Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 33
- −4 vs. Q3 2025
- Portfolio value
- $1.50B
- −$546.2M (−26.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRUGBright Minds Biosciences Inc. | COM NEW | 18,851 | $1.47M | 0.1% | −481,149−96.2% | Reduced | History |
| LONALeonaBio, Inc. | COM | 464,398 | $3.52M | 0.2% | +464,398 | New | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 250,000 | $8.47M | 0.6% | +250,000 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 483,000 | $8.77M | 0.6% | 00.0% | Unchanged | History |
| CTNMContineum Therapeutics, Inc. | CL A | 816,326 | $9.33M | 0.6% | +816,326 | New | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,397,488 | $11.1M | 0.7% | 00.0% | Unchanged | History |
| REPLReplimune Group, Inc. | COM | 1,425,000 | $13.9M | 0.9% | +1,425,000 | New | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 4,401,500 | $16.5M | 1.1% | 00.0% | Unchanged | History |
| PEPGPepGen Inc. | COM | 3,400,000 | $22.1M | 1.5% | +1,042,681+44.2% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,000,000 | $25.0M | 1.7% | −1,850,000−64.9% | Reduced | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 2,000,000 | $26.8M | 1.8% | −1,225,000−38.0% | Reduced | History |
| PALIPalisade Bio, Inc. | COM | 11,445,000 | $26.9M | 1.8% | +11,445,000 | New | History |
| ANROAlto Neuroscience, Inc. | COM SHS | 1,823,196 | $32.5M | 2.2% | +1,823,196 | New | History |
| CTMXCytomX Therapeutics, Inc. | COM | 7,692,300 | $32.8M | 2.2% | 00.0% | Unchanged | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,500,000 | $33.4M | 2.2% | 00.0% | Unchanged | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,000,000 | $34.0M | 2.3% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 450,000 | $39.3M | 2.6% | −575,000−56.1% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 2,275,000 | $43.2M | 2.9% | −1,505,055−39.8% | Reduced | History |
| PHVSPharvaris N.V. | COM | 1,889,445 | $52.4M | 3.5% | −529,031−21.9% | Reduced | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,753,054 | $53.1M | 3.5% | 00.0% | Unchanged | History |
| NUVLNuvalent, Inc. | COM | 550,000 | $55.3M | 3.7% | −850,000−60.7% | Reduced | History |
| SLNOSoleno Therapeutics Inc | COM | 1,200,000 | $55.6M | 3.7% | −150,000−11.1% | Reduced | History |
| KYMRKymera Therapeutics, Inc. | COM | 750,000 | $58.4M | 3.9% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,475,000 | $59.6M | 4.0% | −4,225,000−74.1% | Reduced | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 5,650,000 | $68.3M | 4.5% | +1,574,522+38.6% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,565,000 | $69.7M | 4.6% | −463,335−15.3% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 4,692,809 | $72.3M | 4.8% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 2,196,845 | $78.0M | 5.2% | −5,053,155−69.7% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,388,245 | $78.2M | 5.2% | +400,161+20.1% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 1,800,000 | $80.7M | 5.4% | −900,000−33.3% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 3,375,000 | $88.7M | 5.9% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 3,550,000 | $99.3M | 6.6% | +453,246+14.6% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 17,000,000 | $143.8M | 9.6% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (10)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| MRUSMerus N.V. | COM | 3,525,000 | $331.9M | 16.2% | History |
| AGIOAgios Pharmaceuticals, Inc. | COM | 2,338,287 | $93.9M | 4.6% | History |
| VRDNViridian Therapeutics, Inc. | COM | 3,200,000 | $69.1M | 3.4% | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 585,000 | $56.0M | 2.7% | History |
| TNGXTango Therapeutics, Inc. | COM | 1,500,000 | $12.6M | 0.6% | History |
| APGEApogee Therapeutics, Inc. | COM | 290,000 | $11.5M | 0.6% | History |
| ENTAEnanta Pharmaceuticals Inc | COM | 800,000 | $9.58M | 0.5% | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 750,000 | $7.92M | 0.4% | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,575,000 | $5.59M | 0.3% | History |
| CBIOCrescent Biopharma, Inc. | COM | 450,829 | $5.36M | 0.3% | History |