Cormorant Asset Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.4T
Holdings
36
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BBOTBRIDGEBIO ONCOLOGY THERAPEUT | 17,878,594 | $207.0B | 14.29% | |
| 2 | ABVXABIVAX SA | 1,950,000 | $165.6B | 11.42% | |
| 3 | EYPTEYEPOINT PHARMACEUTICALS INC | 8,325,000 | $118.5B | 8.18% | |
| 4 | RAPPRAPPORT THERAPEUTICS INC | 3,192,521 | $94.8B | 6.54% | |
| 5 | BBIOBRIDGEBIO PHARMA INC | 1,400,000 | $72.7B | 5.02% | |
| 6 | EWTXEDGEWISE THERAPEUTICS INC | 4,010,000 | $65.0B | 4.49% | |
| 7 | DRUGBRIGHT MINDS BIOSCIENCES INC | 1,059,331 | $64.3B | 4.43% | |
| 8 | ACLXARCELLX INC | 775,000 | $63.6B | 4.39% | |
| 9 | IM8NINSMED INC | 430,000 | $61.9B | 4.27% | |
| 10 | NAMSNEWAMSTERDAM PHARMA COMPANY | 2,175,000 | $61.9B | 4.27% | |
| 11 | PRAXPRAXIS PRECISION MEDICINES I | 1,000,000 | $53.0B | 3.66% | |
| 12 | CNTACENTESSA PHARMACEUTICALS PLC | 1,925,000 | $46.7B | 3.22% | |
| 13 | PHVSPHARVARIS N V | 1,363,200 | $34.0B | 2.35% | |
| 14 | CRBPCORBUS PHARMACEUTICALS HLDGS | 2,375,000 | $30.0B | 2.07% | |
| 15 | GHRSGH RESEARCH PLC | 1,916,439 | $27.4B | 1.89% | |
| 16 | CGONCG ONCOLOGY INC | 625,000 | $25.2B | 1.74% | |
| 17 | KRROKORRO BIO INC | 465,000 | $22.3B | 1.54% | |
| 18 | MBXMBX BIOSCIENCES INC | 1,225,000 | $21.4B | 1.48% | |
| 19 | MTSRMETSERA INC | 400,000 | $20.9B | 1.44% | |
| 20 | JANXJANUX THERAPEUTICS INC | 850,000 | $20.8B | 1.43% | |
| 21 | TARSTARSUS PHARMACEUTICALS INC | 300,000 | $17.8B | 1.23% | |
| 22 | CRNXCRINETICS PHARMACEUTICALS IN | 400,000 | $16.7B | 1.15% | |
| 23 | ENGNENGENE HOLDINGS INC | 2,323,595 | $15.9B | 1.10% | |
| 24 | ARQTARCUTIS BIOTHERAPEUTICS INC | 775,000 | $14.6B | 1.01% | |
| 25 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 1,994,173 | $14.3B | 0.99% | |
| 26 | RNAAVIDITY BIOSCIENCES INC | 300,000 | $13.1B | 0.90% | |
| 27 | BIOABIOAGE LABS INC | 2,140,605 | $12.6B | 0.87% | |
| 28 | AXSMAXSOME THERAPEUTICS INC | 100,000 | $12.1B | 0.84% | |
| 29 | CABACABALETTA BIO INC | 5,000,000 | $11.7B | 0.81% | |
| 30 | ORKAORUKA THERAPEUTICS INC | 533,340 | $10.3B | 0.71% | |
| 31 | ALMSALUMIS INC | 2,147,396 | $8.6B | 0.59% | |
| 32 | BMEABIOMEA FUSION INC | 3,570,872 | $7.2B | 0.50% | |
| 33 | AMLXAMYLYX PHARMACEUTICALS INC | 500,000 | $6.8B | 0.47% | |
| 34 | PCVXVAXCYTE INC | 175,000 | $6.3B | 0.43% | |
| 35 | ELVNENLIVEN THERAPEUTICS INC | 200,000 | $4.1B | 0.28% | |
| 36 | BHVNBIOHAVEN LTD | 10,000 | $150.1M | 0.01% |