Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Cormorant Asset Management, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Cormorant Asset Management, LP (CIK 1583977) reported $1.95B across 50 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PRAX ($214.3M, 10.98%), BBOT ($136.2M, 6.98%), PBLS ($126.3M, 6.47%), RAPP ($110.7M, 5.67%), ERAS ($109.9M, 5.63%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1PRAXPRAXIS PRECISION MEDICINES I$214.3M10.98%640,000Trimmed
2BBOTBRIDGEBIO ONCOLOGY THERAPEUT$136.2M6.98%17.9MHold
3PBLSPARABILIS MEDICINES INC$126.3M6.47%4.6MNew
4RAPPRAPPORT THERAPEUTICS INC$110.7M5.67%2.7MTrimmed
5ERASERASCA INC$109.9M5.63%6.0MAdded
6EWTXEDGEWISE THERAPEUTICS INC$102.0M5.23%2.5MTrimmed
7EYPTEYEPOINT INC$100.1M5.13%7.0MTrimmed
8ALMSALUMIS INC$92.5M4.74%3.3MTrimmed
9ABVXABIVAX SA$90.0M4.61%675,000Trimmed
10DNTHDIANTHUS THERAPEUTICS INC$73.1M3.75%750,000Trimmed
11DRUGBRIGHT MINDS BIOSCIENCES INC$63.2M3.24%900,000Trimmed
12MLTXMOONLAKE IMMUNOTHERAPEUTICS$62.4M3.20%3.2MTrimmed
13BIOABIOAGE LABS INC$58.6M3.00%2.4MTrimmed
14ORKAORUKA THERAPEUTICS INC$50.8M2.60%533,340Hold
15ANLADLAI NORTYE LTD$45.7M2.34%4.0MAdded
16BBIOBRIDGEBIO PHARMA INC$41.0M2.10%550,000Trimmed
17TNGXTANGO THERAPEUTICS INC$40.6M2.08%1.3MTrimmed
18BHVNBIOHAVEN LTD$38.8M1.99%2.6MAdded
19AGMBAGOMAB THERAPEUTICS NV$32.0M1.64%2.5MHold
20MBXMBX BIOSCIENCES INC$30.4M1.56%550,000Trimmed
21CLYMCLIMB BIO INC$27.5M1.41%2.1MNew
22OLMAOLEMA PHARMACEUTICALS INC$26.9M1.38%2.1MTrimmed
23PHVSPHARVARIS N V$25.9M1.33%750,000Trimmed
24DMRADAMORA THERAPEUTICS INC$26.0M1.33%1.0MTrimmed
25CRBPCORBUS PHARMACEUTICALS HLDGS$22.0M1.13%2.3MHold

Source: SEC Form 13F filings · as of 2026-06-30