 â–¼-11.1%200,0000.4%MedicalGLUEMonte Rosa Therapeutics$6,580,000$6,580,000 â–²New Holding400,0000.3%MedicalARWRArrowhead Pharmaceuticals$6,270,000$6,270,000 â–²New Holding100,0000.3%MedicalPCVXVaxcyte$5,811,000$1,452,750 â–¼-20.0%100,0000.3%MedicalAMLXAmylyx Pharmaceuticals$4,865,000$695,000 â–¼-12.5%350,0000.2%MedicalRALLYBIO CORP$3,588,000$3,588,000 â–²New Holding400,0000.2%COMCNTXContext Therapeutics$1,387,421$1,387,421 â–²New Holding529,5500.1%MedicalQQQInvesco QQQ$0$153,577,500 â–¼-100.0%00.0%FinanceIWMiShares Russell 2000 ETF$0$123,080,000 â–¼-100.0%00.0%FinanceXBISPDR S&P Biotech ETF$0$121,930,000 â–¼-100.0%00.0%ETFENGENE HOLDINGS INC$0$36,120,000 â–¼-100.0%00.0%COMGHRSGH Research$0$16,510,000 â–¼-100.0%00.0%MedicalJANXJanux Therapeutics$0$8,970,000 â–¼-100.0%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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