CAM

Cormorant Asset Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 415.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+415.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$7.91M
3
+$7.02M
4
AMLX icon
Amylyx Pharmaceuticals
AMLX
+$4.71M
5
RAPP
Rapport Therapeutics
RAPP
+$4.49M

Top Sells

1
+$339M
2
+$58.9M
3
+$33.1M
4
PRAX icon
Praxis Precision Medicines
PRAX
+$30.3M
5
SPRY icon
ARS Pharmaceuticals
SPRY
+$19.2M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBOT
1
BridgeBio Oncology
BBOT
$802M
$207M 14.29%
17,878,594
+14,969,594
ABVX
2
Abivax
ABVX
$9.59B
$166M 11.42%
1,950,000
-180,000
EYPT icon
3
EyePoint Inc
EYPT
$1.45B
$119M 8.18%
8,325,000
RAPP
4
Rapport Therapeutics
RAPP
$1.38B
$94.8M 6.54%
3,192,521
+251,600
BBIO icon
5
BridgeBio Pharma
BBIO
$12.9B
$72.7M 5.02%
1,400,000
-200,000
EWTX icon
6
Edgewise Therapeutics
EWTX
$3.22B
$65M 4.49%
4,010,000
-241,992
DRUG
7
Bright Minds Biosciences
DRUG
$820M
$64.3M 4.43%
1,059,331
ACLX icon
8
Arcellx
ACLX
$6.58B
$63.6M 4.39%
775,000
-25,000
INSM icon
9
Insmed
INSM
$31.8B
$61.9M 4.27%
430,000
-110,000
NAMS icon
10
NewAmsterdam Pharma
NAMS
$4.08B
$61.9M 4.27%
2,175,000
PRAX icon
11
Praxis Precision Medicines
PRAX
$9.34B
$53M 3.66%
1,000,000
-625,000
CNTA
12
Centessa Pharmaceuticals
CNTA
$3.97B
$46.7M 3.22%
1,925,000
-161,600
PHVS icon
13
Pharvaris
PHVS
$1.84B
$34M 2.35%
1,363,200
-91,460
CRBP icon
14
Corbus Pharmaceuticals
CRBP
$150M
$30M 2.07%
2,375,000
GHRS icon
15
GH Research
GHRS
$921M
$27.4M 1.89%
1,916,439
-93,043
CGON icon
16
CG Oncology
CGON
$4.86B
$25.2M 1.74%
625,000
KRRO icon
17
Korro Bio
KRRO
$114M
$22.3M 1.54%
465,000
MBX
18
MBX Biosciences
MBX
$1.46B
$21.4M 1.48%
1,225,000
+525,000
MTSR
19
DELISTED
Metsera Inc
MTSR
$20.9M 1.44%
400,000
JANX icon
20
Janux Therapeutics
JANX
$819M
$20.8M 1.43%
850,000
-650,000
TARS icon
21
Tarsus Pharmaceuticals
TARS
$3.21B
$17.8M 1.23%
300,000
CRNX icon
22
Crinetics Pharmaceuticals
CRNX
$4.21B
$16.7M 1.15%
400,000
ENGN icon
23
enGene Holdings
ENGN
$677M
$15.9M 1.1%
2,323,595
ARQT icon
24
Arcutis Biotherapeutics
ARQT
$3.3B
$14.6M 1.01%
775,000
-225,000
MLTX icon
25
MoonLake Immunotherapeutics
MLTX
$1.24B
$14.3M 0.99%
1,994,173
-6,499,978
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