COMMODORE CAPITAL LP
- SEC CIK
- 0001831942
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 33
- −3 vs. Q1 2026
- Total value
- $1.68B
- −$49.49M (−2.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| RLAYRELAY THERAPEUTICS INC | COM | 12,000,000 | $224.52M | 13.37% | −5,000,000−29.4% | Reduced | View |
| ELVNENLIVEN THERAPEUTICS INC | COM | 3,275,000 | $166.21M | 9.90% | 00.0% | Unchanged | View |
| ALKSALKERMES PLC | SHS | 3,000,000 | $157.19M | 9.36% | −1,200,000−28.6% | Reduced | View |
| COGTCOGENT BIOSCIENCES INC | COM | 3,050,000 | $118.04M | 7.03% | +161,993+5.6% | Added | View |
| AMLXAMYLYX PHARMACEUTICALS INC | COM | 5,650,000 | $101.47M | 6.04% | 00.0% | Unchanged | View |
| DFTXDEFINIUM THERAPEUTICS INC | COM SHS | 2,000,000 | $94.08M | 5.60% | 00.0% | Unchanged | View |
| SYRESPYRE THERAPEUTICS INC | COM NEW | 846,786 | $75.18M | 4.48% | −1,065,594−55.7% | Reduced | View |
| ANROALTO NEUROSCIENCE INC | COM SHS | 2,723,196 | $71.87M | 4.28% | 00.0% | Unchanged | View |
| TNGXTANGO THERAPEUTICS INC | COM | 2,250,000 | $70.34M | 4.19% | +2,250,000 | New | View |
| EYPTEYEPOINT INC | COM NEW | 4,600,000 | $65.78M | 3.92% | +1,775,000+62.8% | Added | View |
| TYRATYRA BIOSCIENCES INC | COM | 1,875,000 | $59.89M | 3.57% | −600,000−24.2% | Reduced | View |
| DMRADAMORA THERAPEUTICS INC | COM NEW | 1,939,000 | $50.43M | 3.00% | 00.0% | Unchanged | View |
| CLDXCELLDEX THERAPEUTICS INC NEW | COM NEW | 1,350,000 | $50.23M | 2.99% | −1,346,616−49.9% | Reduced | View |
| PHVSPHARVARIS N V | COM | 1,425,000 | $49.28M | 2.93% | −493,970−25.7% | Reduced | View |
| LBRXLB PHARMACEUTICALS INC | COM SHS | 1,500,000 | $48.68M | 2.90% | 00.0% | Unchanged | View |
| ASMBASSEMBLY BIOSCIENCES INC | COM NEW | 1,415,000 | $38.88M | 2.32% | +415,000+41.5% | Added | View |
| EDITEDITAS MEDICINE INC | COM | 8,889,000 | $28.8M | 1.72% | +8,889,000 | New | View |
| KYMRKYMERA THERAPEUTICS INC | COM | 250,000 | $28.67M | 1.71% | −500,000−66.7% | Reduced | View |
| CATXPERSPECTIVE THERAPEUTICS INC | COM NEW | 6,336,782 | $21.61M | 1.29% | 00.0% | Unchanged | View |
| IPSCCENTURY THERAPEUTICS INC | COM | 8,695,652 | $21.3M | 1.27% | 00.0% | Unchanged | View |
| ZURAZURA BIO LTD | CLASS A ORD SHS | 3,250,000 | $19.18M | 1.14% | 00.0% | Unchanged | View |
| AVTXAVALO THERAPEUTICS INC | COM NEW | 1,018,319 | $18.82M | 1.12% | +535,319+110.8% | Added | View |
| IFRXINFLARX NV | COM | 7,300,000 | $16.35M | 0.97% | +7,300,000 | New | View |
| ANTXAN2 THERAPEUTICS INC | COM | 2,933,680 | $14.2M | 0.85% | +599,967+25.7% | Added | View |
| NUVALENT INC670703107 | COM | 100,000 | $12.35M | 0.74% | −733,600−88.0% | Reduced | – |
| SABSSAB BIOTHERAPEUTICS INC | COM NEW | 2,870,000 | $11.19M | 0.67% | −1,531,500−34.8% | Reduced | View |
| IKTINHIBIKASE THERAPEUTICS INC | COM NEW | 5,397,488 | $10.96M | 0.65% | 00.0% | Unchanged | View |
| RLMDRELMADA THERAPEUTICS INC | COM | 1,425,000 | $9.86M | 0.59% | +791,099+124.8% | Added | View |
| PEPGPEPGEN INC | COM | 4,475,000 | $8.06M | 0.48% | 00.0% | Unchanged | View |
| RACCRESEARCH ALLIANCE CORP III | ORD SHS CL A | 500,000 | $5.35M | 0.32% | +500,000 | New | View |
| HLXCHELIX ACQUISITION CORP III | USD CL A ORD SHS | 500,000 | $5.32M | 0.32% | 00.0% | Unchanged | View |
| LONALEONABIO INC | COM | 464,398 | $4.27M | 0.25% | 00.0% | Unchanged | View |
| VTGNVISTAGEN THERAPEUTICS INC | COM | 2,788,620 | $630.23K | 0.04% | +2,788,620 | New | View |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| ERASERASCA INC | COM | 3,175,000 | $51.37M | 2.97% |
| XENEXENON PHARMACEUTICALS INC | COM | 825,000 | $47.97M | 2.78% |
| NRIXNURIX THERAPEUTICS INC | COM | 2,275,000 | $35.26M | 2.04% |
| CRVSCORVUS PHARMACEUTICALS INC | COM | 2,258,735 | $33.05M | 1.91% |
| SOLENO THERAPEUTICS INC834203309 | COM | 652,432 | $21.84M | 1.26% |
| OCULOCULAR THERAPEUTIX INC | COM | 2,575,000 | $21.81M | 1.26% |
| PALIPALISADE BIO INC | COM | 7,181,062 | $12.57M | 0.73% |
| KPTIKARYOPHARM THERAPEUTICS INC | COM NEW | 1,950,000 | $10.86M | 0.63% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 33 | $1.68B | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 36 | $1.73B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 33 | $1.5B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 37 | $2.05B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 33 | $1.42B | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 31 | $1.36B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 31 | $1.36B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 36 | $1.6B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 35 | $1.47B | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 39 | $1.5B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024Amended | 32 | $1.14B | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 30 | $855.51M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 26 | $889.84M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 32 | $656.83M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 14, 2023 | 35 | $663.54M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 30 | $621.89M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 24 | $472.97M | vs. Q1 2022 | SEC |
| Q1 2022 | May 16, 2022 | 27 | $447.72M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 25 | $431.77M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 29 | $379.29M | vs. Q2 2021 | SEC |
| Q2 2021 | Oct 14, 2021Amended | 29 | $287.02M | vs. Q1 2021 | SEC |
| Q1 2021 | Oct 14, 2021Amended | 31 | $251.03M | – | SEC |