Commodore Capital LP 13F holdings
Commodore Capital LP reported 33 positions with a total reported value of $1.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RLAY RELAY THERAPEUTICS INC (13.4%), ELVN ENLIVEN THERAPEUTICS INC (9.9%), ALKS ALKERMES PLC (9.4%), COGT COGENT BIOSCIENCES INC (7.0%), AMLX AMYLYX PHARMACEUTICALS INC (6.0%). Against 2026-03-31 it opened 5 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 33 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RLAY RELAY THERAPEUTICS INC | 12,000,000 | $224.5M | 13.4% |
| ELVN ENLIVEN THERAPEUTICS INC | 3,275,000 | $166.2M | 9.9% |
| ALKS ALKERMES PLC | 3,000,000 | $157.2M | 9.4% |
| COGT COGENT BIOSCIENCES INC | 3,050,000 | $118.0M | 7.0% |
| AMLX AMYLYX PHARMACEUTICALS INC | 5,650,000 | $101.5M | 6.0% |
| DFTX DEFINIUM THERAPEUTICS INC | 2,000,000 | $94.1M | 5.6% |
| SYRE SPYRE THERAPEUTICS INC | 846,786 | $75.2M | 4.5% |
| ANRO ALTO NEUROSCIENCE INC | 2,723,196 | $71.9M | 4.3% |
| TNGX TANGO THERAPEUTICS INC | 2,250,000 | $70.3M | 4.2% |
| EYPT EYEPOINT INC | 4,600,000 | $65.8M | 3.9% |
| TYRA TYRA BIOSCIENCES INC | 1,875,000 | $59.9M | 3.6% |
| DMRA DAMORA THERAPEUTICS INC | 1,939,000 | $50.4M | 3.0% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 1,350,000 | $50.2M | 3.0% |
| PHVS PHARVARIS N V | 1,425,000 | $49.3M | 2.9% |
| LBRX LB PHARMACEUTICALS INC | 1,500,000 | $48.7M | 2.9% |
| ASMB ASSEMBLY BIOSCIENCES INC | 1,415,000 | $38.9M | 2.3% |
| EDIT EDITAS MEDICINE INC | 8,889,000 | $28.8M | 1.7% |
| KYMR KYMERA THERAPEUTICS INC | 250,000 | $28.7M | 1.7% |
| CATX PERSPECTIVE THERAPEUTICS INC | 6,336,782 | $21.6M | 1.3% |
| IPSC CENTURY THERAPEUTICS INC | 8,695,652 | $21.3M | 1.3% |
| ZURA ZURA BIO LTD | 3,250,000 | $19.2M | 1.1% |
| AVTX AVALO THERAPEUTICS INC | 1,018,319 | $18.8M | 1.1% |
| IFRX INFLARX NV | 7,300,000 | $16.4M | 1.0% |
| ANTX AN2 THERAPEUTICS INC | 2,933,680 | $14.2M | 0.8% |
| NUVL NUVALENT INC | 100,000 | $12.3M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| ERAS ERASCA INC | 3,175,000 | $51.4M | 3.0% |
| XENE XENON PHARMACEUTICALS INC | 825,000 | $48.0M | 2.8% |
| NRIX NURIX THERAPEUTICS INC | 2,275,000 | $35.3M | 2.0% |
| CRVS CORVUS PHARMACEUTICALS INC | 2,258,735 | $33.0M | 1.9% |
| SOLENO THERAPEUTICS INC | 652,432 | $21.8M | 1.3% |
| OCUL OCULAR THERAPEUTIX INC | 2,575,000 | $21.8M | 1.3% |
| PALI PALISADE BIO INC | 7,181,062 | $12.6M | 0.7% |
| KPTI KARYOPHARM THERAPEUTICS INC | 1,950,000 | $10.9M | 0.6% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EYPT EYEPOINT INC | 2,825,000 | 4,600,000 | +62.8% | $65.8M |
| ASMB ASSEMBLY BIOSCIENCES INC | 1,000,000 | 1,415,000 | +41.5% | $38.9M |
| AVTX AVALO THERAPEUTICS INC | 483,000 | 1,018,319 | +110.8% | $18.8M |
| COGT COGENT BIOSCIENCES INC | 2,888,007 | 3,050,000 | +5.6% | $118.0M |
| RLMD RELMADA THERAPEUTICS INC | 633,901 | 1,425,000 | +124.8% | $9.9M |
| ANTX AN2 THERAPEUTICS INC | 2,333,713 | 2,933,680 | +25.7% | $14.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SYRE SPYRE THERAPEUTICS INC | 1,912,380 | 846,786 | -55.7% | $75.2M |
| RLAY RELAY THERAPEUTICS INC | 17,000,000 | 12,000,000 | -29.4% | $224.5M |
| NUVL NUVALENT INC | 833,600 | 100,000 | -88.0% | $12.3M |
| ALKS ALKERMES PLC | 4,200,000 | 3,000,000 | -28.6% | $157.2M |
| KYMR KYMERA THERAPEUTICS INC | 750,000 | 250,000 | -66.7% | $28.7M |
| CLDX CELLDEX THERAPEUTICS INC NEW | 2,696,616 | 1,350,000 | -49.9% | $50.2M |
| TYRA TYRA BIOSCIENCES INC | 2,475,000 | 1,875,000 | -24.2% | $59.9M |
| PHVS PHARVARIS N V | 1,918,970 | 1,425,000 | -25.7% | $49.3M |
| SABS SAB BIOTHERAPEUTICS INC | 4,401,500 | 2,870,000 | -34.8% | $11.2M |
CIK 1831942 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
