Filed: 5/15/2026ACC: 0001583977-26-000002
📋 What this filing means
CORMORANT ASSET MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $1.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$1.99B
Total AUM (reported)
89.33M
Total Shares
Allocation by class
COM$900.74M45.2%
COM NEW$700.32M35.2%
SPONSORED ADS$180.68M9.1%
CLASS A ORD$83.52M4.2%
COM PAR $.01$31.07M1.6%
ORDINARY SHARES$30.41M1.5%
SPONSORED ADR$21.73M1.1%
Portfolio Concentration
Top 3$551.85M27.7%
4–10$623.94M31.3%
11–25$587.18M29.5%
Rest$228.07M11.5%
Top 3 weight
27.7%
Top 10 weight
59.1%
Voting Authority Distribution
Total shares with voting rights: 89.33M
Sole
Full voting authority
89.33M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other46
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
PRAXIS PRECISION MEDICINES I
DFNDShares885.50K
TypeSH
Market value$285.30M
14.33%
Sole
885.50K
Shared
0.00
None
0.00
BRIDGEBIO ONCOLOGY THERAPEUT
DFNDShares17.88M
TypeSH
Market value$160.01M
8.04%
Sole
17.88M
Shared
0.00
None
0.00
EYEPOINT INC
DFNDShares8.27M
TypeSH
Market value$106.54M
5.35%
Sole
8.27M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
DFNDShares3.26M
TypeSH
Market value$102.69M
5.16%
Sole
3.26M
Shared
0.00
None
0.00
ERASCA INC
DFNDShares5.80M
TypeSH
Market value$93.84M
4.71%
Sole
5.80M
Shared
0.00
None
0.00
RAPPORT THERAPEUTICS INC
DFNDShares2.96M
TypeSH
Market value$92.54M
4.65%
Sole
2.96M
Shared
0.00
None
0.00
ALUMIS INC
DFNDShares3.95M
TypeSH
Market value$87.00M
4.37%
Sole
3.95M
Shared
0.00
None
0.00
ABIVAX SA
DFNDShares760K
TypeSH
Market value$84.63M
4.25%
Sole
760K
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
DFNDShares4.48M
TypeSH
Market value$83.52M
4.19%
Sole
4.48M
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
DFNDShares950K
TypeSH
Market value$79.72M
4.00%
Sole
950K
Shared
0.00
None
0.00
BRIGHT MINDS BIOSCIENCES INC
DFNDShares1.06M
TypeSH
Market value$77.30M
3.88%
Sole
1.06M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
DFNDShares4.40M
TypeSH
Market value$65.60M
3.29%
Sole
4.40M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares850K
TypeSH
Market value$63.12M
3.17%
Sole
850K
Shared
0.00
None
0.00
BIOAGE LABS INC
DFNDShares2.89M
TypeSH
Market value$50.56M
2.54%
Sole
2.89M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
DFNDShares1.05M
TypeSH
Market value$41.71M
2.09%
Sole
1.05M
Shared
0.00
None
0.00
DAMORA THERAPEUTICS INC
DFNDShares1.52M
TypeSH
Market value$39.50M
1.98%
Sole
1.52M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
DFNDShares1.12M
TypeSH
Market value$33.43M
1.68%
Sole
1.12M
Shared
0.00
None
0.00
INSMED INC
DFNDShares190K
TypeSH
Market value$31.07M
1.56%
Sole
190K
Shared
0.00
None
0.00
NEWAMSTERDAM PHARMA COMPANY
DFNDShares950K
TypeSH
Market value$30.41M
1.53%
Sole
950K
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
DFNDShares1.43M
TypeSH
Market value$29.81M
1.50%
Sole
1.43M
Shared
0.00
None
0.00
PHARVARIS N V
DFNDShares1M
TypeSH
Market value$28.25M
1.42%
Sole
1M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
DFNDShares533.34K
TypeSH
Market value$26.16M
1.31%
Sole
533.34K
Shared
0.00
None
0.00
AGOMAB THERAPEUTICS NV
DFNDShares2.47M
TypeSH
Market value$25.86M
1.30%
Sole
2.47M
Shared
0.00
None
0.00
MAZE THERAPEUTICS INC
DFNDShares750K
TypeSH
Market value$22.39M
1.12%
Sole
750K
Shared
0.00
None
0.00
CORBUS PHARMACEUTICALS HLDGS
DFNDShares2.34M
TypeSH
Market value$22.02M
1.11%
Sole
2.34M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PRAXIS PRECISION MEDICINES IDFND | COM NEW | 885.50K | SH | $285.30M 14.33% | 885.50K | 0.00 | 0.00 |
BRIDGEBIO ONCOLOGY THERAPEUTDFND | COM NEW | 17.88M | SH | $160.01M 8.04% | 17.88M | 0.00 | 0.00 |
EYEPOINT INCDFND | COM NEW | 8.27M | SH | $106.54M 5.35% | 8.27M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCDFND | COM | 3.26M | SH | $102.69M 5.16% | 3.26M | 0.00 | 0.00 |
ERASCA INCDFND | COM | 5.80M | SH | $93.84M 4.71% | 5.80M | 0.00 | 0.00 |
RAPPORT THERAPEUTICS INCDFND | COM | 2.96M | SH | $92.54M 4.65% | 2.96M | 0.00 | 0.00 |
ALUMIS INCDFND | COM | 3.95M | SH | $87.00M 4.37% | 3.95M | 0.00 | 0.00 |
ABIVAX SADFND | SPONSORED ADS | 760K | SH | $84.63M 4.25% | 760K | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSDFND | CLASS A ORD | 4.48M | SH | $83.52M 4.19% | 4.48M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCDFND | COM | 950K | SH | $79.72M 4.00% | 950K | 0.00 | 0.00 |
BRIGHT MINDS BIOSCIENCES INCDFND | COM NEW | 1.06M | SH | $77.30M 3.88% | 1.06M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCDFND | COM | 4.40M | SH | $65.60M 3.29% | 4.40M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 850K | SH | $63.12M 3.17% | 850K | 0.00 | 0.00 |
BIOAGE LABS INCDFND | COM | 2.89M | SH | $50.56M 2.54% | 2.89M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCDFND | SPONSORED ADS | 1.05M | SH | $41.71M 2.09% | 1.05M | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCDFND | COM NEW | 1.52M | SH | $39.50M 1.98% | 1.52M | 0.00 | 0.00 |
MBX BIOSCIENCES INCDFND | COM | 1.12M | SH | $33.43M 1.68% | 1.12M | 0.00 | 0.00 |
INSMED INCDFND | COM PAR $.01 | 190K | SH | $31.07M 1.56% | 190K | 0.00 | 0.00 |
NEWAMSTERDAM PHARMA COMPANYDFND | ORDINARY SHARES | 950K | SH | $30.41M 1.53% | 950K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCDFND | COM | 1.43M | SH | $29.81M 1.50% | 1.43M | 0.00 | 0.00 |
PHARVARIS N VDFND | COM | 1M | SH | $28.25M 1.42% | 1M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCDFND | COM | 533.34K | SH | $26.16M 1.31% | 533.34K | 0.00 | 0.00 |
AGOMAB THERAPEUTICS NVDFND | SPONSORED ADS | 2.47M | SH | $25.86M 1.30% | 2.47M | 0.00 | 0.00 |
MAZE THERAPEUTICS INCDFND | COM | 750K | SH | $22.39M 1.12% | 750K | 0.00 | 0.00 |
CORBUS PHARMACEUTICALS HLDGSDFND | COM NEW | 2.34M | SH | $22.02M 1.11% | 2.34M | 0.00 | 0.00 |
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