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Cormorant Asset Management, LP

CIK:0001583977
Hedge Fund
$4B AUM
42 holdings
Boston, MA, US
Founded:2013
12 employees
Latest filing:Jun 30, 2025

Cormorant Asset Management, LP is a Boston-based hedge fund and investment adviser founded in 2013. It specializes in healthcare and biotechnology investments, managing assets for institutional clients and high-net-worth individuals. The firm typically operates with a lean, highly specialized team of around a dozen employees and is led by founder and managing member Bihua Chen.

Investment Strategy

Cormorant Asset Management focuses primarily on public and private healthcare and biotechnology investments. The firm utilizes deep fundamental research and sector expertise to identify innovative therapeutics, medical technologies, and healthcare companies with significant growth potential. Their approach is characterized by active portfolio management, long-term investment horizons, and engagement with management teams, targeting companies poised to disrupt traditional healthcare paradigms.

Latest 13F Filing Activity

Cormorant Asset Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 42 equity positions with a total 13F market value of $1B. The fund increased holdings in Moonlake Immunotherapeutics, Eyepoint Pharmaceuticals Inc., Verona Pharma PLC among other positions. Cormorant Asset Management, LP reduced exposure to Edgewise Therapeutics Inc., Janux Therapeutics Inc., Axsome Therapeutics Inc. among others.

Top Buys
M
MLTXMOONLAKE IMMUNOTHERAPEUTICS
+$69.1M
E
EYPTEYEPOINT PHARMACEUTICALS INC
+$33.2M
V
VRNAVERONA PHARMA PLC
+$33.1M
M
MRUSMERUS N V
+$27.8M
I
INSMINSMED INC
+$14.3M
Top Sells
E
EWTXEDGEWISE THERAPEUTICS INC
-$34.5M
J
JANXJANUX THERAPEUTICS INC
-$19.4M
A
AXSMAXSOME THERAPEUTICS INC
-$18.7M
N
NAMSNEWAMSTERDAM PHARMA COMPANY
-$18.4M
A
ACLXARCELLX INC
-$16.2M

Top Holdings

M
MLTXMOONLAKE IMMUNOTHERAPEUTICS
+29.9%$400.9M
E
EYPTEYEPOINT PHARMACEUTICALS INC
+5.8%$78.3M
B
BBIOBRIDGEBIO PHARMA INC
+5.1%$69.1M
P
PRAXPRAXIS PRECISION MEDICINES I
+5.1%$68.3M
M
MRUSMERUS N V
+4.4%$58.9M

Equity Positions (42)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MOONLAKE IMMUNOTHERAPEUTICS29.86%$400.9M8,494,151$15.84$47.20+$69.1M
EYEPOINT PHARMACEUTICALS INC5.84%$78.3M8,325,000$14.58$9.41+$33.2M
BRIDGEBIO PHARMA INC5.15%$69.1M1,600,000$23.38$43.18-$52.0K
PRAXIS PRECISION MEDICINES I5.09%$68.3M1,625,000$59.64$42.05+$2.2M
MERUS N V4.39%$58.9M1,120,000$48.53$52.60+$27.8M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+65.1%
BLANK CHECKS
+14.3%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+9.7%
LABORATORY ANALYTICAL INSTRUMENTS
+8.2%