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CAM
Cormorant Asset Management Portfolio holdings
AUM
$1.98B
1-Year Est. Return
737.95%
This Fund
S&P 500
This Quarter
Est. Return
+33.7%
1 Year Est. Return
+737.95%
3 Year Est. Return
+5,256.52%
5 Year Est. Return
+13,483.26%
10 Year Est. Return
+564,575.55%
AUM
$1.98B
AUM Growth
+$220M
(+12%)
Cap. Flow
+$217M
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
59.28%
Holding
52
New
17
Increased
6
Reduced
17
Closed
3
Top Buys
| 1 |
Erasca
ERAS
|
+$68.6M |
| 2 |
Dianthus Therapeutics
DNTH
|
+$55M |
| 3 |
DMRA
Damora Therapeutics
DMRA
|
+$39.2M |
| 4 |
AGMB
AgomAb Therapeutics NV
AGMB
|
+$34.9M |
| 5 |
MAZE
Maze Therapeutics
MAZE
|
+$33.1M |
Top Sells
| 1 |
ABVX
Abivax
ABVX
|
+$69.8M |
| 2 |
enGene Therapeutics
ENGN
|
+$36.1M |
| 3 |
BridgeBio Pharma
BBIO
|
+$25.4M |
| 4 |
Praxis Precision Medicines
PRAX
|
+$20M |
| 5 |
GH Research
GHRS
|
+$16.5M |
Sector Composition
| 1 | Healthcare | 99.34% |
| 2 | Financials | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Praxis Precision Medicines
PRAX
$9.14B
| $285M | 14.38% |
885,500
-64,500
| -7% | -$20M |
|
|
BBOT
2
BridgeBio Oncology
BBOT
$707M
| $160M | 8.07% |
17,878,594
| – | – |
|
3
EyePoint Inc
EYPT
$1.15B
| $107M | 5.37% |
8,265,000
| – | – |
|
4
Edgewise Therapeutics
EWTX
$4.27B
| $103M | 5.18% |
3,260,000
-25,000
| -0.8% | -$721K |
|
|
5
Erasca
ERAS
$6.06B
| $93.8M | 4.73% |
+5,800,000
| New | +$68.6M |
|
|
RAPP
6
Rapport Therapeutics
RAPP
$1.98B
| $92.5M | 4.67% |
2,957,521
-70,000
| -2% | -$1.97M |
|
|
ALMS
7
Alumis Inc
ALMS
$3.48B
| $87M | 4.39% |
3,949,241
+313,645
| +9% | +$7.84M |
|
|
ABVX
8
Abivax
ABVX
$11.8B
| $84.6M | 4.27% |
760,000
-590,000
| -44% | -$69.8M |
|
9
MoonLake Immunotherapeutics
MLTX
$1.63B
| $83.5M | 4.21% |
4,480,433
+125,000
| +3% | +$2.07M |
|
|
10
Dianthus Therapeutics
DNTH
$5.54B
| $79.7M | 4.02% |
+950,000
| New | +$55M |
|
|
DRUG
11
Bright Minds Biosciences
DRUG
$726M
| $77.3M | 3.9% |
1,059,331
| – | – |
|
|
12
BridgeBio Pharma
BBIO
$16.5B
| $63.1M | 3.18% |
850,000
-350,000
| -29% | -$25.4M |
|
13
Olema Pharmaceuticals
OLMA
$1.04B
| $58.1M | 2.93% |
3,900,000
+1,150,000
| +42% | +$25.6M |
|
|
BIOA
14
BioAge Labs
BIOA
$1.01B
| $50.6M | 2.55% |
2,890,605
+850,000
| +42% | +$16.4M |
|
|
CNTA
15
DELISTED
Centessa Pharmaceuticals
CNTA
| $41.7M | 2.1% |
1,050,000
-275,000
| -21% | -$7.03M |
|
|
DMRA
16
Damora Therapeutics
DMRA
$1.91B
| $39.5M | 1.99% |
+1,525,000
| New | +$39.2M |
|
|
MBX
17
MBX Biosciences
MBX
$2.69B
| $33.4M | 1.69% |
1,120,000
| – | – |
|
18
Insmed
INSM
$23.9B
| $31.1M | 1.57% |
190,000
-85,000
| -31% | -$13.1M |
|
19
NewAmsterdam Pharma
NAMS
$3.89B
| $30.4M | 1.53% |
950,000
-50,000
| -5% | -$1.63M |
|
20
Tango Therapeutics
TNGX
$4.83B
| $29.8M | 1.5% |
+1,425,000
| New | +$19.8M |
|
21
Pharvaris
PHVS
$2.41B
| $28.3M | 1.42% |
1,000,000
-83,000
| -8% | -$2.22M |
|
|
ORKA
22
Oruka Therapeutics
ORKA
$5.28B
| $26.2M | 1.32% |
533,340
| – | – |
|
|
AGMB
23
AgomAb Therapeutics NV
AGMB
$593M
| $25.9M | 1.3% |
+2,465,348
| New | +$34.9M |
|
|
MAZE
24
Maze Therapeutics
MAZE
$1.65B
| $22.4M | 1.13% |
+750,000
| New | +$33.1M |
|
25
Corbus Pharmaceuticals
CRBP
$167M
| $22M | 1.11% |
2,344,971
| – | – |
|
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