Cormorant Asset Management, LP 13F 持仓 · 2026年Q2
Cormorant Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 19.51 亿美元。前几大持仓：PRAX（10.98%）、BBOT（6.98%）、PBLS（6.47%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $214.3M | 10.98% | 640,000 | 减持 |
| 2 | BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $136.2M | 6.98% | 17.9M | 持平 |
| 3 | PBLS | PARABILIS MEDICINES INC | $126.3M | 6.47% | 4.6M | 新建仓 |
| 4 | RAPP | RAPPORT THERAPEUTICS INC | $110.7M | 5.67% | 2.7M | 减持 |
| 5 | ERAS | ERASCA INC | $109.9M | 5.63% | 6.0M | 增持 |
| 6 | EWTX | EDGEWISE THERAPEUTICS INC | $102.0M | 5.23% | 2.5M | 减持 |
| 7 | EYPT | EYEPOINT INC | $100.1M | 5.13% | 7.0M | 减持 |
| 8 | ALMS | ALUMIS INC | $92.5M | 4.74% | 3.3M | 减持 |
| 9 | ABVX | ABIVAX SA | $90.0M | 4.61% | 675,000 | 减持 |
| 10 | DNTH | DIANTHUS THERAPEUTICS INC | $73.1M | 3.75% | 750,000 | 减持 |
| 11 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $63.2M | 3.24% | 900,000 | 减持 |
| 12 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $62.4M | 3.20% | 3.2M | 减持 |
| 13 | BIOA | BIOAGE LABS INC | $58.6M | 3.00% | 2.4M | 减持 |
| 14 | ORKA | ORUKA THERAPEUTICS INC | $50.8M | 2.60% | 533,340 | 持平 |
| 15 | ANL | ADLAI NORTYE LTD | $45.7M | 2.34% | 4.0M | 增持 |
| 16 | BBIO | BRIDGEBIO PHARMA INC | $41.0M | 2.10% | 550,000 | 减持 |
| 17 | TNGX | TANGO THERAPEUTICS INC | $40.6M | 2.08% | 1.3M | 减持 |
| 18 | BHVN | BIOHAVEN LTD | $38.8M | 1.99% | 2.6M | 增持 |
| 19 | AGMB | AGOMAB THERAPEUTICS NV | $32.0M | 1.64% | 2.5M | 持平 |
| 20 | MBX | MBX BIOSCIENCES INC | $30.4M | 1.56% | 550,000 | 减持 |
| 21 | CLYM | CLIMB BIO INC | $27.5M | 1.41% | 2.1M | 新建仓 |
| 22 | OLMA | OLEMA PHARMACEUTICALS INC | $26.9M | 1.38% | 2.1M | 减持 |
| 23 | DMRA | DAMORA THERAPEUTICS INC | $26.0M | 1.33% | 1.0M | 减持 |
| 24 | PHVS | PHARVARIS N V | $25.9M | 1.33% | 750,000 | 减持 |
| 25 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $22.0M | 1.13% | 2.3M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR