CAM
DRUG

Cormorant Asset Management’s Bright Minds Biosciences DRUG Stock Holding History

Cormorant Asset Management’s Portfolio DRUG Stock Details DRUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$63.2M Sell
900,000
-159,331
-15% -$12.5M 3.24% 11
2026
Q1 		$77.3M Hold
1,059,331
– – 3.88% 11
2025
Q4 		$82.7M Hold
1,059,331
– – 3.82% 10
2025
Q3 		$64.3M Hold
1,059,331
– – 4.43% 7
2025
Q2 		$27.7M Hold
1,059,331
– – 2.06% 14
2025
Q1 		$38.2M Hold
1,059,331
– – 2.87% 10
2024
Q4 		$38.2M Buy
+1,059,331
New +$37.3M 2.1% 13

Other funds holding DRUG

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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

Cormorant Asset Management reduced its Bright Minds Biosciences (DRUG) stake by 15% in Q2 2026, selling an estimated $12.5M and leaving 900,000 shares worth $63.2M. The position accounts for 3.24% of the portfolio, ranked #11.

Cormorant Asset Management first reported a position in DRUG in Q4 2024 and has held it in 7 quarters since. The position peaked at $82.7M in Q4 2025. 99 funds tracked by Wall St. Rank hold DRUG as of Q2 2026.

  • Cormorant Asset Management held 900,000 shares of Bright Minds Biosciences worth $63.2M as of Q2 2026.
  • Cormorant Asset Management sold 159,331 Bright Minds Biosciences shares in Q2 2026, an estimated $12.5M.
  • Bright Minds Biosciences made up 3.24% of Cormorant Asset Management's portfolio in Q2 2026, its #11 holding.
  • Cormorant Asset Management first reported a position in Bright Minds Biosciences in Q4 2024 and has held it in 7 quarters since.
  • Cormorant Asset Management's Bright Minds Biosciences position peaked at $82.7M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Bright Minds Biosciences as of Q2 2026.

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