CAM
Cormorant Asset Management Portfolio holdings
AUM
$1.76B
1-Year Est. Return
415.22%
This Fund
S&P 500
1 Year Est. Return
+415.22%
AUM
$1.76B
AUM Growth
+$315M
(+22%)
Holding
42
Top Buys
| 1 | +$48.9M | |
| 2 | +$27.9M | |
| 3 | +$20.7M | |
| 4 |
enGene Holdings
ENGN
|
+$13.4M |
| 5 |
ALMS
Alumis Inc
ALMS
|
+$10.4M |
Top Sells
| 1 | +$65.5M | |
| 2 | +$63.6M | |
| 3 | +$42.8M | |
| 4 |
Insmed
INSM
|
+$28.3M |
| 5 |
CG Oncology
CGON
|
+$25.2M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Praxis Precision Medicines
PRAX
$9.34B
| $280M | 15.87% |
950,000
-50,000
|
|
||
|
BBOT
2
BridgeBio Oncology
BBOT
$802M
| $224M | 12.69% |
17,878,594
|
|
||
|
ABVX
3
Abivax
ABVX
$9.59B
| $182M | 10.32% |
1,350,000
-600,000
|
|
||
4
EyePoint Inc
EYPT
$1.45B
| $151M | 8.56% |
8,265,000
-60,000
|
|
||
|
RAPP
5
Rapport Therapeutics
RAPP
$1.38B
| $91.9M | 5.21% |
3,027,521
-165,000
|
|
||
6
BridgeBio Pharma
BBIO
$12.9B
| $91.8M | 5.2% |
1,200,000
-200,000
|
|
||
|
DRUG
7
Bright Minds Biosciences
DRUG
$820M
| $82.7M | 4.69% |
1,059,331
|
|
||
8
Edgewise Therapeutics
EWTX
$3.22B
| $81.5M | 4.62% |
3,285,000
-725,000
|
|
||
9
Olema Pharmaceuticals
OLMA
$1.94B
| $68.8M | 3.9% |
+2,750,000
|
|
||
10
MoonLake Immunotherapeutics
MLTX
$1.24B
| $57.4M | 3.25% |
4,355,433
+2,361,260
|
|
||
|
11
Insmed
INSM
$31.8B
| $47.9M | 2.71% |
275,000
-155,000
|
|
||
|
12
enGene Holdings
ENGN
$677M
| $36.1M | 2.05% |
4,000,000
+1,676,405
|
|
||
|
ALMS
13
Alumis Inc
ALMS
$3.7B
| $35.5M | 2.01% |
3,635,596
+1,488,200
|
|
||
|
MBX
14
MBX Biosciences
MBX
$1.46B
| $35.3M | 2% |
1,120,000
-105,000
|
|
||
15
NewAmsterdam Pharma
NAMS
$4.08B
| $35.1M | 1.99% |
1,000,000
-1,175,000
|
|
||
|
CNTA
16
Centessa Pharmaceuticals
CNTA
$3.97B
| $33.1M | 1.88% |
1,325,000
-600,000
|
|
||
17
Pharvaris
PHVS
$1.84B
| $30.1M | 1.7% |
1,083,000
-280,200
|
|
||
|
BIOA
18
BioAge Labs
BIOA
$930M
| $27M | 1.53% |
2,040,605
-100,000
|
|
||
19
Ascendis Pharma
ASND
$14.3B
| $21.3M | 1.21% |
+100,000
|
|
||
20
Tarsus Pharmaceuticals
TARS
$3.21B
| $20.5M | 1.16% |
250,000
-50,000
|
|
||
21
Corbus Pharmaceuticals
CRBP
$150M
| $19.1M | 1.08% |
2,344,971
-30,029
|
|
||
22
GH Research
GHRS
$921M
| $16.5M | 0.94% |
1,300,000
-616,439
|
|
||
|
ORKA
23
Oruka Therapeutics
ORKA
$1.67B
| $16.2M | 0.92% |
533,340
|
|
||
24
Arcutis Biotherapeutics
ARQT
$3.3B
| $14.5M | 0.82% |
500,000
-275,000
|
|
||
25
Crinetics Pharmaceuticals
CRNX
$4.21B
| $14M | 0.79% |
300,000
-100,000
|
|