Cormorant Asset Management, Lp Top Holdings and 13F Report (2026) About Cormorant Asset Management, LpInvestment ActivityCormorant Asset Management, Lp has $1.95 billion in total holdings as of June 30, 2026.Cormorant Asset Management, Lp owns shares of 50 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 14.33% of the portfolio was purchased this quarter.About 28.54% of the portfolio was sold this quarter.This quarter, Cormorant Asset Management, Lp has purchased 46 new stocks and bought additional shares in 4 stocks.Cormorant Asset Management, Lp sold shares of 28 stocks and completely divested from 9 stocks this quarter.Largest Holdings PRAXIS PRECISION MEDICINES I $214,265,600BRIDGEBIO ONCOLOGY THERAPEUT $136,234,886PARABILIS MEDICINES INC $126,329,300RAPPORT THERAPEUTICS INC $110,738,900Erasca $109,920,000 Largest New Holdings this Quarter 698955101 - PARABILIS MEDICINES INC $126,329,300 Holding28658R106 - Eliem Therapeutics $27,462,240 Holding00773J202 - SPYRE THERAPEUTICS INC $19,975,500 Holding24477V105 - DEFINIUM THERAPEUTICS INC $18,816,000 HoldingK08588103 - ASCENDIS PHARMA A/S $13,336,000 Holding Largest Purchases this Quarter PARABILIS MEDICINES INC 4,615,612 shares (about $126.33M)Eliem Therapeutics 2,106,000 shares (about $27.46M)SPYRE THERAPEUTICS INC 225,000 shares (about $19.98M)DEFINIUM THERAPEUTICS INC 400,000 shares (about $18.82M)ASCENDIS PHARMA A/S 50,000 shares (about $13.34M) Largest Sales this Quarter PRAXIS PRECISION MEDICINES I 245,500 shares (about $82.19M)MBX BIOSCIENCES INC 570,000 shares (about $31.46M)Edgewise Therapeutics 750,000 shares (about $30.47M)Olema Pharmaceuticals 2,250,000 shares (about $28.15M)MoonLake Immunotherapeutics 1,275,000 shares (about $24.82M) 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$214,265,600$82,190,945 â–¼-27.7%640,00011.0%COM NEWBRIDGEBIO ONCOLOGY THERAPEUT$136,234,8860.0%17,878,5947.0%COM NEWPARABILIS MEDICINES INC$126,329,300$126,329,300 â–²New Holding4,615,6126.5%COMRAPPORT THERAPEUTICS INC$110,738,900$12,501,000 â–¼-10.1%2,657,5215.7%COMERASErasca$109,920,000$3,664,000 â–²3.4%6,000,0005.6%HealthcareEWTXEdgewise Therapeutics$101,981,300$30,472,500 â–¼-23.0%2,510,0005.2%HealthcareEYPTEyepoint Pharmaceuticals$100,100,000$18,089,500 â–¼-15.3%7,000,0005.1%HealthcareALUMIS INC$92,456,671$18,674,970 â–¼-16.8%3,285,5964.7%COMABIVAX SA$89,950,500$11,327,100 â–¼-11.2%675,0004.6%SPONSORED ADSDIANTHUS THERAPEUTICS INC$73,110,000$19,496,000 â–¼-21.1%750,0003.7%COMBRIGHT MINDS BIOSCIENCES INC$63,180,000$11,185,036 â–¼-15.0%900,0003.2%COM NEWMLTXMoonLake Immunotherapeutics$62,409,781$24,824,250 â–¼-28.5%3,205,4333.2%HealthcareBIOAGE LABS INC$58,593,729$12,255,000 â–¼-17.3%2,390,6053.0%COMORUKA THERAPEUTICS INC$50,757,9680.0%533,3402.6%COMADLAI NORTYE LTD$45,749,634$12,424,278 â–²37.3%3,978,2292.3%SPONSORED ADSBBIOBridgeBio Pharma$40,964,000$22,344,000 â–¼-35.3%550,0002.1%HealthcareTNGXTango Therapeutics$40,638,000$3,907,500 â–¼-8.8%1,300,0002.1%HealthcareBHVNBiohaven$38,836,800$12,648,000 â–²48.3%2,610,0002.0%HealthcareAGOMAB THERAPEUTICS NV$32,000,2170.0%2,465,3481.6%SPONSORED ADSMBX BIOSCIENCES INC$30,360,000$31,464,000 â–¼-50.9%550,0001.6%COMELYMEliem Therapeutics$27,462,240$27,462,240 â–²New Holding2,106,0001.4%HealthcareOLMAOlema Pharmaceuticals$26,896,500$28,147,500 â–¼-51.1%2,150,0001.4%HealthcareDAMORA THERAPEUTICS INC$26,010,000$13,655,250 â–¼-34.4%1,000,0001.3%COMPHVSPharvaris$25,935,000$8,645,000 â–¼-25.0%750,0001.3%HealthcareCRBPCorbus Pharmaceuticals$21,995,8280.0%2,344,9711.1%HealthcareSPYRE THERAPEUTICS INC$19,975,500$19,975,500 â–²New Holding225,0001.0%COM NEWDEFINIUM THERAPEUTICS INC$18,816,000$18,816,000 â–²New Holding400,0001.0%COM SHSNAMSNewAmsterdam Pharma$16,945,000$15,250,500 â–¼-47.4%500,0000.9%HealthcareROIVRoivant Sciences$16,810,250$9,732,250 â–¼-36.7%475,0000.9%HealthcareCABACabaletta Bio$15,550,000$1,555,000 â–¼-9.1%5,000,0000.8%HealthcareHELIX ACQUISITION CORP III$13,805,4000.0%1,297,5000.7%USD CL A ORD SHSASCENDIS PHARMA A/S$13,336,000$13,336,000 â–²New Holding50,0000.7%ORD SHSKAILERA THERAPEUTICS INC$12,116,500$12,116,500 â–²New Holding550,0000.6%COMMON STOCKINSMInsmed$7,996,500$12,261,300 â–¼-60.5%75,0000.4%HealthcareFAETH THERAPEUTICS INC$7,655,550$5,375,641 â–²235.8%1,028,2420.4%COM NEWELVNEnliven Therapeutics$7,612,500$7,612,500 â–²New Holding150,0000.4%HealthcareTARSTarsus Pharmaceuticals$6,294,000$7,867,500 â–¼-55.6%100,0000.3%HealthcareIBIO INC$6,247,500$6,247,500 â–²New Holding3,570,0000.3%COM NEWCRNXCrinetics Pharmaceuticals$4,677,500$4,677,500 â–¼-50.0%125,0000.2%HealthcareARQTArcutis Biotherapeutics$4,588,500$7,210,500 â–¼-61.1%175,0000.2%HealthcareARWRArrowhead Pharmaceuticals$4,075,500$4,075,500 â–¼-50.0%50,0000.2%HealthcareGPCRStructure Therapeutics$4,025,250$5,367,000 â–¼-57.1%75,0000.2%HealthcareRESEARCH ALLIANCE CORP III$3,959,000$3,959,000 â–²New Holding370,0000.2%ORD SHS CL ACOGTCogent Biosciences$3,870,000$3,870,000 â–¼-50.0%100,0000.2%HealthcareALTAltimmune$3,800,000$3,800,000 â–²New Holding1,250,0000.2%HealthcareAMLXAmylyx Pharmaceuticals$3,592,000$2,694,000 â–¼-42.9%200,0000.2%HealthcareODYSSEY THERAPEUTICS INC$3,274,250$3,274,250 â–²New Holding175,0000.2%COMMON STOCKPCVXVaxcyte$2,906,500$2,906,500 â–¼-50.0%50,0000.1%HealthcareBOUNDLESS BIO INC$2,500,000$2,500,000 â–²New Holding1,000,0000.1%COMQUINCE THERAPEUTICS INC$100,009$100,009 â–²New Holding5,4980.0%COMCNTACentessa Pharmaceuticals$0$41,706,000 â–¼-100.0%00.0%HealthcareMAZE THERAPEUTICS INC$0$22,387,500 â–¼-100.0%00.0%COMASNDAscendis Pharma A/S$0$21,729,350 â–¼-100.0%00.0%HealthcareTERNTerns Pharmaceuticals$0$15,816,000 â–¼-100.0%00.0%HealthcareZURAZura Bio$0$8,627,500 â–¼-100.0%00.0%HealthcareAXSMAxsome Therapeutics$0$8,451,000 â–¼-100.0%00.0%HealthcareGLUEMonte Rosa Therapeutics$0$6,580,000 â–¼-100.0%00.0%HealthcareRALLYBIO CORP$0$3,588,000 â–¼-100.0%00.0%COMCNTXContext Therapeutics$0$1,387,421 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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