Evid Invest
Holders — by stockHoldings — by fund

Cormorant Asset Management, LP

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001583977

$1.95B

disclosed book value

50

positions

11%

largest position share

Positions, as of 2026-06-30

top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1PRAXPRAXIS PRECISION MEDICINES I640,000$214.3M11%
2BBOTBRIDGEBIO ONCOLOGY THERAPEUT17.9M$136.2M7%
3PBLSPARABILIS MEDICINES INC4.6M$126.3M6.5%
4RAPPRAPPORT THERAPEUTICS INC2.7M$110.7M5.7%
5ERASERASCA INC6.0M$109.9M5.6%
6EWTXEDGEWISE THERAPEUTICS INC2.5M$102.0M5.2%
7EYPTEYEPOINT INC7.0M$100.1M5.1%
8ALMSALUMIS INC3.3M$92.5M4.7%
9ABVXABIVAX SA675,000$90.0M4.6%
10DNTHDIANTHUS THERAPEUTICS INC750,000$73.1M3.7%
11DRUGBRIGHT MINDS BIOSCIENCES INC900,000$63.2M3.2%
12MLTXMOONLAKE IMMUNOTHERAPEUTICS3.2M$62.4M3.2%
13BIOABIOAGE LABS INC2.4M$58.6M3%
14ORKAORUKA THERAPEUTICS INC533,340$50.8M2.6%
15ANLADLAI NORTYE LTD4.0M$45.7M2.3%
16BBIOBRIDGEBIO PHARMA INC550,000$41.0M2.1%
17TNGXTANGO THERAPEUTICS INC1.3M$40.6M2.1%
18BIOHAVEN LTD2.6M$38.8M2%
19AGMBAGOMAB THERAPEUTICS NV2.5M$32.0M1.6%
20MBXMBX BIOSCIENCES INC550,000$30.4M1.6%
21CLYMCLIMB BIO INC2.1M$27.5M1.4%
22OLMAOLEMA PHARMACEUTICALS INC2.1M$26.9M1.4%
23DAMORA THERAPEUTICS INC1.0M$26.0M1.3%
24PHARVARIS N V750,000$25.9M1.3%
25CRBPCORBUS PHARMACEUTICALS HLDGS2.3M$22.0M1.1%
26SYRESPYRE THERAPEUTICS INC225,000$20.0M1%
27DFTXDEFINIUM THERAPEUTICS INC400,000$18.8M1%
28NEWAMSTERDAM PHARMA COMPANY500,000$16.9M0.9%
29ROIVANT SCIENCES LTD475,000$16.8M0.9%
30CABACABALETTA BIO INC5.0M$15.6M0.8%
31HELIX ACQUISITION CORP III1.3M$13.8M0.7%
32ASCENDIS PHARMA A/S50,000$13.3M0.7%
33KLRAKAILERA THERAPEUTICS INC550,000$12.1M0.6%
34INSMINSMED INC75,000$8.0M0.4%
35FTHFAETH THERAPEUTICS INC1.0M$7.7M0.4%
36ELVNENLIVEN THERAPEUTICS INC150,000$7.6M0.4%
37TARSTARSUS PHARMACEUTICALS INC100,000$6.3M0.3%
38IBIOIBIO INC3.6M$6.2M0.3%
39CRNXCRINETICS PHARMACEUTICALS IN125,000$4.7M0.2%
40ARQTARCUTIS BIOTHERAPEUTICS INC175,000$4.6M0.2%
41ARWRARROWHEAD PHARMACEUTICALS IN50,000$4.1M0.2%
42GPCRSTRUCTURE THERAPEUTICS INC75,000$4.0M0.2%
43RESEARCH ALLIANCE CORP III370,000$4.0M0.2%
44COGTCOGENT BIOSCIENCES INC100,000$3.9M0.2%
45ALTALTIMMUNE INC1.3M$3.8M0.2%
46AMLXAMYLYX PHARMACEUTICALS INC200,000$3.6M0.2%
47ODTXODYSSEY THERAPEUTICS INC175,000$3.3M0.2%
48PCVXVAXCYTE INC50,000$2.9M0.1%
49BOLDBOUNDLESS BIO INC1.0M$2.5M0.1%
50QNCXQUINCE THERAPEUTICS INC5,498$100,0090%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.