Cormorant Asset Management, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.9T
Holdings
45
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 8,494,151 | $428.3B | 22.71% | |
| 2 | PCVXVAXCYTE INC | 1,000,000 | $114.3B | 6.06% | |
| 3 | ACLXARCELLX INC | 1,250,000 | $104.4B | 5.54% | |
| 4 | —LONGBOARD PHARMACEUTICALS IN | 2,790,462 | $93.0B | 4.93% | |
| 5 | EWTXEDGEWISE THERAPEUTICS INC | 3,406,534 | $90.9B | 4.82% | |
| 6 | EYPTEYEPOINT PHARMACEUTICALS INC | 8,325,000 | $66.5B | 3.53% | |
| 7 | RAPPRAPPORT THERAPEUTICS INC | 2,940,921 | $60.2B | 3.19% | |
| 8 | CRNXCRINETICS PHARMACEUTICALS IN | 1,100,000 | $56.2B | 2.98% | |
| 9 | PRAXPRAXIS PRECISION MEDICINES I | 870,000 | $50.1B | 2.65% | |
| 10 | CRBPCORBUS PHARMACEUTICALS HLDGS | 2,375,000 | $49.0B | 2.60% | |
| 11 | RNAAVIDITY BIOSCIENCES INC | 1,050,000 | $48.2B | 2.56% | |
| 12 | JANXJANUX THERAPEUTICS INC | 1,050,000 | $47.7B | 2.53% | |
| 13 | BBIOBRIDGEBIO PHARMA INC | 1,858,351 | $47.3B | 2.51% | |
| 14 | NAMSNEWAMSTERDAM PHARMA COMPANY | 2,470,000 | $41.0B | 2.17% | |
| 15 | CNTACENTESSA PHARMACEUTICALS PLC | 2,561,600 | $41.0B | 2.17% | |
| 16 | MRUSMERUS N V | 740,000 | $37.0B | 1.96% | |
| 17 | CGONCG ONCOLOGY INC | 975,000 | $36.8B | 1.95% | |
| 18 | IM8NINSMED INC | 500,000 | $36.5B | 1.94% | |
| 19 | BMEABIOMEA FUSION INC | 3,570,872 | $36.1B | 1.91% | |
| 20 | AXSMAXSOME THERAPEUTICS INC | 400,000 | $35.9B | 1.91% | |
| 21 | BIOABIOAGE LABS INC | 1,629,529 | $33.9B | 1.80% | |
| 22 | HLXCHELIX ACQUISITION CORP II | 2,909,000 | $30.4B | 1.61% | |
| 23 | PHVSPHARVARIS N V | 1,466,460 | $27.2B | 1.44% | |
| 24 | ABVXABIVAX SA | 2,130,000 | $24.5B | 1.30% | |
| 25 | ALMSALUMIS INC | 2,147,396 | $22.9B | 1.22% | |
| 26 | CRGXCARGO THERAPEUTICS INC | 1,182,563 | $21.8B | 1.16% | |
| 27 | ARQTARCUTIS BIOTHERAPEUTICS INC | 2,325,000 | $21.6B | 1.15% | |
| 28 | RYTMRHYTHM PHARMACEUTICALS INC | 400,000 | $21.0B | 1.11% | |
| 29 | BHVNBIOHAVEN LTD | 401,963 | $20.1B | 1.07% | |
| 30 | URGNUROGEN PHARMA LTD | 1,550,000 | $19.7B | 1.04% | |
| 31 | YMABUSDY-MABS THERAPEUTICS INC | 1,450,000 | $19.1B | 1.01% | |
| 32 | MBXMBX BIOSCIENCES INC | 700,000 | $18.2B | 0.96% | |
| 33 | TARSTARSUS PHARMACEUTICALS INC | 500,000 | $16.4B | 0.87% | |
| 34 | AVBPARRIVENT BIOPHARMA INC | 585,462 | $13.8B | 0.73% | |
| 35 | ANABANAPTYSBIO INC | 342,465 | $11.5B | 0.61% | |
| 36 | KRROKORRO BIO INC | 265,826 | $8.9B | 0.47% | |
| 37 | SLNSILENCE THERAPEUTICS PLC | 400,000 | $7.3B | 0.39% | |
| 38 | ENGNENGENE HOLDINGS INC | 1,000,000 | $6.6B | 0.35% | |
| 39 | STOKSTOKE THERAPEUTICS INC | 427,163 | $5.2B | 0.28% | |
| 40 | NGNENEUROGENE INC | 107,344 | $4.5B | 0.24% | |
| 41 | GHRSGH RESEARCH PLC | 593,043 | $4.0B | 0.21% | |
| 42 | VYNEVYNE THERAPEUTICS INC | 1,394,336 | $2.6B | 0.14% | |
| 43 | VERVVERVE THERAPEUTICS INC | 350,000 | $1.7B | 0.09% | |
| 44 | ARTVARTIVA BIOTHERAPEUTICS INC | 103,633 | $1.6B | 0.08% | |
| 45 | RAPTEURRAPT THERAPEUTICS INC | 496,750 | $998.5M | 0.05% |