Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 37
- +4 vs. Q2 2025
- Portfolio value
- $2.05B
- +$631.7M (+44.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CBIOCrescent Biopharma, Inc. | COM | 450,829 | $5.36M | 0.3% | −2,857−0.6% | Reduced | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,575,000 | $5.59M | 0.3% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 483,000 | $6.14M | 0.3% | 00.0% | Unchanged | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 750,000 | $7.92M | 0.4% | 00.0% | Unchanged | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,397,488 | $8.74M | 0.4% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 4,401,500 | $8.85M | 0.4% | +4,401,500 | New | History |
| ENTAEnanta Pharmaceuticals Inc | COM | 800,000 | $9.58M | 0.5% | +800,000 | New | History |
| PEPGPepGen Inc. | COM | 2,357,319 | $10.9M | 0.5% | +2,357,319 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 290,000 | $11.5M | 0.6% | 00.0% | Unchanged | History |
| TNGXTango Therapeutics, Inc. | COM | 1,500,000 | $12.6M | 0.6% | 00.0% | Unchanged | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,500,000 | $23.7M | 1.2% | +1,500,000 | New | History |
| CTMXCytomX Therapeutics, Inc. | COM | 7,692,300 | $24.5M | 1.2% | 00.0% | Unchanged | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,000,000 | $25.6M | 1.2% | +1,000,000 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 500,000 | $30.3M | 1.5% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,988,084 | $33.3M | 1.6% | 00.0% | Unchanged | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,753,054 | $33.7M | 1.6% | +333,340+23.5% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 3,780,055 | $34.9M | 1.7% | −168,598−4.3% | Reduced | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 3,225,000 | $38.0M | 1.9% | −1,775,000−35.5% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 750,000 | $42.5M | 2.1% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 5,700,000 | $42.8M | 2.1% | +5,700,000 | New | History |
| TYRATyra Biosciences, Inc. | COM | 3,375,000 | $47.2M | 2.3% | +275,000+8.9% | Added | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 4,075,478 | $55.4M | 2.7% | +4,075,478 | New | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 585,000 | $56.0M | 2.7% | −590,000−50.2% | Reduced | History |
| PHVSPharvaris N.V. | COM | 2,418,476 | $60.3M | 2.9% | +507,043+26.5% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,025,000 | $68.1M | 3.3% | −50,000−4.7% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 3,200,000 | $69.1M | 3.4% | −1,675,000−34.4% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 2,850,000 | $69.1M | 3.4% | −448,289−13.6% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,028,335 | $78.3M | 3.8% | −421,665−12.2% | Reduced | History |
| RLAYRelay Therapeutics, Inc. | COM | 17,000,000 | $88.7M | 4.3% | +3,650,000+27.3% | Added | History |
| SLNOSoleno Therapeutics Inc | COM | 1,350,000 | $91.3M | 4.5% | +740,000+121.3% | Added | History |
| ALKSAlkermes plc. | SHS | 3,096,754 | $92.9M | 4.5% | +646,754+26.4% | Added | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 2,338,287 | $93.9M | 4.6% | +13,287+0.6% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 4,692,809 | $96.1M | 4.7% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 7,250,000 | $104.1M | 5.1% | +4,938,836+213.7% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 2,700,000 | $108.4M | 5.3% | −325,000−10.7% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 1,400,000 | $121.1M | 5.9% | +25,000+1.8% | Added | History |
| MRUSMerus N.V. | COM | 3,525,000 | $331.9M | 16.2% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.