Cormorant Asset Management, Lp Top Holdings and 13F Report (2025) About Cormorant Asset Management, LpInvestment ActivityCormorant Asset Management, Lp has $1.82 billion in total holdings as of December 31, 2024.Cormorant Asset Management, Lp owns shares of 48 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 14.33% of the portfolio was purchased this quarter.About 13.19% of the portfolio was sold this quarter.This quarter, Cormorant Asset Management, Lp has purchased 45 new stocks and bought additional shares in 7 stocks.Cormorant Asset Management, Lp sold shares of 11 stocks and completely divested from 5 stocks this quarter.Largest Holdings MoonLake Immunotherapeutics $459,958,277PRAXIS PRECISION MEDICINES I $130,310,134Janux Therapeutics $112,434,000Arcellx $99,697,000Edgewise Therapeutics $90,954,458 Largest New Holdings this Quarter BRIGHT MINDS BIOSCIENCES INC $38,157,103 HoldingONKURE THERAPEUTICS INC $15,804,555 HoldingSEPTERNA INC $12,824,000 HoldingImmunityBio $7,680,000 HoldingEnliven Therapeutics $5,625,000 Holding Largest Purchases this Quarter PRAXIS PRECISION MEDICINES I 823,219 shares (about $63.35M)Janux Therapeutics 1,050,000 shares (about $56.22M)BRIGHT MINDS BIOSCIENCES INC 1,059,331 shares (about $38.16M)NewAmsterdam Pharma 780,000 shares (about $20.05M)ONKURE THERAPEUTICS INC 1,837,739 shares (about $15.80M) Largest Sales this Quarter Vaxcyte 575,000 shares (about $47.07M)UroGen Pharma 1,250,000 shares (about $13.31M)Biohaven 346,424 shares (about $12.94M)Y-mAbs Therapeutics 1,025,000 shares (about $8.03M)BridgeBio Pharma 258,351 shares (about $7.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCormorant Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMLTXMoonLake Immunotherapeutics$459,958,2770.0%8,494,15125.3%MedicalPRAXIS PRECISION MEDICINES I$130,310,134$63,354,934 ▲94.6%1,693,2197.2%COM NEWJANXJanux Therapeutics$112,434,000$56,217,000 ▲100.0%2,100,0006.2%MedicalACLXArcellx$99,697,000$3,834,500 ▲4.0%1,300,0005.5%MedicalEWTXEdgewise Therapeutics$90,954,4580.0%3,406,5345.0%MedicalNAMSNewAmsterdam Pharma$83,525,000$20,046,000 ▲31.6%3,250,0004.6%MedicalEYPTEyePoint Pharmaceuticals$62,021,2500.0%8,325,0003.4%MedicalRAPPORT THERAPEUTICS INC$52,171,9390.0%2,940,9212.9%COMCRNXCrinetics Pharmaceuticals$51,130,000$5,113,000 ▼-9.1%1,000,0002.8%MedicalINSMInsmed$44,876,000$10,356,000 ▲30.0%650,0002.5%MedicalBBIOBridgeBio Pharma$43,904,000$7,089,151 ▼-13.9%1,600,0002.4%MedicalCNTACentessa Pharmaceuticals$42,906,8000.0%2,561,6002.4%MedicalBRIGHT MINDS BIOSCIENCES INC$38,157,103$38,157,103 ▲New Holding1,059,3312.1%COM NEWPCVXVaxcyte$34,790,500$47,069,500 ▼-57.5%425,0001.9%MedicalMRUSMerus$31,117,0000.0%740,0001.7%MedicalHELIX ACQUISITION CORP II$30,544,5000.0%2,909,0001.7%CL A ORD SHSRNAAvidity Biosciences$30,534,0000.0%1,050,0001.7%MedicalPHVSPharvaris$28,112,0380.0%1,466,4601.5%MedicalCRBPCorbus Pharmaceuticals$28,025,0000.0%2,375,0001.5%MedicalTARSTarsus Pharmaceuticals$27,685,0000.0%500,0001.5%MedicalAXSMAxsome Therapeutics$27,498,250$6,345,750 ▼-18.8%325,0001.5%MedicalARQTArcutis Biotherapeutics$25,422,250$6,965,000 ▼-21.5%1,825,0001.4%MedicalRYTMRhythm Pharmaceuticals$22,392,0000.0%400,0001.2%MedicalCG ONCOLOGY INC$22,227,000$5,736,000 ▼-20.5%775,0001.2%COMCARGO THERAPEUTICS INC$17,052,5580.0%1,182,5630.9%COMALUMIS INC$16,878,5330.0%2,147,3960.9%COMONKURE THERAPEUTICS INC$15,804,555$15,804,555 ▲New Holding1,837,7390.9%COM CL AARRIVENT BIOPHARMA INC$15,596,7080.0%585,4620.9%COMABIVAX SA$15,591,6000.0%2,130,0000.9%SPONSORED ADSENGENE HOLDINGS INC$15,451,907$8,801,907 ▲132.4%2,323,5950.8%COMBIOAGE LABS INC$15,224,973$5,790,000 ▲61.4%2,629,5290.8%COMBMEABiomea Fusion$13,854,9830.0%3,570,8720.8%MedicalMBX BIOSCIENCES INC$12,901,0000.0%700,0000.7%COMSEPTERNA INC$12,824,000$12,824,000 ▲New Holding560,0000.7%COMIBRXImmunityBio$7,680,000$7,680,000 ▲New Holding3,000,0000.4%MedicalELVNEnliven Therapeutics$5,625,000$5,625,000 ▲New Holding250,0000.3%MedicalSPRYARS Pharmaceuticals$5,275,000$5,275,000 ▲New Holding500,0000.3%MedicalVYNEVYNE Therapeutics$4,671,0260.0%1,394,3360.3%MedicalKALAKALA BIO$4,185,007$4,185,007 ▲New Holding603,0270.2%MedicalGHRSGH Research$4,151,3010.0%593,0430.2%MedicalYMABY-mAbs Therapeutics$3,327,750$8,025,750 ▼-70.7%425,0000.2%MedicalURGNUroGen Pharma$3,195,000$13,312,500 ▼-80.6%300,0000.2%MedicalOMEROmeros$2,964,000$2,964,000 ▲New Holding300,0000.2%MedicalSTOKStoke Therapeutics$2,803,396$1,908,212 ▼-40.5%254,1610.2%MedicalBHVNBiohaven$2,074,382$12,938,939 ▼-86.2%55,5390.1%MedicalVERVVerve Therapeutics$1,974,0000.0%350,0000.1%MedicalARTIVA BIOTHERAPEUTICS INC$1,044,6210.0%103,6330.1%COMRAPTRAPT Therapeutics$316,000$468,865 ▼-59.7%200,0000.0%MedicalLBPHLongboard Pharmaceuticals$0$93,006,098 ▼-100.0%00.0%MedicalANABAnaptysBio$0$11,472,578 ▼-100.0%00.0%MedicalKORRO BIO INC$0$8,883,905 ▼-100.0%00.0%COMSLNSilence Therapeutics$0$7,272,000 ▼-100.0%00.0%MedicalNEUROGENE INC$0$4,504,154 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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