CA

Cormorant Asset Management, LP

13F
Cormorant Asset Management, LP
Last update 2024-11-06 49 Stocks (8 new)
Value $1.73 Bil Turnover 20 %
Countries:
Top Holdings: MLTX(21.58%)CRBP(5.29%)ACLX(4.86%)PCVX(4.80%)LBPH(4.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cormorant Asset Management, LP... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MLTX 		MoonLake Immunotherapeutics
8,494,151
373487.820
0%
21.580
0%
13.510
+17.67%
-16.10%
3186.567
Biotechnology
CRBP 		Corbus Pharmaceuticals Holdings Inc
2,025,000
91631.250
0%
5.290
0%
16.820
-61.61%
+206.95%
223.295
Biotechnology
ACLX 		Arcellx Inc
1,525,000
84164.750
-14.33%
4.860
-0.78%
2.840
+94.78%
+78.67%
5330.413
Biotechnology
PCVX 		Vaxcyte Inc
1,100,000
83061.000
+60.58%
4.800
+1.81%
0.990
+45.63%
+63.54%
12800.173
Biotechnology
LBPH 		Longboard Pharmaceuticals Inc
2,790,462
75426.190
-16.78%
4.360
-0.53%
7.170
+71.88%
+891.38%
2333.156
Biotechnology
EYPT 		EyePoint Pharmaceuticals Inc
8,325,000
72427.500
+20.77%
4.180
+0.72%
15.550
+33.99%
-49.85%
789.912
Biotechnology
RAPP 		Rapport Therapeutics Inc
2,940,283
68390.980
New Holding
3.950
+3.95%
8.040
+42.63%
0%
983.907
Biotechnology
CRNX 		Crinetics Pharmaceuticals Inc
1,350,000
60466.500
+17.39%
3.490
+0.52%
1.690
+23.71%
+67.93%
5379.628
Biotechnology
EWTX 		Edgewise Therapeutics Inc
3,006,534
54147.680
0%
3.130
0%
3.210
+123.11%
+223.86%
3322.352
Biotechnology
MRUS 		Merus NV
840,000
49702.800
+17.48%
2.870
+0.43%
1.230
+11.22%
+98.18%
3731.271
Biotechnology

Cormorant Asset Management, LP's Historical Top Holdings Breakdowns

Cormorant Asset Management, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ALPN Alpine Immune Sciences Inc2024-06-30Sold Out
-4.69%
●
34.91 ($58.97) 64.97
$64.97
10.17%
Sold Out
0
-2,700,000
RAPP 		Rapport Therapeutics Inc2024-06-30New Buy
+3.95%
●
20.8 ($23.15) 26.19
$26.90
16.20%
New holding
2,940,283
2,940,283
TARS 		Tarsus Pharmaceuticals Inc2024-06-30Reduce
-2.61%
●
25.17 ($33.62) 38.73
$46.79
39.17%
Reduce -76.63%
500,000
-1,639,102
AXSM 		Axsome Therapeutics Inc2024-06-30New Buy
+1.86%
●
65.72 ($74.04) 80.5
$90.70
22.50%
New holding
400,000
400,000
AUTL 		Autolus Therapeutics PLC2024-06-30Sold Out
-1.85%
●
3.33 ($4.32) 5.68
$4.04
-6.48%
Sold Out
0
-6,616,667
BBIO 		BridgeBio Pharma Inc2024-06-30Reduce
-1.82%
●
23 ($27.34) 31.04
$25.88
-5.34%
Reduce -41.98%
1,858,351
-1,344,678
PCVX 		Vaxcyte Inc2024-06-30Add
+1.81%
●
60.06 ($68.07) 78.77
$102.70
50.87%
Add 60.58%
1,100,000
415,000
PRAX 		Praxis Precision Medicines Inc2024-06-30Reduce
-1.67%
●
36.55 ($47.26) 58.6
$75.35
59.44%
Reduce -47.71%
685,000
-625,000
ALMS 		Alumis Inc2024-06-30New Buy
+1.65%
●
13.3 ($13.3) 13.3
$11.70
-12.03%
New holding
2,147,400
2,147,400
URGN 		UroGen Pharma Ltd2024-06-30New Buy
+1.60%
●
12.72 ($14.22) 19.2
$12.10
-14.91%
New holding
1,650,000
1,650,000

Cormorant Asset Management, LP Total Holding History ($B)

To

Cormorant Asset Management, LP's Asset Allocation

To

Cormorant Asset Management, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cormorant Asset Management, LP's Hypothetical Growth since 2024-06-30

Cormorant Asset Management, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Cormorant Asset Management, LP's Holdings Heat Map

Size field:

Cormorant Asset Management, LP's Holdings Bubble Chart

Cormorant Asset Management, LP News

  • 1

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