Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 35
- +5 vs. Q3 2022
- Portfolio value
- $663.5M
- +$41.7M (+6.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XENEXenon Pharmaceuticals Inc. | COM | 1,659,111 | $65.4M | 9.9% | +64,179+4.0% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 2,020,166 | $59.0M | 8.9% | −676,174−25.1% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 4,319,940 | $49.9M | 7.5% | 00.0% | Unchanged | History |
| Bellus Health Inc New07987C204 | COM NEW | 5,303,557 | $43.6M | 6.6% | +175,000+3.4% | Added | – |
| MRUSMerus N.V. | COM | 2,732,567 | $42.3M | 6.4% | +116,805+4.5% | Added | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 5,738,500 | $36.0M | 5.4% | 00.0% | Unchanged | History |
| ACRSAclaris Therapeutics, Inc. | COM | 1,880,286 | $29.6M | 4.5% | −530,336−22.0% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 537,076 | $29.4M | 4.4% | −206,396−27.8% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 913,621 | $27.2M | 4.1% | +913,621 | New | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 495,823 | $22.1M | 3.3% | −42,989−8.0% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 1,150,505 | $20.4M | 3.1% | +1,150,505 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 462,111 | $18.7M | 2.8% | +58,033+14.4% | Added | History |
| CELCCelcuity Inc. | COM | 1,327,952 | $18.6M | 2.8% | +407,488+44.3% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 591,437 | $18.3M | 2.8% | +591,437 | New | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 688,445 | $17.5M | 2.6% | −49,665−6.7% | Reduced | History |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 739,661 | $15.9M | 2.4% | 00.0% | Unchanged | History |
| RXDXPrometheus Biosciences, Inc. | COM | 127,156 | $14.0M | 2.1% | +127,156 | New | History |
| ALLKAllakos Inc. | COM | 1,643,500 | $13.8M | 2.1% | 00.0% | Unchanged | History |
| KURAKura Oncology, Inc. | COM | 1,099,407 | $13.6M | 2.1% | +200,000+22.2% | Added | History |
| FDMT4D Molecular Therapeutics, Inc. | COM | 598,385 | $13.3M | 2.0% | +598,385 | New | History |
| Avidity Biosciences, Inc.05370A108 | COM | 590,705 | $13.1M | 2.0% | +590,705 | New | – |
| ENTAEnanta Pharmaceuticals Inc | COM | 223,494 | $10.4M | 1.6% | +120,000+115.9% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 2,494,794 | $10.2M | 1.5% | +2,494,794 | New | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,325,000 | $9.74M | 1.5% | 00.0% | Unchanged | History |
| ETNB89bio, Inc. | COM | 758,244 | $9.65M | 1.5% | +758,244 | New | History |
| CABACabaletta Bio, Inc. | COM | 1,010,359 | $9.35M | 1.4% | +1,010,359 | New | History |
| PCVXVaxcyte, Inc. | COM | 173,481 | $8.32M | 1.3% | +173,481 | New | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 1,935,609 | $6.58M | 1.0% | 00.0% | Unchanged | History |
| THRDThird Harmonic Bio, Inc. | COM | 993,294 | $4.27M | 0.6% | −25,275−2.5% | Reduced | History |
| LRMRLarimar Therapeutics, Inc. | COM | 750,000 | $3.10M | 0.5% | 00.0% | Unchanged | History |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 498,315 | $2.69M | 0.4% | −601,685−54.7% | Reduced | History |
| IMUXImmunic, Inc. | COM | 1,800,000 | $2.52M | 0.4% | +906,987+101.6% | Added | History |
| RZLTRezolute, Inc. | COM NEW | 1,210,000 | $2.50M | 0.4% | 00.0% | Unchanged | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 312,553 | $2.11M | 0.3% | 00.0% | Unchanged | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 92,687 | $142.0K | <0.1% | +92,687 | New | History |
Sold out since Q3 2022 (6)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 893,646 | $43.3M | 7.0% | History |
| STSASatsuma Pharmaceuticals, Inc. | COM | 3,711,286 | $22.3M | 3.6% | History |
| TCDATricida, Inc. | COM | 1,975,403 | $20.7M | 3.3% | History |
| ESPREsperion Therapeutics, Inc. | COM | 467,468 | $3.13M | 0.5% | History |
| BCLS Acquisition CorpG0904B105 | COM CL A | 250,000 | $2.50M | 0.4% | – |
| TERNTerns Pharmaceuticals, Inc. | COM | 205,870 | $1.21M | 0.2% | History |