Cormorant Asset Management, LP
BOSTON MA · SEC CIK 0001583977
$19.91亿2026Q1 申报市值
47持仓数
59.1%前十大占比 · 第一大 14.3%
18 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ERAS 新建仓+$9,384.40万
DNTH 新建仓+$7,972.40万
DMRA 新建仓+$3,949.75万
TNGX 新建仓+$2,981.10万
AGMB 新建仓+$2,586.15万
2026Q1 卖出最多 按季末市值估算
ABVX 减仓-$6,569.65万
ENGENE HOLDINGS 清仓-$3,612.00万
BBIO 减仓-$2,599.10万
PRAX 减仓-$2,078.13万
GHRS 清仓-$1,651.00万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1.54亿 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1.23亿 | 清仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1.22亿 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$3,612.00万 | 清仓 |
| GHRS | GH RESEARCH PLC | $0 | 0.00% | 0 | -1,300,000 | -100.0% | -$1,651.00万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -650,000 | -100.0% | -$897.00万 | 清仓 |
| — | CONTEXT THERAPEUTICS INC | $138.74万 | 0.07% | 529,550 | 529,550 | — | $138.74万 | 新建仓 |
| RLYB | RALLYBIO CORP | $358.80万 | 0.18% | 400,000 | 400,000 | — | $358.80万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $486.50万 | 0.24% | 350,000 | -50,000 | -12.5% | -$69.50万 | 减仓 |
| PCVX | VAXCYTE INC | $581.10万 | 0.29% | 100,000 | -25,000 | -20.0% | -$145.28万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $627.00万 | 0.31% | 100,000 | 100,000 | — | $627.00万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $658.00万 | 0.33% | 400,000 | 400,000 | — | $658.00万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $745.50万 | 0.37% | 500,000 | 500,000 | — | $745.50万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $769.80万 | 0.39% | 200,000 | -25,000 | -11.1% | -$96.22万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $843.50万 | 0.42% | 175,000 | 175,000 | — | $843.50万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $845.10万 | 0.42% | 50,000 | -25,000 | -33.3% | -$422.55万 | 减仓 |
| ZURA | ZURA BIO LTD | $862.75万 | 0.43% | 1,450,000 | 1,450,000 | — | $862.75万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $908.00万 | 0.46% | 250,000 | -50,000 | -16.7% | -$181.60万 | 减仓 |
| FTH | SENSEI BIOTHERAPEUTICS INC | $965.21万 | 0.48% | 306,222 | 306,222 | — | $965.21万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,060.20万 | 0.53% | 450,000 | -50,000 | -10.0% | -$117.80万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III | $1,318.26万 | 0.66% | 1,297,500 | 1,297,500 | — | $1,318.26万 | 新建仓 |
| CABA | CABALETTA BIO INC | $1,479.50万 | 0.74% | 5,500,000 | 1,100,000 | 25.0% | $295.90万 | 加仓 |
| BHVN | BIOHAVEN LTD | $1,488.96万 | 0.75% | 1,760,000 | 1,750,000 | 17,500.0% | $1,480.50万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,578.38万 | 0.79% | 225,000 | -25,000 | -10.0% | -$175.38万 | 减仓 |
| — | TERNS PHARMACEUTICALS INC | $1,581.60万 | 0.79% | 300,000 | 300,000 | — | $1,581.60万 | 新建仓 |
| ANL | ADLAI NORTYE LTD | $2,005.32万 | 1.01% | 2,897,857 | 2,897,857 | — | $2,005.32万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $2,077.50万 | 1.04% | 750,000 | 750,000 | — | $2,077.50万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $2,172.93万 | 1.09% | 95,000 | -5,000 | -5.0% | -$114.36万 | 减仓 |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | $2,201.93万 | 1.11% | 2,344,971 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $2,238.75万 | 1.12% | 750,000 | 750,000 | — | $2,238.75万 | 新建仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $2,586.15万 | 1.30% | 2,465,348 | 2,465,348 | — | $2,586.15万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $2,616.03万 | 1.31% | 533,340 | 0 | 0.0% | — | 不变 |
| PHVS | PHARVARIS N V | $2,825.00万 | 1.42% | 1,000,000 | -83,000 | -7.7% | -$234.47万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $2,981.10万 | 1.50% | 1,425,000 | 1,425,000 | — | $2,981.10万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $3,040.95万 | 1.53% | 950,000 | -50,000 | -5.0% | -$160.05万 | 减仓 |
| INSM | INSMED INC | $3,106.88万 | 1.56% | 190,000 | -85,000 | -30.9% | -$1,389.92万 | 减仓 |
| MBX | MBX BIOSCIENCES INC | $3,343.20万 | 1.68% | 1,120,000 | 0 | 0.0% | — | 不变 |
| DMRA | DAMORA THERAPEUTICS INC | $3,949.75万 | 1.98% | 1,525,000 | 1,525,000 | — | $3,949.75万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $4,170.60万 | 2.09% | 1,050,000 | -275,000 | -20.8% | -$1,092.30万 | 减仓 |
| BIOA | BIOAGE LABS INC | $5,055.67万 | 2.54% | 2,890,605 | 850,000 | 41.7% | $1,486.65万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $5,814.90万 | 2.92% | 3,900,000 | 1,150,000 | 41.8% | $1,714.65万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $6,312.10万 | 3.17% | 850,000 | -350,000 | -29.2% | -$2,599.10万 | 减仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $7,729.94万 | 3.88% | 1,059,331 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $7,972.40万 | 4.00% | 950,000 | 950,000 | — | $7,972.40万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $8,351.53万 | 4.19% | 4,480,433 | 125,000 | 2.9% | $233.00万 | 加仓 |
| ABVX | ABIVAX SA | $8,462.60万 | 4.25% | 760,000 | -590,000 | -43.7% | -$6,569.65万 | 减仓 |
| ALMS | ALUMIS INC | $8,700.18万 | 4.37% | 3,949,241 | 313,645 | 8.6% | $690.96万 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $9,254.08万 | 4.65% | 2,957,521 | -70,000 | -2.3% | -$219.03万 | 减仓 |
| ERAS | ERASCA INC | $9,384.40万 | 4.71% | 5,800,000 | 5,800,000 | — | $9,384.40万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1.03亿 | 5.16% | 3,260,000 | -25,000 | -0.8% | -$78.75万 | 减仓 |
| EYPT | EYEPOINT INC | $1.07亿 | 5.35% | 8,265,000 | 0 | 0.0% | — | 不变 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $1.60亿 | 8.04% | 17,878,594 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $2.85亿 | 14.33% | 885,500 | -64,500 | -6.8% | -$2,078.13万 | 减仓 |