Cormorant Asset Management’s Biomea Fusion BMEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,570,872	Closed	-$7.21M	–	37
2025 Q3	$7.21M	Hold	3,570,872	–	–	0.5%	32
2025 Q2	$6.43M	Hold	3,570,872	–	–	0.48%	34
2025 Q1	$7.61M	Hold	3,570,872	–	–	0.57%	33
2024 Q4	$13.9M	Hold	3,570,872	–	–	0.76%	32
2024 Q3	$36.1M	Hold	3,570,872	–	–	1.91%	19
2024 Q2	$16.1M	Hold	3,570,872	–	–	0.93%	31
2024 Q1	$53.4M	Hold	3,570,872	–	–	2.34%	12
2023 Q4	$51.8M	Hold	3,570,872	–	–	2.48%	7
2023 Q3	$49.1M	Hold	3,570,872	–	–	2.87%	9
2023 Q2	$78.4M	Hold	3,570,872	–	–	4.39%	4
2023 Q1	$111M	Buy	3,570,872 +400,000	+13%	+$4.97M	7.29%	3
2022 Q4	$26.7M	Hold	3,170,872	–	–	1.79%	16
2022 Q3	$31M	Hold	3,170,872	–	–	2.17%	16
2022 Q2	$38M	Hold	3,170,872	–	–	2.87%	7
2022 Q1	$14.1M	Hold	3,170,872	–	–	1.09%	27
2021 Q4	$23.6M	Hold	3,170,872	–	–	1.41%	22
2021 Q3	$38M	Hold	3,170,872	–	–	1.54%	18
2021 Q2	$48.4M	Buy	+3,170,872	New	+$56M	1.65%	17

Other funds holding BMEA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Aisling Capital Management New York $472M AUM 106.83% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cormorant Asset Management's BMEA Position: Q4 2025 in Review

Cormorant Asset Management sold out of Biomea Fusion (BMEA) in Q4 2025, closing a stake of 3,570,872 shares — an estimated $7.21M sold.

Cormorant Asset Management first reported a position in BMEA in Q2 2021 and held it in 18 quarters. The position peaked at $111M in Q1 2023. 60 funds tracked by Wall St. Rank hold BMEA as of Q4 2025.

Cormorant Asset Management reported no remaining Biomea Fusion position as of Q4 2025 after selling out during the quarter.
Cormorant Asset Management sold 3,570,872 Biomea Fusion shares in Q4 2025, an estimated $7.21M.
Cormorant Asset Management first reported a position in Biomea Fusion in Q2 2021 and held it in 18 quarters.
Cormorant Asset Management's Biomea Fusion position peaked at $111M in Q1 2023.
60 funds tracked by Wall St. Rank held Biomea Fusion as of Q4 2025.

Based on Cormorant Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.