Cormorant Asset Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.3T
Holdings
77
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TURNING POINT THERAPEUTICS I | 3,700,000 | $99.3B | 7.63% | |
| 2 | ERASERASCA INC | 10,505,554 | $90.3B | 6.94% | |
| 3 | DSGNDESIGN THERAPEUTICS INC | 5,156,994 | $83.3B | 6.39% | |
| 4 | —PROMETHEUS BIOSCIENCES INC | 1,823,444 | $68.9B | 5.29% | |
| 5 | —GREENLIGHT BIOSCIENCS HLDS P | 6,710,540 | $62.0B | 4.76% | |
| 6 | APLSAPELLIS PHARMACEUTICALS INC | 1,125,000 | $57.2B | 4.39% | |
| 7 | RVMDREVOLUTION MEDICINES INC | 1,995,066 | $50.9B | 3.91% | |
| 8 | EWTXEDGEWISE THERAPEUTICS INC | 4,682,874 | $45.4B | 3.49% | |
| 9 | GLUEMONTE ROSA THERAPEUTICS INC | 3,002,199 | $42.1B | 3.23% | |
| 10 | —FORMA THERAPEUTICS HLDGS INC | 4,068,351 | $37.8B | 2.90% | |
| 11 | RNAAVIDITY BIOSCIENCES INC | 2,012,115 | $37.2B | 2.85% | |
| 12 | TNGXTANGO THERAPEUTICS INC | 4,899,185 | $37.1B | 2.85% | |
| 13 | AVTEAEROVATE THERAPEUTICS INC | 1,830,691 | $33.6B | 2.58% | |
| 14 | MLTXHELIX ACQUISITION CORP | 3,280,000 | $33.3B | 2.55% | |
| 15 | TARSTARSUS PHARMACEUTICALS INC | 1,375,982 | $23.1B | 1.78% | |
| 16 | STOKSTOKE THERAPEUTICS INC | 1,087,807 | $22.9B | 1.76% | |
| 17 | CNTACENTESSA PHARMACEUTICALS PLC | 2,489,894 | $22.3B | 1.71% | |
| 18 | CCXIEURCHEMOCENTRYX INC | 865,000 | $21.7B | 1.67% | |
| 19 | AXNX*AXONICS INC | 322,240 | $20.2B | 1.55% | |
| 20 | KRTXKARUNA THERAPEUTICS INC | 150,000 | $19.0B | 1.46% | |
| 21 | VRDNVIRIDIAN THERAPEUTICS INC | 1,000,000 | $18.5B | 1.42% | |
| 22 | VERVVERVE THERAPEUTICS INC | 700,710 | $16.0B | 1.23% | |
| 23 | BBIOBRIDGEBIO PHARMA INC | 1,568,909 | $15.9B | 1.22% | |
| 24 | TORCEURADICET BIO INC | 750,000 | $15.0B | 1.15% | |
| 25 | IMRXIMMUNEERING CORP | 2,302,626 | $14.9B | 1.14% | |
| 26 | CYTKCYTOKINETICS INC | 400,000 | $14.7B | 1.13% | |
| 27 | BMEABIOMEA FUSION INC | 3,170,872 | $14.1B | 1.09% | |
| 28 | RCKTROCKET PHARMACEUTICALS INC | 868,550 | $13.8B | 1.06% | |
| 29 | PHVSPHARVARIS N V | 684,888 | $12.4B | 0.95% | |
| 30 | —LONGBOARD PHARMACEUTICALS IN | 2,273,221 | $12.1B | 0.93% | |
| 31 | ALXOALX ONCOLOGY HLDGS INC | 712,079 | $12.0B | 0.92% | |
| 32 | —RAIN THERAPEUTICS INC | 2,326,660 | $11.8B | 0.91% | |
| 33 | —TALARIS THERAPEUTICS INC | 1,174,723 | $11.6B | 0.89% | |
| 34 | AVIRATEA PHARMACEUTICALS INC | 1,547,181 | $11.2B | 0.86% | |
| 35 | GHRSGH RESEARCH PLC | 608,123 | $11.1B | 0.85% | |
| 36 | 1K0IGM BIOSCIENCES INC | 402,200 | $10.8B | 0.83% | |
| 37 | VTYXVENTYX BIOSCIENCES INC | 785,303 | $10.7B | 0.82% | |
| 38 | HZNPHORIZON THERAPEUTICS PUB L | 100,000 | $10.5B | 0.81% | |
| 39 | —AMBRX BIOPHARMA INC | 2,486,386 | $10.2B | 0.79% | |
| 40 | BCABBIOATLA INC | 2,038,215 | $10.2B | 0.78% | |
| 41 | —VECTIVBIO HLDG AG | 2,078,485 | $9.8B | 0.75% | |
| 42 | —BIOHAVEN PHARMACTL HLDG CO L | 80,000 | $9.5B | 0.73% | |
| 43 | ITCIEURINTRA CELLULAR THERAPIES INC | 150,000 | $9.2B | 0.70% | |
| 44 | OLMAOLEMA PHARMACEUTICALS INC | 2,082,000 | $8.9B | 0.68% | |
| 45 | TYRATYRA BIOSCIENCES INC | 757,432 | $8.1B | 0.62% | |
| 46 | PRAXPRAXIS PRECISION MEDICINES I | 752,406 | $7.7B | 0.59% | |
| 47 | ASNDASCENDIS PHARMA A/S | 50,000 | $5.9B | 0.45% | |
| 48 | AKROAKERO THERAPEUTICS INC | 403,787 | $5.7B | 0.44% | |
| 49 | KROSKEROS THERAPEUTICS INC | 100,000 | $5.4B | 0.42% | |
| 50 | BEAMBEAM THERAPEUTICS INC | 90,045 | $5.2B | 0.40% | |
| 51 | ELDNELEDON PHARMACEUTICALS INC | 1,305,095 | $5.1B | 0.39% | |
| 52 | —ELEVATION ONCOLOGY INC | 1,983,165 | $5.0B | 0.38% | |
| 53 | VIGLVIGIL NEUROSCIENCE INC | 616,786 | $4.2B | 0.32% | |
| 54 | MRTXEURMIRATI THERAPEUTICS INC | 50,000 | $4.1B | 0.32% | |
| 55 | PLRXPLIANT THERAPEUTICS INC | 482,413 | $3.4B | 0.26% | |
| 56 | 5E7ITEOS THERAPEUTICS INC | 100,000 | $3.2B | 0.25% | |
| 57 | —ICOSAVAX INC | 426,393 | $3.0B | 0.23% | |
| 58 | GLSHQGELESIS HLDGS INC | 626,108 | $2.8B | 0.21% | |
| 59 | PYXSPYXIS ONCOLOGY INC | 668,854 | $2.7B | 0.21% | |
| 60 | —HARPOON THERAPEUTICS INC | 540,600 | $2.7B | 0.21% | |
| 61 | BCELATRECA INC | 800,000 | $2.5B | 0.19% | |
| 62 | CABACABALETTA BIO INC | 1,154,424 | $2.3B | 0.18% | |
| 63 | GLTOUSDGALECTO INC | 1,020,238 | $2.2B | 0.17% | |
| 64 | —RENOVACOR INC | 500,000 | $2.1B | 0.16% | |
| 65 | MGTXMEIRAGTX HLDGS PLC | 150,000 | $2.1B | 0.16% | |
| 66 | CATBUSDASTRIA THERAPEUTICS INC | 300,000 | $2.0B | 0.15% | |
| 67 | —AKOUOS INC | 394,500 | $1.9B | 0.14% | |
| 68 | YMABUSDY-MABS THERAPEUTICS INC | 150,000 | $1.8B | 0.14% | |
| 69 | GOSSGOSSAMER BIO INC | 198,382 | $1.7B | 0.13% | |
| 70 | AUTLAUTOLUS THERAPEUTICS PLC | 392,167 | $1.6B | 0.13% | |
| 71 | CMMBCHEMOMAB THERAPEUTICS LTD | 288,168 | $1.4B | 0.11% | |
| 72 | ANABANAPTYSBIO INC | 50,000 | $1.2B | 0.09% | |
| 73 | DTILPRECISION BIOSCIENCES INC | 346,524 | $1.1B | 0.08% | |
| 74 | GRPHGRAPHITE BIO INC | 203,153 | $1.0B | 0.08% | |
| 75 | IMV1EURIMV INC | 234,374 | $337.0M | 0.03% | |
| 76 | ORTXUSDORCHARD THERAPEUTICS PLC | 256,649 | $183.0M | 0.01% | |
| 77 | ASNSUSDX4 PHARMACEUTICALS INC | 103,980 | $182.0M | 0.01% |