Cormorant Asset Management, LP
BOSTON MA · SEC CIK 0001583977
$19.51亿2026Q2 申报市值
50持仓数
59.2%前十大占比 · 第一大 11.0%
13 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PBLS 新建仓+$1.26亿
CLYM 新建仓+$2,746.22万
SYRE 新建仓+$1,997.55万
DFTX 新建仓+$1,881.60万
ASND 新建仓+$1,333.60万
2026Q2 卖出最多 按季末市值估算
PRAX 减仓-$8,219.09万
CENTESSA PHARMAC 清仓-$4,170.60万
MBX 减仓-$3,146.40万
EWTX 减仓-$3,047.25万
MLTX 减仓-$2,482.43万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $2.14亿 | 10.98% | 640,000 | -245,500 | -27.7% | -$8,219.09万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $1.36亿 | 6.98% | 17,878,594 | 0 | 0.0% | — | 不变 |
| PBLS | PARABILIS MEDICINES INC | $1.26亿 | 6.47% | 4,615,612 | 4,615,612 | — | $1.26亿 | 新建仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $1.11亿 | 5.67% | 2,657,521 | -300,000 | -10.1% | -$1,250.10万 | 减仓 |
| ERAS | ERASCA INC | $1.10亿 | 5.63% | 6,000,000 | 200,000 | 3.4% | $366.40万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1.02亿 | 5.23% | 2,510,000 | -750,000 | -23.0% | -$3,047.25万 | 减仓 |
| EYPT | EYEPOINT INC | $1.00亿 | 5.13% | 7,000,000 | -1,265,000 | -15.3% | -$1,808.95万 | 减仓 |
| ALMS | ALUMIS INC | $9,245.67万 | 4.74% | 3,285,596 | -663,645 | -16.8% | -$1,867.50万 | 减仓 |
| ABVX | ABIVAX SA | $8,995.05万 | 4.61% | 675,000 | -85,000 | -11.2% | -$1,132.71万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $7,311.00万 | 3.75% | 750,000 | -200,000 | -21.1% | -$1,949.60万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $6,318.00万 | 3.24% | 900,000 | -159,331 | -15.0% | -$1,118.50万 | 减仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $6,240.98万 | 3.20% | 3,205,433 | -1,275,000 | -28.5% | -$2,482.43万 | 减仓 |
| BIOA | BIOAGE LABS INC | $5,859.37万 | 3.00% | 2,390,605 | -500,000 | -17.3% | -$1,225.50万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $5,075.80万 | 2.60% | 533,340 | 0 | 0.0% | — | 不变 |
| ANL | ADLAI NORTYE LTD | $4,574.96万 | 2.34% | 3,978,229 | 1,080,372 | 37.3% | $1,242.43万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $4,096.40万 | 2.10% | 550,000 | -300,000 | -35.3% | -$2,234.40万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $4,063.80万 | 2.08% | 1,300,000 | -125,000 | -8.8% | -$390.75万 | 减仓 |
| BHVN | BIOHAVEN LTD | $3,883.68万 | 1.99% | 2,610,000 | 850,000 | 48.3% | $1,264.80万 | 加仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $3,200.02万 | 1.64% | 2,465,348 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $3,036.00万 | 1.56% | 550,000 | -570,000 | -50.9% | -$3,146.40万 | 减仓 |
| CLYM | CLIMB BIO INC | $2,746.22万 | 1.41% | 2,106,000 | 2,106,000 | — | $2,746.22万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $2,689.65万 | 1.38% | 2,150,000 | -1,750,000 | -44.9% | -$2,189.25万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $2,601.00万 | 1.33% | 1,000,000 | -525,000 | -34.4% | -$1,365.53万 | 减仓 |
| PHVS | PHARVARIS N V | $2,593.50万 | 1.33% | 750,000 | -250,000 | -25.0% | -$864.50万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $2,199.58万 | 1.13% | 2,344,971 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $1,997.55万 | 1.02% | 225,000 | 225,000 | — | $1,997.55万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,881.60万 | 0.96% | 400,000 | 400,000 | — | $1,881.60万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,694.50万 | 0.87% | 500,000 | -450,000 | -47.4% | -$1,525.05万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,681.03万 | 0.86% | 475,000 | -275,000 | -36.7% | -$973.23万 | 减仓 |
| CABA | CABALETTA BIO INC | $1,555.00万 | 0.80% | 5,000,000 | -500,000 | -9.1% | -$155.50万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III | $1,380.54万 | 0.71% | 1,297,500 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $1,333.60万 | 0.68% | 50,000 | 50,000 | — | $1,333.60万 | 新建仓 |
| KLRA | KAILERA THERAPEUTICS INC | $1,211.65万 | 0.62% | 550,000 | 550,000 | — | $1,211.65万 | 新建仓 |
| INSM | INSMED INC | $799.65万 | 0.41% | 75,000 | -115,000 | -60.5% | -$1,226.13万 | 减仓 |
| FTH | FAETH THERAPEUTICS INC | $765.55万 | 0.39% | 1,028,242 | 722,020 | 235.8% | $537.56万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $761.25万 | 0.39% | 150,000 | 150,000 | — | $761.25万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $629.40万 | 0.32% | 100,000 | -125,000 | -55.6% | -$786.75万 | 减仓 |
| — | IBIO INC | $624.75万 | 0.32% | 3,570,000 | 3,570,000 | — | $624.75万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $467.75万 | 0.24% | 125,000 | -125,000 | -50.0% | -$467.75万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $458.85万 | 0.24% | 175,000 | -275,000 | -61.1% | -$721.05万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $407.55万 | 0.21% | 50,000 | -50,000 | -50.0% | -$407.55万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $402.52万 | 0.21% | 75,000 | -100,000 | -57.1% | -$536.70万 | 减仓 |
| — | RESEARCH ALLIANCE CORP III | $395.90万 | 0.20% | 370,000 | 370,000 | — | $395.90万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $387.00万 | 0.20% | 100,000 | -100,000 | -50.0% | -$387.00万 | 减仓 |
| ALT | ALTIMMUNE INC | $380.00万 | 0.19% | 1,250,000 | 1,250,000 | — | $380.00万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $359.20万 | 0.18% | 200,000 | -150,000 | -42.9% | -$269.40万 | 减仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $327.43万 | 0.17% | 175,000 | 175,000 | — | $327.43万 | 新建仓 |
| PCVX | VAXCYTE INC | $290.65万 | 0.15% | 50,000 | -50,000 | -50.0% | -$290.65万 | 减仓 |
| — | BOUNDLESS BIO INC | $250.00万 | 0.13% | 1,000,000 | 1,000,000 | — | $250.00万 | 新建仓 |
| — | QUINCE THERAPEUTICS INC | $10.00万 | 0.01% | 5,498 | 5,498 | — | $10.00万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,050,000 | -100.0% | -$4,170.60万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -750,000 | -100.0% | -$2,238.75万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -95,000 | -100.0% | -$2,172.93万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,581.60万 | 清仓 |
| ZURA | ZURA BIO LTD | $0 | 0.00% | 0 | -1,450,000 | -100.0% | -$862.75万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $0 | 0.00% | 0 | -50,000 | -100.0% | -$845.10万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$745.50万 | 清仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$658.00万 | 清仓 |
| RLYB | RALLYBIO CORP | $0 | 0.00% | 0 | -400,000 | -100.0% | -$358.80万 | 清仓 |
| — | CONTEXT THERAPEUTICS INC | $0 | 0.00% | 0 | -529,550 | -100.0% | -$138.74万 | 清仓 |