Cormorant Asset Management’s Biohaven BHVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.9M	Buy	1,760,000 +1,750,000	+17,500%	+$19.1M	0.75%	31
2025 Q4	$113K	Hold	10,000	–	–	0.01%	35
2025 Q3	$150K	Hold	10,000	–	–	0.01%	36
2025 Q2	$141K	Hold	10,000	–	–	0.01%	42
2025 Q1	$240K	Sell	10,000 -45,539	-82%	-$1.61M	0.02%	44
2024 Q4	$2.07M	Sell	55,539 -346,424	-86%	-$16.2M	0.11%	45
2024 Q3	$20.1M	Sell	401,963 -400,000	-50%	-$15.6M	1.07%	29
2024 Q2	$27.8M	Buy	801,963 +185,000	+30%	+$7.31M	1.61%	21
2024 Q1	$33.7M	Buy	616,963 +535,000	+653%	+$26.5M	1.48%	20
2023 Q4	$3.51M	Hold	81,963	–	–	0.17%	44
2023 Q3	$2.13M	Hold	81,963	–	–	0.12%	44
2023 Q2	$1.96M	Hold	81,963	–	–	0.11%	59
2023 Q1	$1.12M	Hold	81,963	–	–	0.07%	63
2022 Q4	$1.14M	Buy	+81,963	New	+$1.16M	0.08%	64

Other funds holding BHVN

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IAM

Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

RPSM

Royalty Pharma Sub-Manager New York $173M AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cormorant Asset Management's BHVN Position: Q1 2026 in Review

Cormorant Asset Management increased its Biohaven (BHVN) stake by 17,500% in Q1 2026, buying an estimated $19.1M and bringing the position to 1,760,000 shares worth $14.9M. The position accounts for 0.75% of the portfolio, ranked #31.

Cormorant Asset Management first reported a position in BHVN in Q4 2022 and has held it in 14 quarters since. The position peaked at $33.7M in Q1 2024. 275 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

Cormorant Asset Management held 1,760,000 shares of Biohaven worth $14.9M as of Q1 2026.
Cormorant Asset Management bought 1,750,000 Biohaven shares in Q1 2026, an estimated $19.1M.
Biohaven made up 0.75% of Cormorant Asset Management's portfolio in Q1 2026, its #31 holding.
Cormorant Asset Management first reported a position in Biohaven in Q4 2022 and has held it in 14 quarters since.
Cormorant Asset Management's Biohaven position peaked at $33.7M in Q1 2024.
275 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

Based on Cormorant Asset Management's 13F filing for Q1 2026, filed 15 May 2026.