CAM

Cormorant Asset Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 85.27%
This Quarter Est. Return
1 Year Est. Return
+85.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$20M
3
+$7.6M
4
VYNE icon
VYNE Therapeutics
VYNE
+$2.26M
5
EWTX icon
Edgewise Therapeutics
EWTX
+$1.97M

Top Sells

1
+$17.3M
2
+$16.5M
3
+$15.7M
4
NAMS icon
NewAmsterdam Pharma
NAMS
+$11.8M
5
JANX icon
Janux Therapeutics
JANX
+$11.6M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLTX icon
1
MoonLake Immunotherapeutics
MLTX
$594M
$401M 29.86%
8,494,151
EYPT icon
2
EyePoint Pharmaceuticals
EYPT
$797M
$78.3M 5.84%
8,325,000
BBIO icon
3
BridgeBio Pharma
BBIO
$10.6B
$69.1M 5.15%
1,600,000
-400,000
PRAX icon
4
Praxis Precision Medicines
PRAX
$3.62B
$68.3M 5.09%
1,625,000
-120,000
MRUS icon
5
Merus
MRUS
$7.19B
$58.9M 4.39%
1,120,000
+380,000
EWTX icon
6
Edgewise Therapeutics
EWTX
$1.61B
$55.7M 4.15%
4,251,992
+150,000
INSM icon
7
Insmed
INSM
$34.4B
$54.3M 4.05%
540,000
+15,000
ACLX icon
8
Arcellx
ACLX
$4.95B
$52.7M 3.92%
800,000
-250,000
NAMS icon
9
NewAmsterdam Pharma
NAMS
$4.14B
$39.4M 2.93%
2,175,000
-650,000
JANX icon
10
Janux Therapeutics
JANX
$1.66B
$34.6M 2.58%
1,500,000
-500,000
RAPP
11
Rapport Therapeutics
RAPP
$1.14B
$33.4M 2.49%
2,940,921
VRNA
12
DELISTED
Verona Pharma
VRNA
$33.1M 2.47%
+350,000
BBOT
13
BridgeBio Oncology
BBOT
$942M
$30.9M 2.3%
2,909,000
DRUG
14
Bright Minds Biosciences
DRUG
$480M
$27.7M 2.06%
1,059,331
CNTA
15
Centessa Pharmaceuticals
CNTA
$3.06B
$27.4M 2.04%
2,086,600
-175,000
PHVS icon
16
Pharvaris
PHVS
$1.41B
$25.6M 1.91%
1,454,660
-11,800
GHRS icon
17
GH Research
GHRS
$867M
$24.5M 1.82%
2,009,482
SPRY icon
18
ARS Pharmaceuticals
SPRY
$1.01B
$19.2M 1.43%
1,100,000
-500,000
CRBP icon
19
Corbus Pharmaceuticals
CRBP
$228M
$16.4M 1.22%
2,375,000
ABVX
20
Abivax
ABVX
$7.23B
$16.3M 1.21%
2,130,000
CGON icon
21
CG Oncology
CGON
$3.16B
$16.3M 1.21%
625,000
-150,000
ARQT icon
22
Arcutis Biotherapeutics
ARQT
$2.47B
$14M 1.04%
1,000,000
-350,000
CRGX
23
DELISTED
CARGO Therapeutics
CRGX
$13.9M 1.04%
3,381,277
TARS icon
24
Tarsus Pharmaceuticals
TARS
$3.2B
$12.2M 0.91%
300,000
-100,000
CRNX icon
25
Crinetics Pharmaceuticals
CRNX
$4.08B
$11.5M 0.86%
400,000
-200,000
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