Cormorant Asset Management, LP

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...