The Analysis of Cormorant Asset Management, LP's Holdings & P&L


Currently, Cormorant Asset Management, LP holds 47 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in N/A (+885.5K shares, valued at $285.3M), N/A (+17.9M shares, valued at $160.0M), EYPT (+8.3M shares, valued at $106.5M); decreased their positions in DRUG (-109.3K shares, valued at $9.5M); initiated new positions in N/A (+885.5K shares, valued at $285.3M), N/A (+17.9M shares, valued at $160.0M), EYPT (+8.3M shares, valued at $106.5M).


1M P&L
-31.2M-2.37%
3M P&L
-54.7M-4.08%
HY P&L
+117.9M+10.10%

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

1Biotechnology1.7B
93.9%
2Drug Manufacturers - Specialty & Generic109.6M
6.1%

Top Industries by Stock Count

1Biotechnology33 stocks
94.3%
2Drug Manufacturers - Specialty & Generic2 stocks
5.7%
Stock Holdings
PRAXIS PRECISION MEDICINES I
PRAXIS PRECISION MEDICINES I
New
Shares885.5K
Event2026-03-31
Filed2026-05-15
BRIDGEBIO ONCOLOGY THERAPEUT
BRIDGEBIO ONCOLOGY THERAPEUT
New
Shares17.9M
Event2026-03-31
Filed2026-05-15
EYPT
EYEPOINT INC
New
Shares8.3M
Event2026-03-31
Filed2026-05-15
EWTX
EDGEWISE THERAPEUTICS INC
New
Shares3.3M
Event2026-03-31
Filed2026-05-15
ERAS
ERASCA INC
New
Shares5.8M
Event2026-03-31
Filed2026-05-15
RAPP
RAPPORT THERAPEUTICS INC
New
Shares3.0M
Event2026-03-31
Filed2026-05-15
ALMS
ALUMIS INC
New
Shares3.9M
Event2026-03-31
Filed2026-05-15
ABVX
ABIVAX SA
New
Shares760.0K
Event2026-03-31
Filed2026-05-15
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
New
Shares4.5M
Event2026-03-31
Filed2026-05-15
-10.32%
Shares950.0K
Event2026-04-28
Filed2026-04-30
DNTH
DIANTHUS THERAPEUTICS INC
New
Shares950.0K
Event2026-03-31
Filed2026-05-15
BRIGHT MINDS BIOSCIENCES INC
BRIGHT MINDS BIOSCIENCES INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
BBIO
BRIDGEBIO PHARMA INC
New
Shares850.0K
Event2026-03-31
Filed2026-05-15
OLMA
OLEMA PHARMACEUTICALS INC
New
Shares3.9M
Event2026-03-31
Filed2026-05-15
BIOA
BIOAGE LABS INC
New
Shares2.9M
Event2026-03-31
Filed2026-05-15
CNTA
CENTESSA PHARMACEUTICALS PLC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
DAMORA THERAPEUTICS INC
DAMORA THERAPEUTICS INC
New
Shares1.5M
Event2026-03-31
Filed2026-05-15
MBX
MBX BIOSCIENCES INC
New
Shares1.1M
Event2026-03-31
Filed2026-05-15
INSM
INSMED INC
New
Shares190.0K
Event2026-03-31
Filed2026-05-15
NAMS
NEWAMSTERDAM PHARMA COMPANY
New
Shares950.0K
Event2026-03-31
Filed2026-05-15
TNGX
TANGO THERAPEUTICS INC
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
PHVS
PHARVARIS N V
New
Shares1.0M
Event2026-03-31
Filed2026-05-15
ORKA
ORUKA THERAPEUTICS INC
New
Shares533.3K
Event2026-03-31
Filed2026-05-15
AGOMAB THERAPEUTICS NV
AGOMAB THERAPEUTICS NV
New
Shares2.5M
Event2026-03-31
Filed2026-05-15
MAZE
MAZE THERAPEUTICS INC
New
Shares750.0K
Event2026-03-31
Filed2026-05-15
CORBUS PHARMACEUTICALS HLDGS
CORBUS PHARMACEUTICALS HLDGS
New
Shares2.3M
Event2026-03-31
Filed2026-05-15
ASND
ASCENDIS PHARMA A/S
New
Shares95.0K
Event2026-03-31
Filed2026-05-15
ROIV
ROIVANT SCIENCES LTD
New
Shares750.0K
Event2026-03-31
Filed2026-05-15
ANL
ADLAI NORTYE LTD
New
Shares2.9M
Event2026-03-31
Filed2026-05-15
TERN
TERNS PHARMACEUTICALS INC
New
Shares300.0K
Event2026-03-31
Filed2026-05-15
TARS
TARSUS PHARMACEUTICALS INC
New
Shares225.0K
Event2026-03-31
Filed2026-05-15
BIOHAVEN LTD
BIOHAVEN LTD
New
Shares1.8M
Event2026-03-31
Filed2026-05-15
CABA
CABALETTA BIO INC
New
Shares5.5M
Event2026-03-31
Filed2026-05-15
HELIX ACQUISITION CORP III
HELIX ACQUISITION CORP III
New
Shares1.3M
Event2026-03-31
Filed2026-05-15
ARQT
ARCUTIS BIOTHERAPEUTICS INC
New
Shares450.0K
Event2026-03-31
Filed2026-05-15
SNSE
SENSEI BIOTHERAPEUTICS INC
New
Shares306.2K
Event2026-03-31
Filed2026-05-15
CRNX
CRINETICS PHARMACEUTICALS IN
New
Shares250.0K
Event2026-03-31
Filed2026-05-15
ZURA
ZURA BIO LTD
New
Shares1.4M
Event2026-03-31
Filed2026-05-15
AXSM
AXSOME THERAPEUTICS INC.
New
Shares50.0K
Event2026-03-31
Filed2026-05-15
GPCR
STRUCTURE THERAPEUTICS INC
New
Shares175.0K
Event2026-03-31
Filed2026-05-15
COGT
COGENT BIOSCIENCES INC
New
Shares200.0K
Event2026-03-31
Filed2026-05-15
GLUE
MONTE ROSA THERAPEUTICS INC
New
Shares400.0K
Event2026-03-31
Filed2026-05-15
ARROWHEAD PHARMACEUTICALS IN
ARROWHEAD PHARMACEUTICALS IN
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
PCVX
VAXCYTE INC
New
Shares100.0K
Event2026-03-31
Filed2026-05-15
AMLX
AMYLYX PHARMACEUTICALS INC
New
Shares350.0K
Event2026-03-31
Filed2026-05-15
RALLYBIO CORP
RALLYBIO CORP
New
Shares400.0K
Event2026-03-31
Filed2026-05-15
CNTX
CONTEXT THERAPEUTICS INC
New
Shares529.5K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
OLMA Call
OLEMA PHARMACEUTICALS INC
New
Shares500.0K
Event2026-03-31
Filed2026-05-15

Put Option Holdings
No put option holdings data available
Cormorant Asset Management, LP Institutional Holdings, Portfolio & P&L β€” TradeFomo