Funds › Commodore Capital LP
Commodore Capital LP
13F for Q2 2026, filed Aug 14, 2026. 33 positions worth $1.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q2 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | RLAY Relay Therapeutics, Inc. | 12.00M | $224.5M | 13.4% | -29.4% | 13F ↗ |
| 2 | ELVN Enliven Therapeutics, Inc. | 3.27M | $166.2M | 9.9% | Unchanged | 13F ↗ |
| 3 | ALKS Alkermes plc | 3.00M | $157.2M | 9.4% | -28.6% | 13F ↗ |
| 4 | COGT Cogent Biosciences, Inc. | 3.05M | $118.0M | 7.0% | +5.6% | 13F ↗ |
| 5 | AMLX Amylyx Pharmaceuticals, Inc. | 5.65M | $101.5M | 6.0% | Unchanged | 13F ↗ |
| 6 | DFTX Definium Therapeutics, Inc. | 2.00M | $94.1M | 5.6% | Unchanged | 13F ↗ |
| 7 | SYRE Spyre Therapeutics, Inc. | 846,786 | $75.2M | 4.5% | -55.7% | 13F ↗ |
| 8 | ANRO Alto Neuroscience, Inc. | 2.72M | $71.9M | 4.3% | Unchanged | 13F ↗ |
| 9 | TNGX Tango Therapeutics, Inc. | 2.25M | $70.3M | 4.2% | New | 13F ↗ |
| 10 | EYPT EyePoint, Inc. | 4.60M | $65.8M | 3.9% | +62.8% | 13F ↗ |
| 11 | TYRA Tyra Biosciences, Inc. | 1.88M | $59.9M | 3.6% | -24.2% | 13F ↗ |
| 12 | Damora Therapeutics Inc | 1.94M | $50.4M | 3.0% | Unchanged | 13F ↗ |
| 13 | CLDX Celldex Therapeutics, Inc. | 1.35M | $50.2M | 3.0% | -49.9% | 13F ↗ |
| 14 | PHVS Pharvaris N.V. | 1.43M | $49.3M | 2.9% | -25.7% | 13F ↗ |
| 15 | LBRX LB Pharmaceuticals Inc | 1.50M | $48.7M | 2.9% | Unchanged | 13F ↗ |
| 16 | ASMB Assembly Biosciences, Inc. | 1.42M | $38.9M | 2.3% | +41.5% | 13F ↗ |
| 17 | EDIT Editas Medicine, Inc. | 8.89M | $28.8M | 1.7% | New | 13F ↗ |
| 18 | KYMR Kymera Therapeutics, Inc. | 250,000 | $28.7M | 1.7% | -66.7% | 13F ↗ |
| 19 | CATX Perspective Therapeutics, Inc. | 6.34M | $21.6M | 1.3% | Unchanged | 13F ↗ |
| 20 | IPSC Century Therapeutics, Inc. | 8.70M | $21.3M | 1.3% | Unchanged | 13F ↗ |
| 21 | ZURA Zura Bio Limited | 3.25M | $19.2M | 1.1% | Unchanged | 13F ↗ |
| 22 | AVTX Avalo Therapeutics, Inc. | 1.02M | $18.8M | 1.1% | +111% | 13F ↗ |
| 23 | IFRX InflaRx N.V. | 7.30M | $16.4M | 1.0% | New | 13F ↗ |
| 24 | ANTX AN2 Therapeutics, Inc. | 2.93M | $14.2M | 0.8% | +25.7% | 13F ↗ |
| 25 | Nuvalent Inc | 100,000 | $12.3M | 0.7% | -88.0% | 13F ↗ |
| 26 | SABS SAB Biotherapeutics, Inc. | 2.87M | $11.2M | 0.7% | -34.8% | 13F ↗ |
| 27 | IKT Inhibikase Therapeutics, Inc. | 5.40M | $11.0M | 0.7% | Unchanged | 13F ↗ |
| 28 | RLMD Relmada Therapeutics, Inc. | 1.43M | $9.9M | 0.6% | +125% | 13F ↗ |
| 29 | PEPG PepGen Inc. | 4.47M | $8.1M | 0.5% | Unchanged | 13F ↗ |
| 30 | RACC Research Alliance Corporation III | 500,000 | $5.3M | 0.3% | New | 13F ↗ |
| 31 | HLXC Helix Acquisition Corp. III | 500,000 | $5.3M | 0.3% | Unchanged | 13F ↗ |
| 32 | LONA LeonaBio, Inc. | 464,398 | $4.3M | 0.3% | Unchanged | 13F ↗ |
| 33 | VTGN Vistagen Therapeutics, Inc. | 2.79M | $630.2K | <0.1% | New | 13F ↗ |
Changes since Q1 2026
5 new, 6 added to, 9 trimmed, 8 exited, 13 unchanged. By estimated dollars.
New positions (5)
Added to (6)
Trimmed (9)
| SYRE Spyre Therapeutics, Inc. | 846,786 | -55.7% | -$94.6M |
| RLAY Relay Therapeutics, Inc. | 12.00M | -29.4% | -$93.5M |
| Nuvalent Inc | 100,000 | -88.0% | -$90.6M |
| ALKS Alkermes plc | 3.00M | -28.6% | -$62.9M |
| KYMR Kymera Therapeutics, Inc. | 250,000 | -66.7% | -$57.3M |
| CLDX Celldex Therapeutics, Inc. | 1.35M | -49.9% | -$50.1M |
| TYRA Tyra Biosciences, Inc. | 1.88M | -24.2% | -$19.2M |
| PHVS Pharvaris N.V. | 1.43M | -25.7% | -$17.1M |
| SABS SAB Biotherapeutics, Inc. | 2.87M | -34.8% | -$6.0M |
Exited (8)
| ERAS Erasca, Inc. | 3.17M | Exited | -$51.4M |
| XENE Xenon Pharmaceuticals Inc. | 825,000 | Exited | -$48.0M |
| NRIX Nurix Therapeutics, Inc. | 2.27M | Exited | -$35.3M |
| CRVS Corvus Pharmaceuticals, Inc. | 2.26M | Exited | -$33.0M |
| Soleno Therapeutics Inc | 652,432 | Exited | -$21.8M |
| OCUL Ocular Therapeutix, Inc. | 2.58M | Exited | -$21.8M |
| PALI Palisade Bio, Inc. | 7.18M | Exited | -$12.6M |
| KPTI Karyopharm Therapeutics Inc. | 1.95M | Exited | -$10.9M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer