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CIK: 0001583977
Total reported value
$2.0B
$2.0B
57 檔
46.1%
In Q1 2024, Cormorant Asset Management, LP's U.S. equity holdings reached a combined market value of $2.0B, distributed across 57 disclosed stock positions.
During Q1 2024, Cormorant Asset Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MLTX | Moonlake Immunotherapeutics | Stock-Other | 18.72% | -0.99% | — | |
| 2 | EYPT | Eyepoint Inc | Stock-Other | 6.25% | -0.22% | +14.16% | |
| 3 | ACLXGBX | Arcellx Inc | Stock-Other | 5.43% | — | +4.71% | |
| 4 | NVLSEUR | Alpine Immune Sciences Inc | Stock-Other | 4.69% | — | +5.88% | |
| 5 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 4.34% | -1.07% | -4.22% | |
| 6 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.51% | -3.35% | +106.84% | |
| 7 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 3.49% | +0.02% | — | |
| 8 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 3.41% | -0.47% | -3.71% | |
| 9 | ✓ | Longboard Pharmaceuticals In | Stock-Other | 3.18% | — | +42.50% | |
| 10 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 2.41% | +0.07% | +17.81% | |
| 11 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 2.36% | -0.22% | — | |
| 12 | BMEA | Biomea Fusion Inc | Stock-Other | 2.34% | — | — | |
| 13 | KRRO | Korro Bio Inc | Stock-Other | 2.09% | — | — | |
| 14 | PCVX | Vaxcyte Inc | Stock-Other | 2.05% | -0.14% | +3.01% | |
| 15 | AUTL | Autolus Therapeutics PLC | Stock-Other | 1.85% | — | +21.41% | |
| 16 | PHVS | Pharvaris N.V. | Stock-Other | 1.73% | -0.09% | — | |
| 17 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.56% | -0.66% | — | |
| 18 | CGON | Cg Oncology Inc | Stock-Other | 1.54% | — | — | |
| 19 | ALXO | Alx Oncology Holdings Inc | Stock-Other | 1.54% | — | — | |
| 20 | BHVN | Biohaven Ltd. | Stock-Other | 1.48% | +1.24% | +652.73% | |
| 21 | ✓ | Merus N V | Stock-Other | 1.41% | — | — | |
| 22 | ✓ | Stock-Other | 1.39% | — | -11.71% | ||
| 23 | ABVX | Abivax Sa-adr | Stock-Other | 1.34% | +0.36% | — | |
| 24 | ✓ | Helix Acquisition CORP Ii | Stock-Other | 1.33% | — | — | |
| 25 | MRNS* | Marinus Pharmaceuticals Inc | Stock-Other | 1.29% | — | — | |
| 26 | TRML | Tourmaline Bio Inc | Stock-Other | 1.26% | — | — | |
| 27 | JANX | Janux Therapeutics Inc | Stock-Other | 1.24% | — | — | |
| 28 | NGNE | Neurogene Inc | Stock-Other | 1.20% | — | -27.80% | |
| 29 | CRGX | Cargo Therapeutics Inc | Stock-Other | 1.16% | — | — | |
| 30 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.05% | — | — | |
| 31 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 1.03% | — | -36.00% | |
| 32 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 0.92% | -0.29% | — | |
| 33 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.87% | — | — | |
| 34 | CABA | Cabaletta Bio Inc | Stock-Other | 0.82% | +0.06% | — | |
| 35 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.80% | — | — | |
| 36 | ✓ | Engene Holdings Inc | Stock-Other | 0.74% | — | — | |
| 37 | INSM | Insmed Inc | Stock-Healthcare | 0.68% | -1.15% | — | |
| 38 | VTYXUSD | Ventyx Biosciences Inc | Stock-Other | 0.65% | — | — | |
| 39 | NKTX | Nkarta Inc | Stock-Other | 0.64% | — | — | |
| 40 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.59% | — | — | |
| 41 | ✓ | Mersana Therapeutics Inc | Stock-Other | 0.51% | — | — | |
| 42 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.48% | — | — | |
| 43 | KYTX | Kyverna Therapeutics Inc | Stock-Other | 0.48% | — | — | |
| 44 | BEAM | Beam Therapeutics Inc | Stock-Other | 0.43% | — | — | |
| 45 | IMRX | Immuneering CORP - Class A | Stock-Other | 0.42% | — | -21.62% | |
| 46 | SYRE | Spyre Therapeutics Inc | Stock-Other | 0.42% | +1.02% | NEW | |
| 47 | AVBP | Arrivent Biopharma Inc | Stock-Other | 0.40% | — | — | |
| 48 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.35% | — | -33.33% | |
| 49 | IRON | Disc Medicine Inc | Stock-Other | 0.34% | — | — | |
| 50 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.28% | -2.09% | EXIT |
According to official SEC Form 13F filings, Cormorant Asset Management, LP reported a total U.S. public equity portfolio value of $2.0B across 57 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MLTX, EYPT, ACLXGBX) accounted for 46.1% of total reported equity market value during Q1 2024.
During Q1 2024, Cormorant Asset Management, LP's top holdings by market value included MLTX (18.7%)、EYPT (6.3%)、ACLXGBX (5.4%). The largest single position, MLTX, represented 18.7% of total portfolio value.
In Q1 2024, Cormorant Asset Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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