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CIK: 0001583977
Total reported value
$2.0B
$2.0B
36 檔
33.8%
During the Q3 2025 filing period, Cormorant Asset Management, LP (CIK: 0001583977) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 36 reported positions.
In Q3 2025, Cormorant Asset Management, LP adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BBOT | Bridgebio Oncology Therapeut | Stock-Other | 14.29% | -1.06% | — | |
| 2 | ABVX | Abivax Sa-adr | Stock-Other | 11.42% | +0.36% | -8.45% | |
| 3 | EYPT | Eyepoint Inc | Stock-Other | 8.18% | -0.22% | — | |
| 4 | RAPP | Rapport Therapeutics Inc | Stock-Other | 6.54% | +1.02% | +8.56% | |
| 5 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 5.02% | -1.07% | -12.50% | |
| 6 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 4.49% | +0.07% | -5.69% | |
| 7 | DRUG | Bright Minds Biosciences Inc | Stock-Other | 4.43% | -0.64% | — | |
| 8 | ACLXGBX | Arcellx Inc | Stock-Other | 4.39% | — | -3.13% | |
| 9 | INSM | Insmed Inc | Stock-Healthcare | 4.27% | -1.15% | -20.37% | |
| 10 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 4.27% | -0.66% | — | |
| 11 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.66% | -3.35% | -38.46% | |
| 12 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 3.22% | -2.09% | EXIT | |
| 13 | PHVS | Pharvaris N.V. | Stock-Other | 2.35% | -0.09% | -6.29% | |
| 14 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 2.07% | +0.02% | — | |
| 15 | GHRS | GH Research PLC | Stock-Other | 1.89% | — | -4.63% | |
| 16 | CGON | Cg Oncology Inc | Stock-Other | 1.74% | — | — | |
| 17 | KRRO | Korro Bio Inc | Stock-Other | 1.54% | — | — | |
| 18 | MBX | Mbx Biosciences Inc | Stock-Other | 1.48% | -0.12% | +75.00% | |
| 19 | ✓ | Stock-Other | 1.44% | — | — | ||
| 20 | JANX | Janux Therapeutics Inc | Stock-Other | 1.43% | — | -43.33% | |
| 21 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 1.23% | -0.47% | — | |
| 22 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 1.15% | -0.22% | — | |
| 23 | ✓ | Engene Holdings Inc | Stock-Other | 1.10% | — | — | |
| 24 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 1.01% | -0.29% | -22.50% | |
| 25 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 0.99% | -0.99% | -76.52% | |
| 26 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 0.90% | — | +50.00% | |
| 27 | BIOA | Bioage Labs Inc | Stock-Other | 0.87% | +0.46% | — | |
| 28 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 0.84% | -0.42% | EXIT | |
| 29 | CABA | Cabaletta Bio Inc | Stock-Other | 0.81% | +0.06% | — | |
| 30 | ORKA | Oruka Therapeutics Inc | Stock-Other | 0.71% | +1.29% | — | |
| 31 | ALMS | Alumis Inc | Stock-Other | 0.59% | +0.37% | — | |
| 32 | BMEA | Biomea Fusion Inc | Stock-Other | 0.50% | — | — | |
| 33 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.47% | -0.06% | — | |
| 34 | PCVX | Vaxcyte Inc | Stock-Other | 0.43% | -0.14% | — | |
| 35 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.28% | +0.39% | NEW | |
| 36 | BHVN | Biohaven Ltd. | Stock-Other | 0.01% | +1.24% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABVX | Abivax Sa-adr | +10.4% | -8.45% | Trim |
| 2 | EYPT | Eyepoint Inc | +4.8% | — | Unchanged |
| 3 | RAPP | Rapport Therapeutics Inc | +4.3% | +8.56% | Add |
| 4 | DRUG | Bright Minds Biosciences Inc | +1.6% | — | Unchanged |
| 5 | INSM | Insmed Inc | +1.3% | -20.37% | Trim |
| 6 | CRBP | Corbus Pharmaceuticals Holdi | +1.1% | — | Unchanged |
| 7 | MBX | Mbx Biosciences Inc | +1.1% | +75.00% | Add |
| 8 | KRRO | Korro Bio Inc | +1% | — | Add |
| 9 | 260 | Centessa Pharmaceuticals-adr | +0.8% | -7.74% | Trim |
| 10 | PHVS | Pharvaris N.V. | +0.6% | -6.29% | Trim |
| 11 | ✓ | +0.6% | — | Unchanged | |
| 12 | ✓ | Engene Holdings Inc | +0.3% | — | Unchanged |
| 13 | CGON | Cg Oncology Inc | +0.3% | — | Trim |
| 14 | GHRS | GH Research PLC | +0.2% | -4.63% | Trim |
| 15 | BIOA | Bioage Labs Inc | +0.1% | — | Trim |
| 16 | RNAGBP | Avidity Biosciences Inc | 0% | +50.00% | Trim |
| 17 | BHVN | Biohaven Ltd. | 0% | — | Unchanged |
| 18 | BMEA | Biomea Fusion Inc | -0.1% | — | Unchanged |
| 19 | PCVX | Vaxcyte Inc | -0.1% | — | Unchanged |
| 20 | ELVN | Enliven Therapeutics Inc | -0.1% | — | Trim |
| 21 | BBIO | Bridgebio Pharma Inc | -0.2% | -12.50% | Trim |
| 22 | TARS | Tarsus Pharmaceuticals Inc | -0.3% | — | Trim |
| 23 | CRNX | Crinetics Pharmaceuticals In | -0.4% | — | Trim |
| 24 | ALMS | Alumis Inc | -0.4% | — | Unchanged |
| 25 | NAMS | NewAmsterdam Pharma Company N.V. | -0.5% | — | Trim |
| 26 | ARQT | Arcutis Biotherapeutics Inc | -0.6% | -22.50% | Trim |
| 27 | ACLXGBX | Arcellx Inc | -0.8% | -3.13% | Trim |
| 28 | PRAX | Praxis Precision Medicines I | -1.3% | -38.46% | Trim |
| 29 | AXSM | Axsome Therapeutics Inc | -1.4% | — | Trim |
| 30 | EWTX | Edgewise Therapeutics Inc | -2.3% | -5.69% | Trim |
| 31 | JANX | Janux Therapeutics Inc | -2.9% | -43.33% | Trim |
| 32 | MLTX | Moonlake Immunotherapeutics | -24% | -76.52% | Trim |
| 33 | BBOT | Bridgebio Oncology Therapeut | — | NEW | New buy |
| 34 | ✓ | Helix Acquisition CORP Ii | — | EXIT | Sold out |
| 35 | ✓ | Merus N V | — | EXIT | Sold out |
| 36 | SPRY | Ars Pharmaceuticals Inc | — | EXIT | Sold out |
| 37 | CRGX | Cargo Therapeutics Inc | — | EXIT | Sold out |
| 38 | CABA | Cabaletta Bio Inc | — | NEW | New buy |
| 39 | ORKA | Oruka Therapeutics Inc | — | NEW | New buy |
| 40 | RYTM | Rhythm Pharmaceuticals Inc | — | EXIT | Sold out |
| 41 | OKUR | Onkure Therapeutics Inc-a | — | EXIT | Sold out |
| 42 | AMLX | Amylyx Pharmaceuticals Inc | — | NEW | New buy |
| 43 | AARD | Aardvark Therapeutics Inc | — | EXIT | Sold out |
| 44 | PLRX | Pliant Therapeutics Inc | — | EXIT | Sold out |
| 45 | KALAEUR | Kala Bio Inc | — | EXIT | Sold out |
| 46 | STOK | Stoke Therapeutics Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Cormorant Asset Management, LP reported a total U.S. public equity portfolio value of $2.0B across 36 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BBOT, ABVX, EYPT) accounted for 33.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BBOT
市值: $207.0M
Top Position Liquidated / Trimmed
HELIX ACQUISITION CORP II
前期市值: $32.9M
During Q3 2025, Cormorant Asset Management, LP's top holdings by market value included BBOT (14.3%)、ABVX (11.4%)、EYPT (8.2%). The largest single position, BBOT, represented 14.3% of total portfolio value.
In Q3 2025, Cormorant Asset Management, LP made 37 total portfolio adjustments, initiating 4 new buys, adding to 3 positions, trimming 20 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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