Cormorant Asset Management, LP
CIK: 0001583977SEC EDGAR →
Portfolio Value
$2.2B
Holdings
35
As of
Q4 2025
New Positions
3
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I | 950,000 | $280.0M | 12.95% |
| 2 | BRIDGEBIO ONCOLOGY THERAPEUT | 17,878,594 | $223.8M | 10.35% |
| 3 | ABIVAX SA | 1,350,000 | $182.1M | 8.42% |
| 4 | NDQPut INVESCO QQQ TR | 250,000 | $153.6M | 7.10% |
| 5 | EYEPOINT INC | 8,265,000 | $151.0M | 6.98% |
| 6 | IWMPut ISHARES TR | 500,000 | $123.1M | 5.69% |
| 7 | XBIPut SPDR SERIES TRUST | 1,000,000 | $121.9M | 5.64% |
| 8 | RAPPORT THERAPEUTICS INC | 3,027,521 | $91.9M | 4.25% |
| 9 | BRIDGEBIO PHARMA INC | 1,200,000 | $91.8M | 4.24% |
| 10 | BRIGHT MINDS BIOSCIENCES INC | 1,059,331 | $82.7M | 3.82% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 31 | $1.7B | 79.4% |
| Financial Services | 2 | $245.0M | 11.3% |
| Unknown | 2 | $201.4M | 9.3% |