CAM

Cormorant Asset Management Portfolio holdings

AUM $1.98B
1-Year Est. Return 737.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+737.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$55M
3
+$39.2M
4
AGMB
AgomAb Therapeutics NV
AGMB
+$34.9M
5
MAZE
Maze Therapeutics
MAZE
+$33.1M

Top Sells

1
+$69.8M
2
+$36.1M
3
+$25.4M
4
PRAX icon
Praxis Precision Medicines
PRAX
+$20M
5
GHRS icon
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
PRAX icon
1
Praxis Precision Medicines
PRAX
$9.76B
$285M 14.38%
885,500
-64,500
BBOT
2
BridgeBio Oncology
BBOT
$719M
$160M 8.07%
17,878,594
EYPT icon
3
EyePoint Inc
EYPT
$1.14B
$107M 5.37%
8,265,000
EWTX icon
4
Edgewise Therapeutics
EWTX
$3.68B
$103M 5.18%
3,260,000
-25,000
ERAS icon
5
Erasca
ERAS
$3.99B
$93.8M 4.73%
+5,800,000
RAPP
6
Rapport Therapeutics
RAPP
$1.89B
$92.5M 4.67%
2,957,521
-70,000
ALMS
7
Alumis Inc
ALMS
$2.75B
$87M 4.39%
3,949,241
+313,645
ABVX
8
Abivax
ABVX
$10.6B
$84.6M 4.27%
760,000
-590,000
MLTX icon
9
MoonLake Immunotherapeutics
MLTX
$1.41B
$83.5M 4.21%
4,480,433
+125,000
DNTH icon
10
Dianthus Therapeutics
DNTH
$5.08B
$79.7M 4.02%
+950,000
DRUG
11
Bright Minds Biosciences
DRUG
$864M
$77.3M 3.9%
1,059,331
BBIO icon
12
BridgeBio Pharma
BBIO
$13B
$63.1M 3.18%
850,000
-350,000
OLMA icon
13
Olema Pharmaceuticals
OLMA
$1.15B
$58.1M 2.93%
3,900,000
+1,150,000
BIOA
14
BioAge Labs
BIOA
$769M
$50.6M 2.55%
2,890,605
+850,000
CNTA
15
Centessa Pharmaceuticals
CNTA
$6.15B
$41.7M 2.1%
1,050,000
-275,000
DMRA
16
Damora Therapeutics
DMRA
$1.53B
$39.5M 1.99%
+1,525,000
MBX
17
MBX Biosciences
MBX
$1.5B
$33.4M 1.69%
1,120,000
INSM icon
18
Insmed
INSM
$23.2B
$31.1M 1.57%
190,000
-85,000
NAMS icon
19
NewAmsterdam Pharma
NAMS
$3.94B
$30.4M 1.53%
950,000
-50,000
TNGX icon
20
Tango Therapeutics
TNGX
$3.18B
$29.8M 1.5%
+1,425,000
PHVS icon
21
Pharvaris
PHVS
$2.11B
$28.3M 1.42%
1,000,000
-83,000
ORKA
22
Oruka Therapeutics
ORKA
$3.53B
$26.2M 1.32%
533,340
AGMB
23
AgomAb Therapeutics NV
AGMB
$554M
$25.9M 1.3%
+2,465,348
MAZE
24
Maze Therapeutics
MAZE
$1.46B
$22.4M 1.13%
+750,000
CRBP icon
25
Corbus Pharmaceuticals
CRBP
$147M
$22M 1.11%
2,344,971
1
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