Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 33
- +2 vs. Q1 2025
- Portfolio value
- $1.42B
- +$59.6M (+4.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTXAvalo Therapeutics, Inc. | COM NEW | 483,000 | $2.41M | 0.2% | 00.0% | Unchanged | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,575,000 | $3.15M | 0.2% | 00.0% | Unchanged | History |
| NGNENeurogene Inc. | COM | 427,866 | $6.40M | 0.5% | −497,134−53.7% | Reduced | History |
| CBIOCrescent Biopharma, Inc. | COM | 453,686 | $7.32M | 0.5% | +453,686 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 1,500,000 | $7.68M | 0.5% | +1,500,000 | New | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 750,000 | $7.96M | 0.6% | 00.0% | Unchanged | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,397,488 | $10.5M | 0.7% | +53,056+1.0% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 290,000 | $12.6M | 0.9% | 00.0% | Unchanged | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 500,000 | $13.1M | 0.9% | 00.0% | Unchanged | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,419,714 | $15.9M | 1.1% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 2,311,164 | $16.6M | 1.2% | −6,581,652−74.0% | Reduced | History |
| CTMXCytomX Therapeutics, Inc. | COM | 7,692,300 | $17.5M | 1.2% | +7,692,300 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 800,000 | $18.8M | 1.3% | −1,761,782−68.8% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 3,100,000 | $29.7M | 2.1% | +2,150,000+226.3% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,988,084 | $29.8M | 2.1% | 00.0% | Unchanged | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 5,000,000 | $32.5M | 2.3% | +475,000+10.5% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 750,000 | $32.7M | 2.3% | +750,000 | New | History |
| PHVSPharvaris N.V. | COM | 1,911,433 | $33.6M | 2.4% | 00.0% | Unchanged | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 3,298,289 | $43.3M | 3.1% | +930,711+39.3% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,948,653 | $45.0M | 3.2% | −30,254−0.8% | Reduced | History |
| RLAYRelay Therapeutics, Inc. | COM | 13,350,000 | $46.2M | 3.3% | +13,350,000 | New | History |
| SLNOSoleno Therapeutics Inc | COM | 610,000 | $51.1M | 3.6% | −540,000−47.0% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 1,450,000 | $51.4M | 3.6% | −295,000−16.9% | Reduced | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 1,175,000 | $57.2M | 4.0% | +1,175,000 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,075,000 | $59.4M | 4.2% | +1,075,000 | New | History |
| VRDNViridian Therapeutics, Inc. | COM | 4,875,000 | $68.2M | 4.8% | +1,275,000+35.4% | Added | History |
| ALKSAlkermes plc. | SHS | 2,450,000 | $70.1M | 4.9% | +500,000+25.6% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,450,000 | $70.2M | 5.0% | +250,000+7.8% | Added | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 2,325,000 | $77.3M | 5.5% | +140,000+6.4% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 4,692,809 | $94.1M | 6.6% | +17,809+0.4% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 3,025,000 | $94.7M | 6.7% | +700,000+30.1% | Added | History |
| NUVLNuvalent, Inc. | COM | 1,375,000 | $104.9M | 7.4% | −480,000−25.9% | Reduced | History |
| MRUSMerus N.V. | COM | 3,525,000 | $185.4M | 13.1% | −947,840−21.2% | Reduced | History |
Sold out since Q1 2025 (5)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| PCVXVaxcyte, Inc. | COM | 1,650,000 | $62.3M | 4.6% | History |
| SLDBSolid Biosciences Inc. | COM NEW | 5,825,000 | $21.6M | 1.6% | History |
| CRDFCardiff Oncology, Inc. | COM | 5,384,616 | $16.9M | 1.2% | History |
| ORICOric Pharmaceuticals, Inc. | COM | 2,000,000 | $11.2M | 0.8% | History |
| CELCCelcuity Inc. | COM | 695,650 | $7.03M | 0.5% | History |