Cormorant Asset Management as of Sept. 30, 2025
Portfolio Holdings for Cormorant Asset Management
Cormorant Asset Management holds 36 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bridgebio Oncology Therapeut Com New | 14.3 | $207M | 18M | 11.58 | |
| Abivax Sa Sponsored Ads (ABVX) | 11.4 | $166M | 2.0M | 84.90 | |
| Eyepoint Pharmaceuticals Com New (EYPT) | 8.2 | $119M | 8.3M | 14.24 | |
| Rapport Therapeutics (RAPP) | 6.5 | $95M | 3.2M | 29.70 | |
| Bridgebio Pharma (BBIO) | 5.0 | $73M | 1.4M | 51.94 | |
| Edgewise Therapeutics (EWTX) | 4.5 | $65M | 4.0M | 16.22 | |
| Bright Minds Biosciences Com New (DRUG) | 4.4 | $64M | 1.1M | 60.66 | |
| Arcellx Common Stock (ACLX) | 4.4 | $64M | 775k | 82.10 | |
| Insmed Com Par $.01 (INSM) | 4.3 | $62M | 430k | 144.01 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 4.3 | $62M | 2.2M | 28.44 | |
| Praxis Precision Medicines I Com New (PRAX) | 3.7 | $53M | 1.0M | 53.00 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 3.2 | $47M | 1.9M | 24.25 | |
| Pharvaris N V (PHVS) | 2.3 | $34M | 1.4M | 24.95 | |
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 2.1 | $30M | 2.4M | 12.65 | |
| Gh Research Ordinary Shares (GHRS) | 1.9 | $27M | 1.9M | 14.30 | |
| Cg Oncology (CGON) | 1.7 | $25M | 625k | 40.28 | |
| Korro Bio (KRRO) | 1.5 | $22M | 465k | 47.89 | |
| Mbx Biosciences (MBX) | 1.5 | $21M | 1.2M | 17.50 | |
| Mestera (MTSR) | 1.4 | $21M | 400k | 52.33 | |
| Janux Therapeutics (JANX) | 1.4 | $21M | 850k | 24.44 | |
| Tarsus Pharmaceuticals (TARS) | 1.2 | $18M | 300k | 59.43 | |
| Crinetics Pharmaceuticals In (CRNX) | 1.1 | $17M | 400k | 41.65 | |
| Engene Holdings (ENGN) | 1.1 | $16M | 2.3M | 6.83 | |
| Arcutis Biotherapeutics (ARQT) | 1.0 | $15M | 775k | 18.85 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 1.0 | $14M | 2.0M | 7.17 | |
| Avidity Biosciences Ord (RNA) | 0.9 | $13M | 300k | 43.57 | |
| Bioage Labs (BIOA) | 0.9 | $13M | 2.1M | 5.88 | |
| Axsome Therapeutics (AXSM) | 0.8 | $12M | 100k | 121.45 | |
| Cabaletta Bio (CABA) | 0.8 | $12M | 5.0M | 2.34 | |
| Oruka Therapeutics (ORKA) | 0.7 | $10M | 533k | 19.23 | |
| Alumis (ALMS) | 0.6 | $8.6M | 2.1M | 3.99 | |
| Biomea Fusion (BMEA) | 0.5 | $7.2M | 3.6M | 2.02 | |
| Amylyx Pharmaceuticals (AMLX) | 0.5 | $6.8M | 500k | 13.59 | |
| Vaxcyte (PCVX) | 0.4 | $6.3M | 175k | 36.02 | |
| Enliven Therapeutics (ELVN) | 0.3 | $4.1M | 200k | 20.47 | |
| Biohaven (BHVN) | 0.0 | $150k | 10k | 15.01 |
