Cormorant Asset Management, LP
CIK 1583977
13F filing for Q2 2026・No. 1,668
- Holdings
- US$1.95B
- Quarter change
- −US$39.64M
- Entries
- 50
- Net bought (estimate)
- −US$244.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 9
- Cut 28
- Added 4
- Corporate actions 0
- Unchanged 5
Largest holdings
50 stocks worth US$1.95B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PRAXIS PRECISION MEDICINES ICOM NEW | Cut | 640,000 | US$214.27M | 10.98% |
| BRIDGEBIO ONCOLOGY THERAPEUTCOM NEW | Unchanged | 17,878,594 | US$136.23M | 6.98% |
| PARABILIS MEDICINES INCCOM | New | 4,615,612 | US$126.33M | 6.47% |
| RAPPORT THERAPEUTICS INCCOM | Cut | 2,657,521 | US$110.74M | 5.67% |
| ERASCA INCCOM | Added | 6,000,000 | US$109.92M | 5.63% |
| EDGEWISE THERAPEUTICS INCCOM | Cut | 2,510,000 | US$101.98M | 5.23% |
| EYEPOINT INCCOM NEW | Cut | 7,000,000 | US$100.1M | 5.13% |
| ALUMIS INCCOM | Cut | 3,285,596 | US$92.46M | 4.74% |
| ABIVAX SASPONSORED ADS | Cut | 675,000 | US$89.95M | 4.61% |
| DIANTHUS THERAPEUTICS INCCOM | Cut | 750,000 | US$73.11M | 3.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.