Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 31
- 0 vs. Q4 2024
- Portfolio value
- $1.36B
- −$7.47M (−0.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTXAvalo Therapeutics, Inc. | COM NEW | 483,000 | $3.87M | 0.3% | 00.0% | Unchanged | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,575,000 | $3.94M | 0.3% | 00.0% | Unchanged | History |
| CELCCelcuity Inc. | COM | 695,650 | $7.03M | 0.5% | +295,650+73.9% | Added | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 750,000 | $7.72M | 0.6% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 950,000 | $8.84M | 0.7% | +950,000 | New | History |
| NGNENeurogene Inc. | COM | 925,000 | $10.8M | 0.8% | +125,000+15.6% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 290,000 | $10.8M | 0.8% | 00.0% | Unchanged | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,000,000 | $11.2M | 0.8% | 00.0% | Unchanged | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,344,432 | $11.7M | 0.9% | −580,568−9.8% | Reduced | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,419,714 | $14.6M | 1.1% | 00.0% | Unchanged | History |
| CRDFCardiff Oncology, Inc. | COM | 5,384,616 | $16.9M | 1.2% | 00.0% | Unchanged | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 500,000 | $18.0M | 1.3% | 00.0% | Unchanged | History |
| SLDBSolid Biosciences Inc. | COM NEW | 5,825,000 | $21.6M | 1.6% | +5,825,000 | New | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 4,525,000 | $26.5M | 2.0% | +216,575+5.0% | Added | History |
| PHVSPharvaris N.V. | COM | 1,911,433 | $30.0M | 2.2% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,988,084 | $32.1M | 2.4% | 00.0% | Unchanged | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,367,578 | $34.0M | 2.5% | +149,153+6.7% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,978,907 | $47.3M | 3.5% | +978,907+32.6% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 3,600,000 | $48.5M | 3.6% | +1,200,000+50.0% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 8,892,816 | $53.3M | 3.9% | +2,011,187+29.2% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 1,745,000 | $56.1M | 4.1% | +795,000+83.7% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,200,000 | $58.1M | 4.3% | +3,200,000 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 2,561,782 | $61.5M | 4.5% | +603,182+30.8% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,650,000 | $62.3M | 4.6% | +25,000+1.5% | Added | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 2,185,000 | $64.0M | 4.7% | +2,185,000 | New | History |
| ALKSAlkermes plc. | SHS | 1,950,000 | $64.4M | 4.7% | −350,000−15.2% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 2,325,000 | $78.0M | 5.7% | −415,000−15.1% | Reduced | History |
| SLNOSoleno Therapeutics Inc | COM | 1,150,000 | $82.2M | 6.1% | −375,000−24.6% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 4,675,000 | $92.0M | 6.8% | +470,000+11.2% | Added | History |
| NUVLNuvalent, Inc. | COM | 1,855,000 | $131.6M | 9.7% | +233,400+14.4% | Added | History |
| MRUSMerus N.V. | COM | 4,472,840 | $188.3M | 13.9% | +598,658+15.5% | Added | History |
Sold out since Q4 2024 (4)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 1,284,110 | $9.40M | 0.7% | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 500,000 | $5.25M | 0.4% | History |
| THRDThird Harmonic Bio, Inc. | COM | 237,704 | $2.45M | 0.2% | History |
| NKTXNkarta, Inc. | COM | 351,848 | $876.1K | 0.1% | History |