Filed: 8/14/2026ACC: 0001583977-26-000007
📋 What this filing means
CORMORANT ASSET MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $1.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$1.95B
Total AUM (reported)
89.84M
Total Shares
Allocation by class
COM$1.04B53.1%
COM NEW$573.45M29.4%
SPONSORED ADS$171.73M8.8%
CLASS A ORD$62.41M3.2%
COM SHS$18.82M1.0%
ORDINARY SHARES$16.95M0.9%
SHS$16.81M0.9%
Portfolio Concentration
Top 3$476.83M24.4%
4–10$678.26M34.8%
11–25$591.79M30.3%
Rest$204.53M10.5%
Top 3 weight
24.4%
Top 10 weight
59.2%
Voting Authority Distribution
Total shares with voting rights: 89.84M
Sole
Full voting authority
89.84M
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
Other50
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
PRAXIS PRECISION MEDICINES I
DFNDShares640K
TypeSH
Market value$214.27M
10.98%
Sole
640K
Shared
0.00
None
0.00
BRIDGEBIO ONCOLOGY THERAPEUT
DFNDShares17.88M
TypeSH
Market value$136.23M
6.98%
Sole
17.88M
Shared
0.00
None
0.00
PARABILIS MEDICINES INC
DFNDShares4.62M
TypeSH
Market value$126.33M
6.47%
Sole
4.62M
Shared
0.00
None
0.00
RAPPORT THERAPEUTICS INC
DFNDShares2.66M
TypeSH
Market value$110.74M
5.67%
Sole
2.66M
Shared
0.00
None
0.00
ERASCA INC
DFNDShares6M
TypeSH
Market value$109.92M
5.63%
Sole
6M
Shared
0.00
None
0.00
EDGEWISE THERAPEUTICS INC
DFNDShares2.51M
TypeSH
Market value$101.98M
5.23%
Sole
2.51M
Shared
0.00
None
0.00
EYEPOINT INC
DFNDShares7M
TypeSH
Market value$100.10M
5.13%
Sole
7M
Shared
0.00
None
0.00
ALUMIS INC
DFNDShares3.29M
TypeSH
Market value$92.46M
4.74%
Sole
3.29M
Shared
0.00
None
0.00
ABIVAX SA
DFNDShares675K
TypeSH
Market value$89.95M
4.61%
Sole
675K
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
DFNDShares750K
TypeSH
Market value$73.11M
3.75%
Sole
750K
Shared
0.00
None
0.00
BRIGHT MINDS BIOSCIENCES INC
DFNDShares900K
TypeSH
Market value$63.18M
3.24%
Sole
900K
Shared
0.00
None
0.00
MOONLAKE IMMUNOTHERAPEUTICS
DFNDShares3.21M
TypeSH
Market value$62.41M
3.20%
Sole
3.21M
Shared
0.00
None
0.00
BIOAGE LABS INC
DFNDShares2.39M
TypeSH
Market value$58.59M
3.00%
Sole
2.39M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
DFNDShares533.34K
TypeSH
Market value$50.76M
2.60%
Sole
533.34K
Shared
0.00
None
0.00
ADLAI NORTYE LTD
DFNDShares3.98M
TypeSH
Market value$45.75M
2.34%
Sole
3.98M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares550K
TypeSH
Market value$40.96M
2.10%
Sole
550K
Shared
0.00
None
0.00
TANGO THERAPEUTICS INC
DFNDShares1.30M
TypeSH
Market value$40.64M
2.08%
Sole
1.30M
Shared
0.00
None
0.00
BIOHAVEN LTD
DFNDShares2.61M
TypeSH
Market value$38.84M
1.99%
Sole
2.61M
Shared
0.00
None
0.00
AGOMAB THERAPEUTICS NV
DFNDShares2.47M
TypeSH
Market value$32.00M
1.64%
Sole
2.47M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
DFNDShares550K
TypeSH
Market value$30.36M
1.56%
Sole
550K
Shared
0.00
None
0.00
CLIMB BIO INC
DFNDShares2.11M
TypeSH
Market value$27.46M
1.41%
Sole
2.11M
Shared
0.00
None
0.00
OLEMA PHARMACEUTICALS INC
DFNDShares2.15M
TypeSH
Market value$26.90M
1.38%
Sole
2.15M
Shared
0.00
None
0.00
DAMORA THERAPEUTICS INC
DFNDShares1M
TypeSH
Market value$26.01M
1.33%
Sole
1M
Shared
0.00
None
0.00
PHARVARIS N V
DFNDShares750K
TypeSH
Market value$25.93M
1.33%
Sole
750K
Shared
0.00
None
0.00
CORBUS PHARMACEUTICALS HLDGS
DFNDShares2.34M
TypeSH
Market value$22.00M
1.13%
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 | 640K | SH | $214.27M 10.98% | 640K | 0.00 | 0.00 |
BRIDGEBIO ONCOLOGY THERAPEUTDFND | COM NEW | 17.88M | SH | $136.23M 6.98% | 17.88M | 0.00 | 0.00 |
PARABILIS MEDICINES INCDFND | COM | 4.62M | SH | $126.33M 6.47% | 4.62M | 0.00 | 0.00 |
RAPPORT THERAPEUTICS INCDFND | COM | 2.66M | SH | $110.74M 5.67% | 2.66M | 0.00 | 0.00 |
ERASCA INCDFND | COM | 6M | SH | $109.92M 5.63% | 6M | 0.00 | 0.00 |
EDGEWISE THERAPEUTICS INCDFND | COM | 2.51M | SH | $101.98M 5.23% | 2.51M | 0.00 | 0.00 |
EYEPOINT INCDFND | COM NEW | 7M | SH | $100.10M 5.13% | 7M | 0.00 | 0.00 |
ALUMIS INCDFND | COM | 3.29M | SH | $92.46M 4.74% | 3.29M | 0.00 | 0.00 |
ABIVAX SADFND | SPONSORED ADS | 675K | SH | $89.95M 4.61% | 675K | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCDFND | COM | 750K | SH | $73.11M 3.75% | 750K | 0.00 | 0.00 |
BRIGHT MINDS BIOSCIENCES INCDFND | COM NEW | 900K | SH | $63.18M 3.24% | 900K | 0.00 | 0.00 |
MOONLAKE IMMUNOTHERAPEUTICSDFND | CLASS A ORD | 3.21M | SH | $62.41M 3.20% | 3.21M | 0.00 | 0.00 |
BIOAGE LABS INCDFND | COM | 2.39M | SH | $58.59M 3.00% | 2.39M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCDFND | COM | 533.34K | SH | $50.76M 2.60% | 533.34K | 0.00 | 0.00 |
ADLAI NORTYE LTDDFND | SPONSORED ADS | 3.98M | SH | $45.75M 2.34% | 3.98M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 550K | SH | $40.96M 2.10% | 550K | 0.00 | 0.00 |
TANGO THERAPEUTICS INCDFND | COM | 1.30M | SH | $40.64M 2.08% | 1.30M | 0.00 | 0.00 |
BIOHAVEN LTDDFND | COM | 2.61M | SH | $38.84M 1.99% | 2.61M | 0.00 | 0.00 |
AGOMAB THERAPEUTICS NVDFND | SPONSORED ADS | 2.47M | SH | $32.00M 1.64% | 2.47M | 0.00 | 0.00 |
MBX BIOSCIENCES INCDFND | COM | 550K | SH | $30.36M 1.56% | 550K | 0.00 | 0.00 |
CLIMB BIO INCDFND | COM | 2.11M | SH | $27.46M 1.41% | 2.11M | 0.00 | 0.00 |
OLEMA PHARMACEUTICALS INCDFND | COM | 2.15M | SH | $26.90M 1.38% | 2.15M | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCDFND | COM | 1M | SH | $26.01M 1.33% | 1M | 0.00 | 0.00 |
PHARVARIS N VDFND | COM | 750K | SH | $25.93M 1.33% | 750K | 0.00 | 0.00 |
CORBUS PHARMACEUTICALS HLDGSDFND | COM NEW | 2.34M | SH | $22.00M 1.13% | 2.34M | 0.00 | 0.00 |
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