Chen Bihua is based out of Boston. Whalewisdom has at least 2 13G filings, and 17 Form 4 filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| EYPT EyePoint Pharmaceuti | 4.18% |
| RAPP Rapport Therapeutics | 3.95% |
| PCVX Vaxcyte, Inc. | 2.75% |
| INSM Insmed Inc | 1.93% |
| AXSM Axsome Therapeutics | 1.86% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| TARS Tarsus Pharmaceutica | 2.63% |
| PRAX Praxis Precision Med | 1.87% |
| BBIO BridgeBio Pharma Inc | 1.63% |
| KRRO Korro Bio Inc. | 1.57% |
| NGNE Neurogene Inc | 0.98% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| MLTX MoonLake Immunothera | 21.58% |
| CRBP Corbus Pharmaceutica | 5.29% |
| ACLX Arcellx Inc | 4.86% |
| PCVX Vaxcyte, Inc. | 4.8% |
| LBPH Longboard Pharmaceut | 4.36% |
All or part of CHEN BIHUA 13F disclosures were filed
under a combined 13F through
CORMORANT ASSET MANAGEMENT, LP
for 2024-06-30
for 2024-06-30
2024-06-30
13F Activity
| Market Value | $1.73b, Prior: $2.28b |
| Inflows (Outflows) as % of Total MV | +14.2054% |
| New Purchases | 11 stocks |
| Added To | 10 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 11 stocks |
| Top 10 Holdings % | 58.51% |
| Turnover %[1] | 22.45% |
| Turnover Alt %[2] | 13.85% |
| Time Held Top 20 | 1.4 quarters |
| Time Held Top 10 | 1.3 quarters |
| Time Held All | 2.41 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30