StockDriftsStockDriftsTop 44 Cormorant Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | 10.98% | 640.0K | $214.3M | -27.72%(-245.50K) | $59.57(+515.72%) | 2026-06-30 | |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | 6.98% | 17.88M | $136.2M | +0.00%(+0) | $11.10(-18.38%) | 2026-06-30 | |
| RAPP | RAPPORT THERAPEUTICS INC | 5.67% | 2.66M | $110.7M | -10.14%(-300.00K) | $23.04(+105.77%) | 2026-06-30 | |
| ERAS | ERASCA INC | 5.63% | 6.00M | $109.9M | +3.45%(+200.00K) | $10.17(+80.68%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 5.23% | 2.51M | $102.0M | -23.01%(-750.00K) | $23.25(+89.98%) | 2026-06-30 | |
| EYPT | EYEPOINT INC | 5.13% | 7.00M | $100.1M | -15.31%(-1.26M) | $12.29(+20.03%) | 2026-06-30 | |
| ALMS | ALUMIS INC | 4.74% | 3.29M | $92.5M | -16.80%(-663.64K) | $11.08(+128.33%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 4.61% | 675.0K | $90.0M | -11.18%(-85.00K) | $10.70(+1034.72%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 3.75% | 750.0K | $73.1M | -21.05%(-200.00K) | $62.56(+85.34%) | 2026-06-30 | |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | 3.24% | 900.0K | $63.2M | -15.04%(-159.33K) | $18.60(+311.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.35% | +23.70% | -11.96% | -47.12% |
| Top 20 Holdings Unweighted | +35.30% | +147.69% | +2.40% | +12.60% |
Cormorant Asset Management LP reports $1.95B in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are PRAX (11.0%), BBOT (7.0%) and RAPP (5.7%). The top 20 holdings account for 77.88% of reported assets. Its disclosed equity book has returned +23.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cormorant Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1583977). View Cormorant Asset Management LP’s 13F filings on SEC