Cormorant Asset Management’s Amylyx Pharmaceuticals AMLX Stock Holding History

Cormorant Asset Management’s Portfolio AMLX Stock Details AMLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.59M	Sell	200,000 -150,000	-43%	-$2.32M	0.18%	46
2026 Q1	$4.87M	Sell	350,000 -50,000	-13%	-$703K	0.24%	45
2025 Q4	$4.83M	Sell	400,000 -100,000	-20%	-$1.36M	0.22%	34
2025 Q3	$6.79M	Buy	+500,000	New	+$4.71M	0.47%	33
2023 Q1	–	Sell	-550,000	Closed	-$20.3M	–	76
2022 Q4	$20.3M	Sell	550,000 -60,000	-10%	-$2.13M	1.36%	26
2022 Q3	$17.2M	Buy	+610,000	New	+$15.2M	1.2%	29

Other funds holding AMLX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

Jupiter Topco New York $245B AUM

SVCM

Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Cormorant Asset Management's AMLX Position: Q2 2026 in Review

Cormorant Asset Management reduced its Amylyx Pharmaceuticals (AMLX) stake by 43% in Q2 2026, selling an estimated $2.32M and leaving 200,000 shares worth $3.59M. The position accounts for 0.18% of the portfolio, ranked #46.

Cormorant Asset Management first reported a position in AMLX in Q3 2022 and has held it in 6 quarters since. The position peaked at $20.3M in Q4 2022. 207 funds tracked by Wall St. Rank hold AMLX as of Q2 2026.

Cormorant Asset Management held 200,000 shares of Amylyx Pharmaceuticals worth $3.59M as of Q2 2026.
Cormorant Asset Management sold 150,000 Amylyx Pharmaceuticals shares in Q2 2026, an estimated $2.32M.
Amylyx Pharmaceuticals made up 0.18% of Cormorant Asset Management's portfolio in Q2 2026, its #46 holding.
Cormorant Asset Management first reported a position in Amylyx Pharmaceuticals in Q3 2022 and has held it in 6 quarters since.
Cormorant Asset Management's Amylyx Pharmaceuticals position peaked at $20.3M in Q4 2022.
207 funds tracked by Wall St. Rank held Amylyx Pharmaceuticals as of Q2 2026.

Based on Cormorant Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.