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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 | +41.37% | +0.06% | 3,439.0 | Biotechnology | |
EWTX | Edgewise Therapeutics Inc | 4,101,992 | 90,243.8 | +20.42% | 6.790 | +1.15% | 3.900 | +2.08% | -48.58% | 1,444.4 | Biotechnology | |
BBIO | BridgeBio Pharma Inc | 2,000,000 | 69,140.0 | +25.00% | 5.200 | +1.04% | 1.050 | +38.00% | +70.34% | 8,875.0 | Biotechnology | |
ACLX | Arcellx Inc | 1,050,000 | 68,880.0 | -19.23% | 5.180 | -1.05% | 1.910 | +14.40% | -7.48% | 3,909.8 | Biotechnology | |
PRAX | Praxis Precision Medicines Inc | 1,745,000 | 66,083.1 | +3.06% | 4.970 | +0.15% | 8.570 | +62.59% | -28.61% | 1,119.1 | Biotechnology | |
NAMS | NewAmsterdam Pharma Co NV | 2,825,000 | 57,827.8 | -13.08% | 4.350 | -0.60% | 2.520 | +34.52% | -14.47% | 2,467.7 | Biotechnology | |
JANX | Janux Therapeutics Inc | 2,000,000 | 54,000.0 | -4.76% | 4.060 | -0.29% | 3.380 | -6.53% | -48.17% | 1,642.1 | Biotechnology | |
EYPT | EyePoint Pharmaceuticals Inc | 8,325,000 | 45,121.5 | 0% | 3.390 | 0% | 12.100 | +81.50% | +38.26% | 708.8 | Biotechnology | |
INSM | Insmed Inc | 525,000 | 40,052.3 | -19.23% | 3.010 | -0.47% | 0.290 | +43.39% | +50.88% | 19,787.2 | Biotechnology | |
DRUG | Bright Minds Biosciences Inc | 1,059,331 | 38,210.1 | 0% | 2.870 | 0% | 15.050 | -21.50% | -27.85% | 177.7 | 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 | $17.25 | 54.29% | 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 | $13.73 | -47.66% | 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 | $33.02 | -11.59% | Reduce -40% | 600,000 | -400,000 | |
PCVX | Vaxcyte Inc | 2025-03-31 | Reduce Reduce | -1.12% | 37.76 ($79.95) 92.13 | $37.37 | -53.26% | Reduce -58.82% | 175,000 | -250,000 | |
ACLX | Arcellx Inc | 2025-03-31 | Reduce Reduce | -1.05% | 60.26 ($67.74) 79.13 | $70.95 | 4.74% | 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 | $18.35 | 52.54% | 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 | $34.04 | 9.31% | Reduce -61.9% | 400,000 | -650,000 | |
BBIO | BridgeBio Pharma Inc | 2025-03-31 | Add Add | +1.04% | 28.12 ($33.72) 37.59 | $46.74 | 38.61% | 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 | $22.72 | -7.15% | Sold Out | 0 | -585,462 | |
MTSR | Metsera Inc | 2025-03-31 | New Buy New Buy | +0.82% | 24.26 ($28.34) 32.08 | $44.30 | 56.32% | New holding | 400,000 | 400,000 |
Cormorant Asset Management, LP Total Holding History ($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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