Sponsored
The Analysis of Cormorant Asset Management, LP's Holdings & P&L
Currently, Cormorant Asset Management, LP holds 34 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in N/A (+950.0K shares, valued at $280.0M), N/A (+17.9M shares, valued at $223.8M), ABVX (+1.4M shares, valued at $182.1M); decreased their positions in DRUG (-109.3K shares, valued at $9.5M); initiated new positions in N/A (+950.0K shares, valued at $280.0M), N/A (+17.9M shares, valued at $223.8M), ABVX (+1.4M shares, valued at $182.1M).
1M P&L
-13.9M-1.16%
3M P&L
+16.0M+1.37%
HY P&L
+289.9M+32.38%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Biotechnology1.1B
97.7%
2Drug Manufacturers - Specialty & Generic27.0M
2.3%
Top Industries by Stock Count
1Biotechnology26 stocks
96.3%
2Drug Manufacturers - Specialty & Generic1 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I950.0K sharesnew addition2025-12-312026-02-17
BRIDGEBIO ONCOLOGY THERAPEUT BRIDGEBIO ONCOLOGY THERAPEUT17.9M sharesnew addition2025-12-312026-02-17
Sponsored
Sponsored
Sponsored
Sponsored
PRAXIS PRECISION MEDICINES I
NewPRAXIS PRECISION MEDICINES I
Shares950.0K
Event2025-12-31
Filed2026-02-17
BRIDGEBIO ONCOLOGY THERAPEUT
NewBRIDGEBIO ONCOLOGY THERAPEUT
Shares17.9M
Event2025-12-31
Filed2026-02-17
ABVX
NewABIVAX SA
Shares1.4M
Event2025-12-31
Filed2026-02-17
EYPT
NewEYEPOINT INC
Shares8.3M
Event2025-12-31
Filed2026-02-17
RAPP
NewRAPPORT THERAPEUTICS INC
Shares3.0M
Event2025-12-31
Filed2026-02-17
BBIO
NewBRIDGEBIO PHARMA INC
Shares1.2M
Event2025-12-31
Filed2026-02-17
-10.32%
Shares950.0K
Event2026-04-28
Filed2026-04-30
EWTX
NewEDGEWISE THERAPEUTICS INC
Shares3.3M
Event2025-12-31
Filed2026-02-17
BRIGHT MINDS BIOSCIENCES INC
0.00%BRIGHT MINDS BIOSCIENCES INC
Shares1.1M
Event2026-01-31
Filed2026-02-06
OLMA
NewOLEMA PHARMACEUTICALS INC
Shares2.8M
Event2025-12-31
Filed2026-02-17
MLTX
NewMOONLAKE IMMUNOTHERAPEUTICS
Shares4.4M
Event2025-12-31
Filed2026-02-17
INSM
NewINSMED INC
Shares275.0K
Event2025-12-31
Filed2026-02-17
ENGENE HOLDINGS INC
NewENGENE HOLDINGS INC
Shares4.0M
Event2025-12-31
Filed2026-02-17
ALMS
NewALUMIS INC
Shares3.6M
Event2025-12-31
Filed2026-02-17
MBX
NewMBX BIOSCIENCES INC
Shares1.1M
Event2025-12-31
Filed2026-02-17
NAMS
NewNEWAMSTERDAM PHARMA COMPANY
Shares1.0M
Event2025-12-31
Filed2026-02-17
CNTA
NewCENTESSA PHARMACEUTICALS PLC
Shares1.3M
Event2025-12-31
Filed2026-02-17
PHVS
NewPHARVARIS N V
Shares1.1M
Event2025-12-31
Filed2026-02-17
New
Shares4.0M
Event2025-12-31
Filed2026-02-17
BIOA
NewBIOAGE LABS INC
Shares2.0M
Event2025-12-31
Filed2026-02-17
ASND
NewASCENDIS PHARMA A/S
Shares100.0K
Event2025-12-31
Filed2026-02-17
TARS
NewTARSUS PHARMACEUTICALS INC
Shares250.0K
Event2025-12-31
Filed2026-02-17
CORBUS PHARMACEUTICALS HLDGS
0.00%CORBUS PHARMACEUTICALS HLDGS
Shares2.3M
Event2025-12-31
Filed2026-02-17
GHRS
NewGH RESEARCH PLC
Shares1.3M
Event2025-12-31
Filed2026-02-17
ORKA
NewORUKA THERAPEUTICS INC
Shares533.3K
Event2025-12-31
Filed2026-02-17
ARQT
NewARCUTIS BIOTHERAPEUTICS INC
Shares500.0K
Event2025-12-31
Filed2026-02-17
CRNX
NewCRINETICS PHARMACEUTICALS IN
Shares300.0K
Event2025-12-31
Filed2026-02-17
AXSM
NewAXSOME THERAPEUTICS INC
Shares75.0K
Event2025-12-31
Filed2026-02-17
CABA
NewCABALETTA BIO INC
Shares4.4M
Event2025-12-31
Filed2026-02-17
JANX
NewJANUX THERAPEUTICS INC
Shares650.0K
Event2025-12-31
Filed2026-02-17
COGT
NewCOGENT BIOSCIENCES INC
Shares225.0K
Event2025-12-31
Filed2026-02-17
PCVX
NewVAXCYTE INC
Shares125.0K
Event2025-12-31
Filed2026-02-17
AMLX
NewAMYLYX PHARMACEUTICALS INC
Shares400.0K
Event2025-12-31
Filed2026-02-17
BIOHAVEN LTD
NewBIOHAVEN LTD
Shares10.0K
Event2025-12-31
Filed2026-02-17
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
INVESCO QQQ TR Put
NewINVESCO QQQ TR
Shares250.0K
Event2025-12-31
Filed2026-02-17
IWM Put
NewISHARES TR
Shares500.0K
Event2025-12-31
Filed2026-02-17
XBI Put
NewSPDR SERIES TRUST
Shares1.0M
Event2025-12-31
Filed2026-02-17