DOSSIER · 13F-HR · Q1 2026

Cormorant Asset Management, LP

Cormorant Asset's family office based in Omaha, NE $2.0B in tracked AUM across 47 positions as of Q1 2026.

CA
Cormorant Asset·Omaha, NE·Family Office
CIK 0001583977 · last filed Mar 31, 2026
Total AUM
$2.0B
4.3%
vs prior
Holdings
47
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Cormorant Asset Management’s 13F filing for the period ending September 30, 2025, reveals a specialized, high-conviction investment strategy focused exclusively on the healthcare and biotechnology sectors. The firm manages a concentrated portfolio of 28 holdings with a total value of $1.06 billion. This represents a significant decrease of 20.8% from the previous quarter's value of $1.34 billion. This decline in total portfolio value is attributable to a combination of ma...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PRAX
PRAXIS PRECISION MEDICINES I
$285M886K14.3%
02
BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
$160M17.9M8.0%
03
EYPT
EYEPOINT INC
$107M8.3M5.4%
04
EWTX
EDGEWISE THERAPEUTICS INC
$103M3.3M5.2%
05
ERAS
ERASCA INC
$94M5.8M4.7%
06
RAPP
RAPPORT THERAPEUTICS INC
$93M3.0M4.6%
07
ALMS
ALUMIS INC
$87M3.9M4.4%
08
ABVX
ABIVAX SA
$85M760K4.3%
09
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
$84M4.5M4.2%
10
DNTH
DIANTHUS THERAPEUTICS INC
$80M950K4.0%

Filing history

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