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Cormorant Asset Management, LP13F | |
| Cormorant Asset Management, LP | |
| Last update 2025-05-15 | 44 Stocks (4 new) |
| Value $1.33 Bil | Turnover 7 % |
Cormorant Asset Management, LP... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MLTX | MoonLake Immunotherapeutics | 8,494,151 | 331,866.5 | 0% | 24.950 | 0% | 13.380 | +42.27% | +3.80% | 3,567.9 | Biotechnology | |
EWTX | Edgewise Therapeutics Inc | 4,101,992 | 90,243.8 | +20.42% | 6.790 | +1.15% | 3.900 | -3.67% | -46.50% | 1,502.8 | Biotechnology | |
BBIO | BridgeBio Pharma Inc | 2,000,000 | 69,140.0 | +25.00% | 5.200 | +1.04% | 1.050 | +32.78% | +70.48% | 8,882.6 | Biotechnology | |
ACLX | Arcellx Inc | 1,050,000 | 68,880.0 | -19.23% | 5.180 | -1.05% | 1.910 | +10.06% | -8.68% | 3,859.1 | Biotechnology | |
PRAX | Praxis Precision Medicines Inc | 1,745,000 | 66,083.1 | +3.06% | 4.970 | +0.15% | 8.570 | +54.39% | -26.60% | 1,150.6 | Biotechnology | |
NAMS | NewAmsterdam Pharma Co NV | 2,825,000 | 57,827.8 | -13.08% | 4.350 | -0.60% | 2.520 | +40.65% | -5.49% | 2,727.1 | Biotechnology | |
JANX | Janux Therapeutics Inc | 2,000,000 | 54,000.0 | -4.76% | 4.060 | -0.29% | 3.380 | -14.52% | -49.51% | 1,599.5 | Biotechnology | |
EYPT | EyePoint Pharmaceuticals Inc | 8,325,000 | 45,121.5 | 0% | 3.390 | 0% | 12.100 | +57.38% | +41.74% | 726.7 | Biotechnology | |
INSM | Insmed Inc | 525,000 | 40,052.3 | -19.23% | 3.010 | -0.47% | 0.290 | +44.69% | +48.38% | 19,458.6 | Biotechnology | |
DRUG | Bright Minds Biosciences Inc | 1,059,331 | 38,210.1 | 0% | 2.870 | 0% | 15.050 | -14.22% | -18.80% | 203.4 | Biotechnology |
Cormorant Asset Management, LP's Historical Top Holdings Breakdowns
Cormorant Asset Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GHRS | GH Research PLC | 2025-03-31 | Add Add | +1.18% | 7.91 ($11.18) 17.99 | $13.81 | 23.52% | Add 238.84% | 2,009,482 | 1,416,439 | |
EWTX | Edgewise Therapeutics Inc | 2025-03-31 | Add Add | +1.15% | 22 ($26.23) 30.03 | $14.19 | -45.90% | Add 20.42% | 4,101,992 | 695,458 | |
CRNX | Crinetics Pharmaceuticals Inc | 2025-03-31 | Reduce Reduce | -1.12% | 32.3 ($37.35) 53.15 | $30.90 | -17.27% | Reduce -40% | 600,000 | -400,000 | |
PCVX | Vaxcyte Inc | 2025-03-31 | Reduce Reduce | -1.12% | 37.76 ($79.95) 92.13 | $36.29 | -54.61% | Reduce -58.82% | 175,000 | -250,000 | |
ACLX | Arcellx Inc | 2025-03-31 | Reduce Reduce | -1.05% | 60.26 ($67.74) 79.13 | $69.67 | 2.85% | Reduce -19.23% | 1,050,000 | -250,000 | |
SPRY | ARS Pharmaceuticals Inc | 2025-03-31 | Add Add | +1.04% | 10.18 ($12.03) 14.88 | $17.91 | 48.88% | Add 220% | 1,600,000 | 1,100,000 | |
RNA | Avidity Biosciences Inc | 2025-03-31 | Reduce Reduce | -1.04% | 27.05 ($31.14) 35.11 | $34.24 | 9.96% | Reduce -61.9% | 400,000 | -650,000 | |
BBIO | BridgeBio Pharma Inc | 2025-03-31 | Add Add | +1.04% | 28.12 ($33.72) 37.59 | $46.93 | 39.18% | Add 25% | 2,000,000 | 400,000 | |
AVBP | ArriVent BioPharma Inc | 2025-03-31 | Sold Out Sold Out | -0.86% | 18.28 ($24.47) 29.25 | $22.18 | -9.34% | Sold Out | 0 | -585,462 | |
MTSR | Metsera Inc | 2025-03-31 | New Buy New Buy | +0.82% | 24.26 ($28.34) 32.08 | $39.60 | 39.73% | New holding | 400,000 | 400,000 |
Cormorant Asset Management, LP Total Holding History ($B)
Cormorant Asset Management, LP's Asset Allocation
Cormorant Asset Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cormorant Asset Management, LP's Hypothetical Growth since 2025-03-31
Cormorant Asset Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Cormorant Asset Management, LP's Holdings Heat Map
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Cormorant Asset Management, LP's Holdings Bubble Chart
Cormorant Asset Management, LP News
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