Fund Universe

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☆Cormorant Asset Management, LP

CIK 0001583977 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.574
AUM ($M)
1,951
Positions
50
Turnover
0.21
Top-10 wt
59%
Herfindahl
0.046
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 59 positions · portfolio value $1,951M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆PRAX funds › PRAXIS PRECISION MEDICINES I TRIM — 11.0% -3.4% 214.3 640,000 -245,500 5 —
☆BBOT funds › BRIDGEBIO ONCOLOGY THERAPEUT HOLD — 7.0% -1.1% 136.2 17,878,594 +0 4 —
☆PBLS funds › PARABILIS MEDICINES INC NEW — 6.5% +6.5% 126.3 4,615,612 +4,615,612 1 —
☆RAPP funds › RAPPORT THERAPEUTICS INC TRIM — 5.7% +1.0% 110.7 2,657,521 -300,000 5 —
☆ERAS funds › ERASCA INC ADD — 5.6% +0.9% 109.9 6,000,000 +200,000 2 —
☆EWTX funds › EDGEWISE THERAPEUTICS INC TRIM — 5.2% +0.0% 102.0 2,510,000 -750,000 5 —
☆EYPT funds › EYEPOINT INC TRIM — 5.1% -0.2% 100.1 7,000,000 -1,265,000 5 —
☆ALMS funds › ALUMIS INC TRIM — 4.7% +0.4% 92.5 3,285,596 -663,645 5 —
☆ABVX funds › ABIVAX SA TRIM — 4.6% +0.3% 90.0 675,000 -85,000 5 —
☆DNTH funds › DIANTHUS THERAPEUTICS INC TRIM — 3.7% -0.3% 73.1 750,000 -200,000 2 —
☆DRUG funds › BRIGHT MINDS BIOSCIENCES INC TRIM — 3.2% -0.7% 63.2 900,000 -159,331 5 —
☆MLTX funds › MOONLAKE IMMUNOTHERAPEUTICS TRIM — 3.2% -1.0% 62.4 3,205,433 -1,275,000 5 —
☆BIOA funds › BIOAGE LABS INC TRIM — 3.0% +0.5% 58.6 2,390,605 -500,000 5 —
☆ORKA funds › ORUKA THERAPEUTICS INC HOLD — 2.6% +1.3% 50.8 533,340 +0 4 —
☆ANL funds › ADLAI NORTYE LTD ADD — 2.3% +1.3% 45.7 3,978,229 +1,080,372 2 —
☆BBIO funds › BRIDGEBIO PHARMA INC TRIM — 2.1% -1.1% 41.0 550,000 -300,000 5 —
☆TNGX funds › TANGO THERAPEUTICS INC TRIM — 2.1% +0.6% 40.6 1,300,000 -125,000 2 —
☆BHVN funds › BIOHAVEN LTD ADD — 2.0% +1.2% 38.8 2,610,000 +850,000 5 —
☆AGMB funds › AGOMAB THERAPEUTICS NV HOLD — 1.6% +0.3% 32.0 2,465,348 +0 2 —
☆MBX funds › MBX BIOSCIENCES INC TRIM — 1.6% -0.1% 30.4 550,000 -570,000 5 —
☆CLYM funds › CLIMB BIO INC NEW — 1.4% +1.4% 27.5 2,106,000 +2,106,000 1 —
☆OLMA funds › OLEMA PHARMACEUTICALS INC TRIM — 1.4% -1.6% 26.9 2,150,000 -1,750,000 3 —
☆DMRA funds › DAMORA THERAPEUTICS INC TRIM — 1.3% -0.7% 26.0 1,000,000 -525,000 2 —
☆PHVS funds › PHARVARIS N V TRIM — 1.3% -0.1% 25.9 750,000 -250,000 5 —
☆CRBP funds › CORBUS PHARMACEUTICALS HLDGS HOLD — 1.1% +0.0% 22.0 2,344,971 +0 5 —
☆SYRE funds › SPYRE THERAPEUTICS INC NEW — 1.0% +1.0% 20.0 225,000 +225,000 1 —
☆DFTX funds › DEFINIUM THERAPEUTICS INC NEW — 1.0% +1.0% 18.8 400,000 +400,000 1 —
☆NAMS funds › NEWAMSTERDAM PHARMA COMPANY TRIM — 0.9% -0.7% 16.9 500,000 -450,000 5 —
☆CUSIP:G76279101 funds › ROIVANT SCIENCES LTD TRIM — 0.9% -0.2% 16.8 475,000 -275,000 2 —
☆CABA funds › CABALETTA BIO INC TRIM — 0.8% +0.1% 15.6 5,000,000 -500,000 5 —
☆HLXC funds › HELIX ACQUISITION CORP III HOLD — 0.7% +0.0% 13.8 1,297,500 +0 2 —
☆ASND funds › ASCENDIS PHARMA A/S NEW — 0.7% +0.7% 13.3 50,000 +50,000 1 —
☆KLRA funds › KAILERA THERAPEUTICS INC NEW — 0.6% +0.6% 12.1 550,000 +550,000 1 —
☆INSM funds › INSMED INC TRIM — 0.4% -1.2% 8.0 75,000 -115,000 5 —
☆FTH funds › FAETH THERAPEUTICS INC ADD — 0.4% -0.1% 7.7 1,028,242 +722,020 2 —
☆ELVN funds › ENLIVEN THERAPEUTICS INC NEW — 0.4% +0.4% 7.6 150,000 +150,000 1 —
☆TARS funds › TARSUS PHARMACEUTICALS INC TRIM — 0.3% -0.5% 6.3 100,000 -125,000 5 —
☆IBIO funds › IBIO INC NEW — 0.3% +0.3% 6.2 3,570,000 +3,570,000 1 —
☆CRNX funds › CRINETICS PHARMACEUTICALS IN TRIM — 0.2% -0.2% 4.7 125,000 -125,000 5 —
☆ARQT funds › ARCUTIS BIOTHERAPEUTICS INC TRIM — 0.2% -0.3% 4.6 175,000 -275,000 5 —
☆ARWR funds › ARROWHEAD PHARMACEUTICALS IN TRIM — 0.2% -0.1% 4.1 50,000 -50,000 2 —
☆GPCR funds › STRUCTURE THERAPEUTICS INC TRIM — 0.2% -0.2% 4.0 75,000 -100,000 2 —
☆RACC funds › RESEARCH ALLIANCE CORP III NEW — 0.2% +0.2% 4.0 370,000 +370,000 1 —
☆COGT funds › COGENT BIOSCIENCES INC TRIM — 0.2% -0.2% 3.9 100,000 -100,000 3 —
☆ALT funds › ALTIMMUNE INC NEW — 0.2% +0.2% 3.8 1,250,000 +1,250,000 1 —
☆AMLX funds › AMYLYX PHARMACEUTICALS INC TRIM — 0.2% -0.1% 3.6 200,000 -150,000 4 —
☆ODTX funds › ODYSSEY THERAPEUTICS INC NEW — 0.2% +0.2% 3.3 175,000 +175,000 1 —
☆PCVX funds › VAXCYTE INC TRIM — 0.1% -0.1% 2.9 50,000 -50,000 5 —
☆BOLD funds › BOUNDLESS BIO INC NEW — 0.1% +0.1% 2.5 1,000,000 +1,000,000 1 —
☆QNCX funds › QUINCE THERAPEUTICS INC NEW — 0.0% +0.0% 0.1 5,498 +5,498 1 —
☆CNTX funds › CONTEXT THERAPEUTICS INC EXIT — 0.0% -0.1% 0.0 0 -529,550 0 —
☆MAZE funds › MAZE THERAPEUTICS INC EXIT — 0.0% -1.1% 0.0 0 -750,000 0 —
☆CUSIP:152309100 funds › CENTESSA PHARMACEUTICALS PLC EXIT — 0.0% -2.1% 0.0 0 -1,050,000 0 —
☆GLUE funds › MONTE ROSA THERAPEUTICS INC EXIT — 0.0% -0.3% 0.0 0 -400,000 0 —
☆AXSM funds › AXSOME THERAPEUTICS INC. EXIT — 0.0% -0.4% 0.0 0 -50,000 0 —
☆ZURA funds › ZURA BIO LTD EXIT — 0.0% -0.4% 0.0 0 -1,450,000 0 —
☆RLYB funds › RALLYBIO CORP EXIT — 0.0% -0.2% 0.0 0 -400,000 0 —
☆CUSIP:880881107 funds › TERNS PHARMACEUTICALS INC EXIT — 0.0% -0.8% 0.0 0 -300,000 0 —
☆CUSIP:04351P101 funds › ASCENDIS PHARMA A/S EXIT — 0.0% -1.1% 0.0 0 -95,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,951 50 0.21 59% 0.046 0.571 — in
2026Q1 1,984 46 0.27 59% 0.052 0.468 — in
2025Q4 1,764 32 0.25 74% 0.076 0.587 — in
2025Q3 1,449 36 0.45 67% 0.062 0.153 — in
2025Q2 1,342 42 0.15 68% 0.111 0.717 — entered
2025Q1 1,321 42 0.00 65% 0.088 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status