Cormorant Asset Management as of June 30, 2025
Portfolio Holdings for Cormorant Asset Management
Cormorant Asset Management holds 42 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 29.9 | $401M | 8.5M | 47.20 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 5.8 | $78M | 8.3M | 9.41 | |
| Bridgebio Pharma (BBIO) | 5.1 | $69M | 1.6M | 43.18 | |
| Praxis Precision Medicines I Com New (PRAX) | 5.1 | $68M | 1.6M | 42.05 | |
| Merus N V (MRUS) | 4.4 | $59M | 1.1M | 52.60 | |
| Edgewise Therapeutics (EWTX) | 4.2 | $56M | 4.3M | 13.11 | |
| Insmed Com Par $.01 (INSM) | 4.0 | $54M | 540k | 100.64 | |
| Arcellx Common Stock (ACLX) | 3.9 | $53M | 800k | 65.85 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 2.9 | $39M | 2.2M | 18.11 | |
| Janux Therapeutics (JANX) | 2.6 | $35M | 1.5M | 23.10 | |
| Rapport Therapeutics (RAPP) | 2.5 | $33M | 2.9M | 11.37 | |
| Verona Pharma Sponsored Ads (VRNA) | 2.5 | $33M | 350k | 94.58 | |
| Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) | 2.3 | $31M | 2.9M | 10.62 | |
| Bright Minds Biosciences Com New (DRUG) | 2.1 | $28M | 1.1M | 26.11 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.0 | $27M | 2.1M | 13.14 | |
| Pharvaris N V (PHVS) | 1.9 | $26M | 1.5M | 17.60 | |
| Gh Research Ordinary Shares (GHRS) | 1.8 | $25M | 2.0M | 12.19 | |
| Silverback Therapeutics (SPRY) | 1.4 | $19M | 1.1M | 17.45 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 1.2 | $16M | 2.4M | 6.90 | |
| Abivax Sa Sponsored Ads (ABVX) | 1.2 | $16M | 2.1M | 7.65 | |
| Cg Oncology (CGON) | 1.2 | $16M | 625k | 26.00 | |
| Arcutis Biotherapeutics (ARQT) | 1.0 | $14M | 1.0M | 14.02 | |
| Cargo Therapeutics (CRGX) | 1.0 | $14M | 3.4M | 4.12 | |
| Tarsus Pharmaceuticals (TARS) | 0.9 | $12M | 300k | 40.51 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.9 | $12M | 400k | 28.76 | |
| Mestera (MTSR) | 0.8 | $11M | 400k | 28.45 | |
| Aardvark Therapeutics (AARD) | 0.8 | $11M | 800k | 13.52 | |
| Axsome Therapeutics (AXSM) | 0.8 | $10M | 100k | 104.39 | |
| Bioage Labs (BIOA) | 0.7 | $8.8M | 2.1M | 4.13 | |
| Engene Holdings (ENGN) | 0.6 | $8.5M | 2.3M | 3.64 | |
| Mbx Biosciences (MBX) | 0.6 | $8.0M | 700k | 11.41 | |
| Cabaletta Bio (CABA) | 0.6 | $7.6M | 5.0M | 1.52 | |
| Alumis (ALMS) | 0.5 | $6.4M | 2.1M | 3.00 | |
| Biomea Fusion (BMEA) | 0.5 | $6.4M | 3.6M | 1.80 | |
| Korro Bio (KRRO) | 0.4 | $5.8M | 465k | 12.49 | |
| Vaxcyte (PCVX) | 0.4 | $5.7M | 175k | 32.51 | |
| Avidity Biosciences Ord (RNA) | 0.4 | $5.7M | 200k | 28.40 | |
| Enliven Therapeutics (ELVN) | 0.3 | $4.0M | 200k | 20.06 | |
| Stoke Therapeutics (STOK) | 0.2 | $2.9M | 254k | 11.35 | |
| Kala Bio Com New (KALA) | 0.2 | $2.9M | 603k | 4.76 | |
| Vyne Therapeutics (VYNE) | 0.2 | $2.3M | 1.4M | 1.65 | |
| Biohaven (BHVN) | 0.0 | $141k | 10k | 14.11 |
