Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 36
- +3 vs. Q4 2025
- Portfolio value
- $1.73B
- +$226.2M (+15.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RLMDRelmada Therapeutics, Inc. | COM | 633,901 | $4.41M | 0.3% | +633,901 | New | History |
| LONALeonaBio, Inc. | COM | 464,398 | $4.77M | 0.3% | 00.0% | Unchanged | History |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 500,000 | $5.08M | 0.3% | +500,000 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 483,000 | $7.21M | 0.4% | 00.0% | Unchanged | History |
| PEPGPepGen Inc. | COM | 4,475,000 | $7.92M | 0.5% | +1,075,000+31.6% | Added | History |
| ANTXAN2 Therapeutics, Inc. | COM | 2,333,713 | $7.98M | 0.5% | +2,333,713 | New | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,397,488 | $9.07M | 0.5% | 00.0% | Unchanged | History |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 1,950,000 | $10.9M | 0.6% | +1,950,000 | New | History |
| PALIPalisade Bio, Inc. | COM | 7,181,062 | $12.6M | 0.7% | −4,263,938−37.3% | Reduced | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 4,401,500 | $16.9M | 1.0% | 00.0% | Unchanged | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,250,000 | $19.3M | 1.1% | +3,250,000 | New | History |
| IPSCCentury Therapeutics, Inc. | COM | 8,695,652 | $19.7M | 1.1% | +8,695,652 | New | History |
| OCULOcular Therapeutix, Inc | COM | 2,575,000 | $21.8M | 1.3% | +2,575,000 | New | History |
| SLNOSoleno Therapeutics Inc | COM | 652,432 | $21.8M | 1.3% | −547,568−45.6% | Reduced | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 6,336,782 | $26.4M | 1.5% | +6,336,782 | New | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,000,000 | $27.8M | 1.6% | 00.0% | Unchanged | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 2,258,735 | $33.0M | 1.9% | +2,258,735 | New | History |
| NRIXNurix Therapeutics, Inc. | COM | 2,275,000 | $35.3M | 2.0% | 00.0% | Unchanged | History |
| EYPTEyePoint, Inc. | COM NEW | 2,825,000 | $36.4M | 2.1% | +2,825,000 | New | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,500,000 | $37.0M | 2.1% | 00.0% | Unchanged | History |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 2,000,000 | $37.8M | 2.2% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 825,000 | $48.0M | 2.8% | −975,000−54.2% | Reduced | History |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,939,000 | $50.2M | 2.9% | +1,939,000 | New | History |
| ERASErasca, Inc. | COM | 3,175,000 | $51.4M | 3.0% | +3,175,000 | New | History |
| PHVSPharvaris N.V. | COM | 1,918,970 | $54.2M | 3.1% | +29,525+1.6% | Added | History |
| ANROAlto Neuroscience, Inc. | COM SHS | 2,723,196 | $61.2M | 3.5% | +900,000+49.4% | Added | History |
| KYMRKymera Therapeutics, Inc. | COM | 750,000 | $62.5M | 3.6% | 00.0% | Unchanged | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 5,650,000 | $78.5M | 4.5% | 00.0% | Unchanged | History |
| NUVLNuvalent, Inc. | COM | 833,600 | $85.4M | 4.9% | +283,600+51.6% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,696,616 | $85.5M | 4.9% | +131,616+5.1% | Added | History |
| TYRATyra Biosciences, Inc. | COM | 2,475,000 | $94.8M | 5.5% | −900,000−26.7% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 1,912,380 | $96.5M | 5.6% | −475,865−19.9% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 2,888,007 | $111.2M | 6.4% | +691,162+31.5% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 3,275,000 | $128.4M | 7.4% | −1,417,809−30.2% | Reduced | History |
| ALKSAlkermes plc. | SHS | 4,200,000 | $148.5M | 8.6% | +650,000+18.3% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 17,000,000 | $169.2M | 9.8% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (9)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| TERNTerns Pharmaceuticals, Inc. | COM | 1,475,000 | $59.6M | 4.0% | History |
| ORKAOruka Therapeutics, Inc. | COM | 1,753,054 | $53.1M | 3.5% | History |
| PTGXProtagonist Therapeutics, Inc | COM | 450,000 | $39.3M | 2.6% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 7,692,300 | $32.8M | 2.2% | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,000,000 | $25.0M | 1.7% | History |
| REPLReplimune Group, Inc. | COM | 1,425,000 | $13.9M | 0.9% | History |
| CTNMContineum Therapeutics, Inc. | CL A | 816,326 | $9.33M | 0.6% | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 250,000 | $8.47M | 0.6% | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 18,851 | $1.47M | 0.1% | History |