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Cormorant Asset Management, LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cormorant Asset Management, LP

报告期 2026-03-31 · CIK 0001583977

持仓数

47

前50大市值合计

$1.99B

报告期

2026-03-31

当前持仓调仓

前 47 大持仓

标的

类型

市值

股数

占比*

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$285.3M

885,500

14.3%

BBOT BRIDGEBIO ONCOLOGY THERAPEUT

COM NEW

$160.0M

17,878,594

8.0%

EYPT EYEPOINT INC

COM NEW

$106.5M

8,265,000

5.4%

EWTX EDGEWISE THERAPEUTICS INC

COM

$102.7M

3,260,000

5.2%

ERAS ERASCA INC

COM

$93.8M

5,800,000

4.7%

RAPP RAPPORT THERAPEUTICS INC

COM

$92.5M

2,957,521

4.6%

ALMS ALUMIS INC

COM

$87.0M

3,949,241

4.4%

ABVX ABIVAX SA

SPONSORED ADS

$84.6M

760,000

4.3%

MLTX MOONLAKE IMMUNOTHERAPEUTICS

CLASS A ORD

$83.5M

4,480,433

4.2%

DNTH DIANTHUS THERAPEUTICS INC

COM

$79.7M

950,000

4.0%

DRUG BRIGHT MINDS BIOSCIENCES INC

COM NEW

$77.3M

1,059,331

3.9%

BBIO BRIDGEBIO PHARMA INC

COM

$63.1M

850,000

3.2%

OLMA OLEMA PHARMACEUTICALS INC

COM

$58.1M

3,900,000

2.9%

BIOA BIOAGE LABS INC

COM

$50.6M

2,890,605

2.5%

— CENTESSA PHARMACEUTICALS PLC

SPONSORED ADS

$41.7M

1,050,000

2.1%

DMRA DAMORA THERAPEUTICS INC

COM NEW

$39.5M

1,525,000

2.0%

MBX MBX BIOSCIENCES INC

COM

$33.4M

1,120,000

1.7%

INSM INSMED INC

COM PAR $.01

$31.1M

190,000

1.6%

— NEWAMSTERDAM PHARMA COMPANY

ORDINARY SHARES

$30.4M

950,000

1.5%

TNGX TANGO THERAPEUTICS INC

COM

$29.8M

1,425,000

1.5%

— PHARVARIS N V

COM

$28.3M

1,000,000

1.4%

ORKA ORUKA THERAPEUTICS INC

COM

$26.2M

533,340

1.3%

AGMB AGOMAB THERAPEUTICS NV

SPONSORED ADS

$25.9M

2,465,348

1.3%

MAZE MAZE THERAPEUTICS INC

COM

$22.4M

750,000

1.1%

CRBP CORBUS PHARMACEUTICALS HLDGS

COM NEW

$22.0M

2,344,971

1.1%

— ASCENDIS PHARMA A/S

SPONSORED ADR

$21.7M

95,000

1.1%

— ROIVANT SCIENCES LTD

SHS

$20.8M

750,000

1.0%

ANL ADLAI NORTYE LTD

SPONSORED ADS

$20.1M

2,897,857

1.0%

— TERNS PHARMACEUTICALS INC

COM

$15.8M

300,000

0.8%

TARS TARSUS PHARMACEUTICALS INC

COM

$15.8M

225,000

0.8%

— BIOHAVEN LTD

COM

$14.9M

1,760,000

0.7%

CABA CABALETTA BIO INC

COM

$14.8M

5,500,000

0.7%

— HELIX ACQUISITION CORP III

USD CL A ORD SHS

$13.2M

1,297,500

0.7%

ARQT ARCUTIS BIOTHERAPEUTICS INC

COM

$10.6M

450,000

0.5%

FTH SENSEI BIOTHERAPEUTICS INC

COM NEW

$9.7M

306,222

0.5%

CRNX CRINETICS PHARMACEUTICALS IN

COM

$9.1M

250,000

0.5%

— ZURA BIO LTD

CLASS A ORD SHS

$8.6M

1,450,000

0.4%

AXSM AXSOME THERAPEUTICS INC.

COM

$8.5M

50,000

0.4%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$8.4M

175,000

0.4%

COGT COGENT BIOSCIENCES INC

COM

$7.7M

200,000

0.4%

OLMA OLEMA PHARMACEUTICALS INC

COM · 认购

$7.5M

500,000

0.4%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$6.6M

400,000

0.3%

ARWR ARROWHEAD PHARMACEUTICALS IN

COM

$6.3M

100,000

0.3%

PCVX VAXCYTE INC

COM

$5.8M

100,000

0.3%

AMLX AMYLYX PHARMACEUTICALS INC

COM

$4.9M

350,000

0.2%

RLYB RALLYBIO CORP

COM

$3.6M

400,000

0.2%

CNTX CONTEXT THERAPEUTICS INC

COM

$1.4M

529,550

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

42%前 6 大占比

PRAX14.3%BBOT8.0%EYPT5.4%EWTX5.2%ERAS4.7%RAPP4.6%