Cormorant Asset Management, LP

CIK 0001583977 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Cormorant Asset Management, LP reported 50 positions worth $1.95B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PRAX (11.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.95B
2026 Q2
Positions
50
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
59.2%
Est. Net Flow (Q)
2026 Q2
10 / 50 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1PRAXPRAXIS PRECISION MEDICINES ISH$214.3M10.98%640,000
2BBOTBRIDGEBIO ONCOLOGY THERAPEUTSH$136.2M6.98%17,878,594
3PBLSPARABILIS MEDICINES INCSH$126.3M6.47%4,615,612
4RAPPRAPPORT THERAPEUTICS INCSH$110.7M5.67%2,657,521
5ERASERASCA INCSH$109.9M5.63%6,000,000
6EWTXEDGEWISE THERAPEUTICS INCSH$102.0M5.23%2,510,000
7EYPTEYEPOINT INCSH$100.1M5.13%7,000,000
8ALMSALUMIS INCSH$92.5M4.74%3,285,596
9ABVXABIVAX SASH$90.0M4.61%675,000
10DNTHDIANTHUS THERAPEUTICS INCSH$73.1M3.75%750,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cormorant Asset Management, LP hold as of Q2 2026?

Cormorant Asset Management, LP reported 50 positions worth $1.95B in its Q2 2026 13F filing. Largest positions: PRAX (11.0%), BBOT (7.0%), PBLS (6.5%), RAPP (5.7%) and ERAS (5.6%).

What did Cormorant Asset Management, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cormorant Asset Management, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.