13F-HR filed by Cormorant Asset Management, LP
Cormorant Asset Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 35 holding rows worth $2,162,580,277.
- Accession
- 0001583977-26-000001
- Filer
- CIK 1583977
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 35 entries on the cover page, a total value of $2,162,580,277 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,162,580,277 with VALUE read as dollars as filed, 13F file number 028-15949. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerChen Bihua028-15950
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 950,000 | $280,003,000 | dollars as filed | |
| BRIDGEBIO ONCOLOGY THERAPEUT | 107924102 | COM NEW | 17,878,594 | $223,839,997 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 1,350,000 | $182,054,250 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 250,000 | $153,577,500 | dollars as filed | put |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 8,265,000 | $151,001,550 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 500,000 | $123,080,000 | dollars as filed | put |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 1,000,000 | $121,930,000 | dollars as filed | put |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 3,027,521 | $91,854,987 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 1,200,000 | $91,788,000 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 1,059,331 | $82,670,191 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 3,285,000 | $81,517,275 | dollars as filed | |
| OLEMA PHARMACEUTICALS INC | 68062P106 | COM | 2,750,000 | $68,750,000 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 4,355,433 | $57,404,607 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 275,000 | $47,861,000 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 4,000,000 | $36,120,000 | dollars as filed | |
| ALUMIS INC | 022307102 | COM | 3,635,596 | $35,483,417 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 1,120,000 | $35,324,800 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 1,000,000 | $35,080,000 | dollars as filed | |
| CENTESSA PHARMACEUTICALS PLC | 152309100 | SPONSORED ADS | 1,325,000 | $33,138,250 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 1,083,000 | $30,053,250 | dollars as filed | |
| BIOAGE LABS INC COM | 09077V100 | Stock | 2,040,605 | $26,997,204 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 100,000 | $21,324,000 | dollars as filed | |
| TARSUS PHARMACEUTICALS INC | 87650L103 | COMMON STOCK | 250,000 | $20,470,000 | dollars as filed | |
| CORBUS PHARMACEUTICALS | 21833P301 | COM NEW | 2,344,971 | $19,088,064 | dollars as filed | |
| GH RESEARCH PLC ORDINARY SHARES | G3855L106 | Stock | 1,300,000 | $16,510,000 | dollars as filed | |
| ORUKA THERAPEUTICS INC COM | 687604108 | Stock | 533,340 | $16,165,535 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 500,000 | $14,520,000 | dollars as filed | |
| CRINETICS PHARMACEUTICALS INC COM | 22663K107 | Stock | 300,000 | $13,965,000 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 75,000 | $13,698,000 | dollars as filed | |
| CABALETTA BIO INC | 12674W109 | COMMON STOCK | 4,400,000 | $9,636,000 | dollars as filed | |
| JANUX THERAPEUTICS INC | 47103J105 | COM | 650,000 | $8,970,000 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 225,000 | $7,992,000 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 125,000 | $5,767,500 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 400,000 | $4,832,000 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 10,000 | $112,900 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001583977-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |