Cormorant Asset Management’s Olema Pharmaceuticals OLMA Stock Holding History

Cormorant Asset Management’s Portfolio OLMA Stock Details OLMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$58.1M	Buy	3,900,000 +1,150,000	+42%	+$25.6M	2.92%	13
2025 Q4	$68.8M	Buy	+2,750,000	New	+$48.9M	3.18%	12
2024 Q1	–	Sell	-2,456,800	Closed	-$34.5M	–	61
2023 Q4	$34.5M	Sell	2,456,800 -2,047,964	-45%	-$27.5M	1.65%	19
2023 Q3	$55.6M	Buy	4,504,764 +1,422,764	+46%	+$14.5M	3.25%	7
2023 Q2	$27.8M	Hold	3,082,000	–	–	1.56%	18
2023 Q1	$10.7M	Buy	3,082,000 +1,000,000	+48%	+$4.08M	0.7%	36
2022 Q4	$5.1M	Hold	2,082,000	–	–	0.34%	57
2022 Q3	$5.75M	Hold	2,082,000	–	–	0.4%	51
2022 Q2	$8.47M	Hold	2,082,000	–	–	0.64%	43
2022 Q1	$8.87M	Sell	2,082,000 -87,871	-4%	-$484K	0.68%	44
2021 Q4	$20.3M	Sell	2,169,871 -903,614	-29%	-$18.7M	1.21%	25
2021 Q3	$84.7M	Hold	3,073,485	–	–	3.44%	6
2021 Q2	$86M	Sell	3,073,485 -122,059	-4%	-$3.47M	2.92%	8
2021 Q1	$105M	Hold	3,195,544	–	–	2.34%	11
2020 Q4	$148M	Buy	+3,195,544	New	+$150M	3.53%	8

Other funds holding OLMA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cormorant Asset Management's OLMA Position: Q1 2026 in Review

Cormorant Asset Management increased its Olema Pharmaceuticals (OLMA) stake by 42% in Q1 2026, buying an estimated $25.6M and bringing the position to 3,900,000 shares worth $58.1M. The position accounts for 2.92% of the portfolio, ranked #13.

Cormorant Asset Management first reported a position in OLMA in Q4 2020 and has held it in 15 quarters since. The position peaked at $148M in Q4 2020. 195 funds tracked by Wall St. Rank hold OLMA as of Q1 2026.

Cormorant Asset Management held 3,900,000 shares of Olema Pharmaceuticals worth $58.1M as of Q1 2026.
Cormorant Asset Management bought 1,150,000 Olema Pharmaceuticals shares in Q1 2026, an estimated $25.6M.
Olema Pharmaceuticals made up 2.92% of Cormorant Asset Management's portfolio in Q1 2026, its #13 holding.
Cormorant Asset Management first reported a position in Olema Pharmaceuticals in Q4 2020 and has held it in 15 quarters since.
Cormorant Asset Management's Olema Pharmaceuticals position peaked at $148M in Q4 2020.
195 funds tracked by Wall St. Rank held Olema Pharmaceuticals as of Q1 2026.

Based on Cormorant Asset Management's 13F filing for Q1 2026, filed 15 May 2026.