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CAM
Cormorant Asset Management Portfolio holdings
AUM
$1.98B
1-Year Est. Return
737.95%
This Fund
S&P 500
This Quarter
Est. Return
+107.41%
1 Year Est. Return
+737.95%
3 Year Est. Return
+5,256.52%
5 Year Est. Return
+13,483.26%
10 Year Est. Return
+564,575.55%
AUM
$1.76B
AUM Growth
+$315M
(+22%)
Cap. Flow
-$270M
Cap. Flow
% of AUM
-15.33%
Top 10 Holdings %
Top 10 Hldgs %
74.31%
Holding
42
New
3
Increased
3
Reduced
22
Closed
7
Top Buys
| 1 |
Olema Pharmaceuticals
OLMA
|
+$48.9M |
| 2 |
MoonLake Immunotherapeutics
MLTX
|
+$27.9M |
| 3 |
Ascendis Pharma A/S
ASND
|
+$20.7M |
| 4 |
enGene Therapeutics
ENGN
|
+$13.4M |
| 5 |
ALMS
Alumis Inc
ALMS
|
+$10.4M |
Top Sells
| 1 |
ABVX
Abivax
ABVX
|
+$65.5M |
| 2 |
ACLX
Arcellx
ACLX
|
+$63.6M |
| 3 |
NewAmsterdam Pharma
NAMS
|
+$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
$9.14B
| $280M | 15.87% |
950,000
-50,000
| -5% | -$9.31M |
|
|
BBOT
2
BridgeBio Oncology
BBOT
$707M
| $224M | 12.69% |
17,878,594
| – | – |
|
|
ABVX
3
Abivax
ABVX
$11.8B
| $182M | 10.32% |
1,350,000
-600,000
| -31% | -$65.5M |
|
4
EyePoint Inc
EYPT
$1.15B
| $151M | 8.56% |
8,265,000
-60,000
| -0.7% | -$850K |
|
|
RAPP
5
Rapport Therapeutics
RAPP
$1.98B
| $91.9M | 5.21% |
3,027,521
-165,000
| -5% | -$4.57M |
|
6
BridgeBio Pharma
BBIO
$16.5B
| $91.8M | 5.2% |
1,200,000
-200,000
| -14% | -$13.1M |
|
|
DRUG
7
Bright Minds Biosciences
DRUG
$726M
| $82.7M | 4.69% |
1,059,331
| – | – |
|
8
Edgewise Therapeutics
EWTX
$4.27B
| $81.5M | 4.62% |
3,285,000
-725,000
| -18% | -$14.6M |
|
|
9
Olema Pharmaceuticals
OLMA
$1.04B
| $68.8M | 3.9% |
+2,750,000
| New | +$48.9M |
|
|
10
MoonLake Immunotherapeutics
MLTX
$1.63B
| $57.4M | 3.25% |
4,355,433
+2,361,260
| +118% | +$27.9M |
|
|
11
Insmed
INSM
$23.9B
| $47.9M | 2.71% |
275,000
-155,000
| -36% | -$28.3M |
|
|
12
enGene Therapeutics
ENGN
$127M
| $36.1M | 2.05% |
4,000,000
+1,676,405
| +72% | +$13.4M |
|
|
ALMS
13
Alumis Inc
ALMS
$3.48B
| $35.5M | 2.01% |
3,635,596
+1,488,200
| +69% | +$10.4M |
|
|
MBX
14
MBX Biosciences
MBX
$2.69B
| $35.3M | 2% |
1,120,000
-105,000
| -9% | -$2.55M |
|
|
15
NewAmsterdam Pharma
NAMS
$3.89B
| $35.1M | 1.99% |
1,000,000
-1,175,000
| -54% | -$42.8M |
|
|
CNTA
16
DELISTED
Centessa Pharmaceuticals
CNTA
| $33.1M | 1.88% |
1,325,000
-600,000
| -31% | -$15.2M |
|
17
Pharvaris
PHVS
$2.41B
| $30.1M | 1.7% |
1,083,000
-280,200
| -21% | -$6.75M |
|
|
BIOA
18
BioAge Labs
BIOA
$1.01B
| $27M | 1.53% |
2,040,605
-100,000
| -5% | -$886K |
|
|
19
Ascendis Pharma A/S
ASND
$17.4B
| $21.3M | 1.21% |
+100,000
| New | +$20.7M |
|
20
Tarsus Pharmaceuticals
TARS
$2.45B
| $20.5M | 1.16% |
250,000
-50,000
| -17% | -$3.73M |
|
21
Corbus Pharmaceuticals
CRBP
$167M
| $19.1M | 1.08% |
2,344,971
-30,029
| -1% | -$371K |
|
22
GH Research
GHRS
$1.84B
| $16.5M | 0.94% |
1,300,000
-616,439
| -32% | -$8.4M |
|
|
ORKA
23
Oruka Therapeutics
ORKA
$5.28B
| $16.2M | 0.92% |
533,340
| – | – |
|
24
Arcutis Biotherapeutics
ARQT
$3.35B
| $14.5M | 0.82% |
500,000
-275,000
| -35% | -$7.04M |
|
25
Crinetics Pharmaceuticals
CRNX
$8.86B
| $14M | 0.79% |
300,000
-100,000
| -25% | -$4.45M |
|
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