Cormorant Asset Management, Lp Top Holdings and 13F Report (2024) About Cormorant Asset Management, LpInvestment ActivityCormorant Asset Management, Lp has $1.89 billion in total holdings as of September 30, 2024.Cormorant Asset Management, Lp owns shares of 45 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 8.96% of the portfolio was sold this quarter.This quarter, Cormorant Asset Management, Lp has purchased 49 new stocks and bought additional shares in 8 stocks.Cormorant Asset Management, Lp sold shares of 11 stocks and completely divested from 8 stocks this quarter.Largest Holdings MoonLake Immunotherapeutics $428,275,093Vaxcyte $114,270,000Arcellx $104,387,500Longboard Pharmaceuticals $93,006,098Edgewise Therapeutics $90,920,392 Largest New Holdings this Quarter BIOAGE LABS INC $33,894,203 HoldingMBX BIOSCIENCES INC $18,186,000 HoldingAnaptysBio $11,472,578 HoldingARTIVA BIOTHERAPEUTICS INC $1,601,130 Holding Largest Purchases this Quarter BIOAGE LABS INC 1,629,529 shares (about $33.89M)Avidity Biosciences 625,000 shares (about $28.71M)MBX BIOSCIENCES INC 700,000 shares (about $18.19M)Centessa Pharmaceuticals 950,000 shares (about $15.19M)AnaptysBio 342,465 shares (about $11.47M) Largest Sales this Quarter Arcellx 275,000 shares (about $22.97M)Biohaven 400,000 shares (about $19.99M)Crinetics Pharmaceuticals 250,000 shares (about $12.78M)Insmed 175,000 shares (about $12.78M)Vaxcyte 100,000 shares (about $11.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCormorant Asset Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMLTXMoonLake Immunotherapeutics$428,275,0930.0%8,494,15122.7%MedicalPCVXVaxcyte$114,270,000$11,427,000 ▼-9.1%1,000,0006.1%MedicalACLXArcellx$104,387,500$22,965,250 ▼-18.0%1,250,0005.5%MedicalLBPHLongboard Pharmaceuticals$93,006,0980.0%2,790,4624.9%MedicalEWTXEdgewise Therapeutics$90,920,392$10,676,000 ▲13.3%3,406,5344.8%MedicalEYPTEyePoint Pharmaceuticals$66,516,7500.0%8,325,0003.5%MedicalRAPPORT THERAPEUTICS INC$60,230,062$13,066 ▲0.0%2,940,9213.2%COMCRNXCrinetics Pharmaceuticals$56,210,000$12,775,000 ▼-18.5%1,100,0003.0%MedicalPRAXIS PRECISION MEDICINES I$50,059,800$10,644,900 ▲27.0%870,0002.7%COM NEWCRBPCorbus Pharmaceuticals$48,996,250$7,220,500 ▲17.3%2,375,0002.6%MedicalRNAAvidity Biosciences$48,226,500$28,706,250 ▲147.1%1,050,0002.6%MedicalJANXJanux Therapeutics$47,701,5000.0%1,050,0002.5%MedicalBBIOBridgeBio Pharma$47,313,6160.0%1,858,3512.5%MedicalNAMSNewAmsterdam Pharma$41,002,000$2,822,000 ▲7.4%2,470,0002.2%MedicalCNTACentessa Pharmaceuticals$40,959,984$15,190,500 ▲58.9%2,561,6002.2%MedicalMRUSMerus$36,970,400$4,996,000 ▼-11.9%740,0002.0%MedicalCG ONCOLOGY INC$36,786,7500.0%975,0002.0%COMINSMInsmed$36,500,000$12,775,000 ▼-25.9%500,0001.9%MedicalBMEABiomea Fusion$36,065,8070.0%3,570,8721.9%MedicalAXSMAxsome Therapeutics$35,948,0000.0%400,0001.9%MedicalBIOAGE LABS INC$33,894,203$33,894,203 ▲New Holding1,629,5291.8%COMHELIX ACQUISITION CORP II$30,398,7590.0%2,909,0001.6%CL A ORD SHSPHVSPharvaris$27,158,8390.0%1,466,4601.4%MedicalABIVAX SA$24,537,6000.0%2,130,0001.3%SPONSORED ADSALUMIS INC$22,934,189$43 ▼0.0%2,147,3961.2%COMCARGO THERAPEUTICS INC$21,818,2870.0%1,182,5631.2%COMARQTArcutis Biotherapeutics$21,622,500$1,860,000 ▼-7.9%2,325,0001.1%MedicalRYTMRhythm Pharmaceuticals$20,956,000$3,929,250 ▼-15.8%400,0001.1%MedicalBHVNBiohaven$20,086,091$19,988,000 ▼-49.9%401,9631.1%MedicalURGNUroGen Pharma$19,685,000$1,270,000 ▼-6.1%1,550,0001.0%MedicalYMABY-mAbs Therapeutics$19,067,5000.0%1,450,0001.0%MedicalMBX BIOSCIENCES INC$18,186,000$18,186,000 ▲New Holding700,0001.0%COMTARSTarsus Pharmaceuticals$16,445,0000.0%500,0000.9%MedicalARRIVENT BIOPHARMA INC$13,758,357$1,655,857 ▲13.7%585,4620.7%COMANABAnaptysBio$11,472,578$11,472,578 ▲New Holding342,4650.6%MedicalKORRO BIO INC$8,883,9050.0%265,8260.5%COMSLNSilence Therapeutics$7,272,000$4,090,500 ▼-36.0%400,0000.4%MedicalENGENE HOLDINGS INC$6,600,0000.0%1,000,0000.3%COMSTOKStoke Therapeutics$5,249,8330.0%427,1630.3%MedicalNEUROGENE INC$4,504,1540.0%107,3440.2%COMGHRSGH Research$3,967,4580.0%593,0430.2%MedicalVYNEVYNE Therapeutics$2,621,3520.0%1,394,3360.1%MedicalVERVVerve Therapeutics$1,694,0000.0%350,0000.1%MedicalARTIVA BIOTHERAPEUTICS INC$1,601,130$1,601,130 ▲New Holding103,6330.1%COMRAPTRAPT Therapeutics$998,4680.0%496,7500.1%MedicalSRPTSarepta Therapeutics$0$19,750,000 ▼-100.0%00.0%MedicalCGEMCullinan Therapeutics$0$19,620,000 ▼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$8,601,950 ▼-100.0%00.0%MedicalIBRXImmunityBio$0$7,900,000 ▼-100.0%00.0%MedicalLNTHLantheus$0$6,021,750 ▼-100.0%00.0%MedicalMRSNMersana Therapeutics$0$5,226,000 ▼-100.0%00.0%MedicalSIGASIGA Technologies$0$3,795,000 ▼-100.0%00.0%MedicalCMPXCompass Therapeutics$0$2,030,823 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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