Cormorant Asset Management, LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.7T
Holdings
49
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (49 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 8,142,100 | $464.1B | 27.07% | |
| 2 | BBIOBRIDGEBIO PHARMA INC | 4,662,530 | $123.0B | 7.17% | |
| 3 | —AMBRX BIOPHARMA INC | 9,923,689 | $114.1B | 6.66% | |
| 4 | ACLXARCELLX INC | 2,150,000 | $77.1B | 4.50% | |
| 5 | APLSAPELLIS PHARMACEUTICALS INC | 2,000,000 | $76.1B | 4.44% | |
| 6 | CBAYUSDCYMABAY THERAPEUTICS INC | 3,850,000 | $57.4B | 3.35% | |
| 7 | OLMAOLEMA PHARMACEUTICALS INC | 4,504,764 | $55.6B | 3.25% | |
| 8 | GPCRSTRUCTURE THERAPEUTICS INC | 1,056,373 | $53.3B | 3.11% | |
| 9 | BMEABIOMEA FUSION INC | 3,570,872 | $49.1B | 2.87% | |
| 10 | IMVTIMMUNOVANT INC | 1,225,000 | $47.0B | 2.74% | |
| 11 | TARSTARSUS PHARMACEUTICALS INC | 2,621,422 | $46.6B | 2.72% | |
| 12 | CABACABALETTA BIO INC | 2,879,424 | $43.8B | 2.56% | |
| 13 | PCVXVAXCYTE INC | 665,000 | $33.9B | 1.98% | |
| 14 | CRNXCRINETICS PHARMACEUTICALS IN | 1,101,904 | $32.8B | 1.91% | |
| 15 | IMRXIMMUNEERING CORP | 4,204,364 | $32.3B | 1.88% | |
| 16 | PHVSPHARVARIS N V | 1,361,460 | $28.4B | 1.66% | |
| 17 | —RAYZEBIO INC | 1,182,263 | $26.2B | 1.53% | |
| 18 | EYPTEYEPOINT PHARMACEUTICALS INC | 3,200,000 | $25.6B | 1.49% | |
| 19 | KRTXKARUNA THERAPEUTICS INC | 140,000 | $23.7B | 1.38% | |
| 20 | NVLSEURALPINE IMMUNE SCIENCES INC | 1,900,000 | $21.8B | 1.27% | |
| 21 | ERASERASCA INC | 10,813,246 | $21.3B | 1.24% | |
| 22 | AVTEAEROVATE THERAPEUTICS INC | 1,561,696 | $21.2B | 1.24% | |
| 23 | MRNS*MARINUS PHARMACEUTICALS INC | 2,625,000 | $21.1B | 1.23% | |
| 24 | RYTMRHYTHM PHARMACEUTICALS INC | 850,000 | $19.5B | 1.14% | |
| 25 | EWTXEDGEWISE THERAPEUTICS INC | 2,946,887 | $16.9B | 0.98% | |
| 26 | ELVNENLIVEN THERAPEUTICS INC | 1,216,712 | $16.6B | 0.97% | |
| 27 | PRAXPRAXIS PRECISION MEDICINES I | 9,500,000 | $16.2B | 0.95% | |
| 28 | IDYAIDEAYA BIOSCIENCES INC | 600,000 | $16.2B | 0.94% | |
| 29 | IM8NINSMED INC | 575,000 | $14.5B | 0.85% | |
| 30 | ZNTLZENTALIS PHARMACEUTICALS INC | 700,000 | $14.0B | 0.82% | |
| 31 | AXNX*AXONICS INC | 250,000 | $14.0B | 0.82% | |
| 32 | —LONGBOARD PHARMACEUTICALS IN | 2,353,141 | $13.1B | 0.76% | |
| 33 | RNAAVIDITY BIOSCIENCES INC | 1,762,115 | $11.2B | 0.66% | |
| 34 | IRONDISC MEDICINE INC | 225,000 | $10.6B | 0.62% | |
| 35 | COGTCOGENT BIOSCIENCES INC | 1,000,000 | $9.8B | 0.57% | |
| 36 | RCKTROCKET PHARMACEUTICALS INC | 450,000 | $9.2B | 0.54% | |
| 37 | GHRSGH RESEARCH PLC | 593,043 | $6.0B | 0.35% | |
| 38 | RAPTEURRAPT THERAPEUTICS INC | 325,000 | $5.4B | 0.32% | |
| 39 | VERVVERVE THERAPEUTICS INC | 350,000 | $4.6B | 0.27% | |
| 40 | STOKSTOKE THERAPEUTICS INC | 1,087,807 | $4.3B | 0.25% | |
| 41 | CNTACENTESSA PHARMACEUTICALS PLC | 561,600 | $3.6B | 0.21% | |
| 42 | VIGLVIGIL NEUROSCIENCE INC | 616,786 | $3.3B | 0.19% | |
| 43 | ALXOALX ONCOLOGY HLDGS INC | 612,079 | $2.9B | 0.17% | |
| 44 | BHVNBIOHAVEN LTD | 81,963 | $2.1B | 0.12% | |
| 45 | BCABBIOATLA INC | 1,181,115 | $2.0B | 0.12% | |
| 46 | NMRANEUMORA THERAPEUTICS INC. | 92,293 | $1.3B | 0.08% | |
| 47 | AUTLAUTOLUS THERAPEUTICS PLC | 392,167 | $913.7M | 0.05% | |
| 48 | HARPUSDHARPOON THERAPEUTICS INC | 54,060 | $217.9M | 0.01% | |
| 49 | —ORCHARD THERAPEUTICS PLC | 25,664 | $198.4M | 0.01% |