Cormorant Asset Management’s Janux Therapeutics JANX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-650,000	Closed	-$8.97M	–	51
2025 Q4	$8.97M	Sell	650,000 -200,000	-24%	-$4.7M	0.41%	31
2025 Q3	$20.8M	Sell	850,000 -650,000	-43%	-$15.8M	1.43%	20
2025 Q2	$34.6M	Sell	1,500,000 -500,000	-25%	-$13.2M	2.58%	10
2025 Q1	$54M	Sell	2,000,000 -100,000	-5%	-$3.77M	4.06%	7
2024 Q4	$112M	Buy	2,100,000 +1,050,000	+100%	+$55.5M	6.17%	3
2024 Q3	$47.7M	Hold	1,050,000	–	–	2.53%	12
2024 Q2	$44M	Buy	1,050,000 +300,000	+40%	+$14.1M	2.54%	14
2024 Q1	$28.2M	Buy	+750,000	New	+$16.3M	1.24%	27

Other funds holding JANX

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

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

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

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TCM

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Cormorant Asset Management sold out of Janux Therapeutics (JANX) in Q1 2026, closing a stake of 650,000 shares — an estimated $8.97M sold.

Cormorant Asset Management first reported a position in JANX in Q1 2024 and held it in 8 quarters. The position peaked at $112M in Q4 2024. 190 funds tracked by Wall St. Rank hold JANX as of Q1 2026.

Cormorant Asset Management reported no remaining Janux Therapeutics position as of Q1 2026 after selling out during the quarter.
Cormorant Asset Management sold 650,000 Janux Therapeutics shares in Q1 2026, an estimated $8.97M.
Cormorant Asset Management first reported a position in Janux Therapeutics in Q1 2024 and held it in 8 quarters.
Cormorant Asset Management's Janux Therapeutics position peaked at $112M in Q4 2024.
190 funds tracked by Wall St. Rank held Janux Therapeutics as of Q1 2026.

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