SEC 13F Intelligence

Managers / Q2 2020 · view latest →

Cormorant Asset Management, LP

CIK 0001583977 · 200 CLARENDON STREET, 52ND FLOOR, BOSTON, MA, 02116 · 857-702-0388

Reported Value
$2.6B
Q2 2020
Positions
81
Filings on Record
30
2019–present window
Filed
Aug 14, 2020
original filing

Summary

Cormorant Asset Management, Lp reported $2.6B in U.S.-listed holdings across 81 positions for Q2 2020.

Its largest position, Turning Point Therapeutics I, represents 6.7% of the portfolio.

Compared with Q1 2020, the fund opened 14 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.2BQ4 ’18Q1 ’19: $1.5BQ2 ’19: $1.7BQ3 ’19: $1.6BQ4 ’19: $2.5BQ4 ’19Q1 ’20: $2.2BQ2 ’20: $2.6BQ3 ’20: $2.6BQ4 ’20: $4.2BQ4 ’20Q1 ’21: $4.5BQ2 ’21: $2.9BQ3 ’21: $2.5BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $1.3BQ3 ’22: $1.4BQ4 ’22: $1.5BQ4 ’22Q1 ’23: $2MQ2 ’23: $1.8BQ3 ’23: $1.7BQ4 ’23: $2.1BQ4 ’23Q1 ’24: $2.3BQ2 ’24: $1.7BQ3 ’24: $1.9BQ4 ’24: $1.8BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $1.3BQ3 ’25: $1.4BQ4 ’25: $2.2BQ4 ’25Q1 ’26: $2.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$2.0B47May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$2.2B35Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B36Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B42Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B44May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.8B48Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.9B45Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.7B49Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.3B57May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.1B48Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.7B49Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.8B64Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$2M72May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.5B73Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.4B73Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.3B80Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B77May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B78Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.5B88Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.9B104Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.5B120May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.2B105Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.6B93Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.6B81Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.2B73May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.5B67Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.6B75Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.7B72Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.5B64May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.2B70Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Chen Bihua028-15950

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.