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CIK: 0001583977
Total reported value
$2.0B
$2.0B
49 檔
36.3%
During the Q2 2024 filing period, Cormorant Asset Management, LP (CIK: 0001583977) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 49 reported positions.
During Q2 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 | 21.58% | -0.99% | — | |
| 2 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 5.29% | +0.02% | — | |
| 3 | ACLXGBX | Arcellx Inc | Stock-Other | 4.86% | — | -14.33% | |
| 4 | PCVX | Vaxcyte Inc | Stock-Other | 4.80% | -0.14% | +60.58% | |
| 5 | ✓ | Longboard Pharmaceuticals In | Stock-Other | 4.36% | — | -16.78% | |
| 6 | EYPT | Eyepoint Inc | Stock-Other | 4.18% | -0.22% | +20.77% | |
| 7 | RAPP | Rapport Therapeutics Inc | Stock-Other | 3.95% | +1.02% | — | |
| 8 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 3.49% | -0.22% | +17.39% | |
| 9 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 3.13% | +0.07% | — | |
| 10 | ✓ | Merus N V | Stock-Other | 2.87% | — | +17.48% | |
| 11 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 2.72% | -1.07% | -41.98% | |
| 12 | INSM | Insmed Inc | Stock-Healthcare | 2.61% | -1.15% | +17.39% | |
| 13 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 2.55% | -0.66% | +53.33% | |
| 14 | JANX | Janux Therapeutics Inc | Stock-Other | 2.54% | — | +40.00% | |
| 15 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.86% | -0.42% | EXIT | |
| 16 | CGON | Cg Oncology Inc | Stock-Other | 1.78% | — | +21.88% | |
| 17 | ✓ | Helix Acquisition CORP Ii | Stock-Other | 1.72% | — | — | |
| 18 | ALMS | Alumis Inc | Stock-Other | 1.65% | +0.37% | — | |
| 19 | PRAX | Praxis Precision Medicines I | Stock-Other | 1.64% | -3.35% | -47.71% | |
| 20 | ABVX | Abivax Sa-adr | Stock-Other | 1.63% | +0.36% | — | |
| 21 | BHVN | Biohaven Ltd. | Stock-Other | 1.61% | +1.24% | +29.99% | |
| 22 | URGN | UroGen Pharma Ltd. | Stock-Other | 1.60% | — | — | |
| 23 | PHVS | Pharvaris N.V. | Stock-Other | 1.59% | -0.09% | -14.32% | |
| 24 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 1.36% | -0.29% | +18.82% | |
| 25 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 1.14% | — | — | |
| 26 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 1.13% | — | — | |
| 27 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 1.13% | — | -13.64% | |
| 28 | CRGX | Cargo Therapeutics Inc | Stock-Other | 1.12% | — | — | |
| 29 | YMABUSD | Y-mabs Therapeutics Inc | Stock-Other | 1.01% | — | — | |
| 30 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 1.00% | — | — | |
| 31 | BMEA | Biomea Fusion Inc | Stock-Other | 0.93% | — | — | |
| 32 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.84% | -2.09% | EXIT | |
| 33 | TARS | Tarsus Pharmaceuticals Inc | Stock-Other | 0.79% | -0.47% | -76.63% | |
| 34 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.69% | — | — | |
| 35 | AVBP | Arrivent Biopharma Inc | Stock-Other | 0.55% | — | — | |
| 36 | ✓ | Engene Holdings Inc | Stock-Other | 0.54% | — | — | |
| 37 | KRRO | Korro Bio Inc | Stock-Other | 0.52% | — | -49.77% | |
| 38 | IDYA | Ideaya Biosciences Inc | Stock-Other | 0.50% | — | -45.56% | |
| 39 | IBRX | Immunitybio Inc | Stock-Healthcare | 0.46% | — | — | |
| 40 | GHRS | GH Research PLC | Stock-Other | 0.40% | — | — | |
| 41 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.35% | — | — | |
| 42 | STOK | Stoke Therapeutics Inc | Stock-Other | 0.33% | — | — | |
| 43 | ✓ | Mersana Therapeutics Inc | Stock-Other | 0.30% | — | — | |
| 44 | NGNE | Neurogene Inc | Stock-Other | 0.23% | — | -80.07% | |
| 45 | SIGA | Siga Technologies Inc | Stock-Other | 0.22% | — | — | |
| 46 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.16% | — | — | |
| 47 | CMPX | Compass Therapeutics Inc | Stock-Other | 0.12% | — | -63.48% | |
| 48 | ✓ | Verve Therapeutics Inc | Stock-Other | 0.10% | — | — | |
| 49 | ✓ | Rapt Therapeutics Inc | Stock-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Cormorant Asset Management, LP reported a total U.S. public equity portfolio value of $2.0B across 49 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MLTX, CRBP, ACLXGBX) accounted for 36.3% of total reported equity market value during Q2 2024.
During Q2 2024, Cormorant Asset Management, LP's top holdings by market value included MLTX (21.6%)、CRBP (5.3%)、ACLXGBX (4.9%). The largest single position, MLTX, represented 21.6% of total portfolio value.
In Q2 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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