Commodore Capital LP
- SEC CIK
- 0001831942
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 33
- −3 vs. Q1 2026
- Portfolio value
- $1.68B
- −$49.5M (−2.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VTGNVistagen Therapeutics, Inc. | COM | 2,788,620 | $630.2K | <0.1% | +2,788,620 | New | History |
| LONALeonaBio, Inc. | COM | 464,398 | $4.27M | 0.3% | 00.0% | Unchanged | History |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 500,000 | $5.32M | 0.3% | 00.0% | Unchanged | History |
| RACCResearch Alliance Corp III | ORD SHS CL A | 500,000 | $5.35M | 0.3% | +500,000 | New | History |
| PEPGPepGen Inc. | COM | 4,475,000 | $8.05M | 0.5% | 00.0% | Unchanged | History |
| RLMDRelmada Therapeutics, Inc. | COM | 1,425,000 | $9.86M | 0.6% | +791,099+124.8% | Added | History |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,397,488 | $11.0M | 0.7% | 00.0% | Unchanged | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 2,870,000 | $11.2M | 0.7% | −1,531,500−34.8% | Reduced | History |
| NUVLNuvalent, Inc. | COM | 100,000 | $12.3M | 0.7% | −733,600−88.0% | Reduced | History |
| ANTXAN2 Therapeutics, Inc. | COM | 2,933,680 | $14.2M | 0.8% | +599,967+25.7% | Added | History |
| IFRXInflaRx N.V. | COM | 7,300,000 | $16.4M | 1.0% | +7,300,000 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 1,018,319 | $18.8M | 1.1% | +535,319+110.8% | Added | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,250,000 | $19.2M | 1.1% | 00.0% | Unchanged | History |
| IPSCCentury Therapeutics, Inc. | COM | 8,695,652 | $21.3M | 1.3% | 00.0% | Unchanged | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 6,336,782 | $21.6M | 1.3% | 00.0% | Unchanged | History |
| KYMRKymera Therapeutics, Inc. | COM | 250,000 | $28.7M | 1.7% | −500,000−66.7% | Reduced | History |
| EDITEditas Medicine, Inc. | COM | 8,889,000 | $28.8M | 1.7% | +8,889,000 | New | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,415,000 | $38.9M | 2.3% | +415,000+41.5% | Added | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,500,000 | $48.7M | 2.9% | 00.0% | Unchanged | History |
| PHVSPharvaris N.V. | COM | 1,425,000 | $49.3M | 2.9% | −493,970−25.7% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,350,000 | $50.2M | 3.0% | −1,346,616−49.9% | Reduced | History |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,939,000 | $50.4M | 3.0% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 1,875,000 | $59.9M | 3.6% | −600,000−24.2% | Reduced | History |
| EYPTEyePoint, Inc. | COM NEW | 4,600,000 | $65.8M | 3.9% | +1,775,000+62.8% | Added | History |
| TNGXTango Therapeutics, Inc. | COM | 2,250,000 | $70.3M | 4.2% | +2,250,000 | New | History |
| ANROAlto Neuroscience, Inc. | COM SHS | 2,723,196 | $71.9M | 4.3% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 846,786 | $75.2M | 4.5% | −1,065,594−55.7% | Reduced | History |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 2,000,000 | $94.1M | 5.6% | 00.0% | Unchanged | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 5,650,000 | $101.5M | 6.0% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 3,050,000 | $118.0M | 7.0% | +161,993+5.6% | Added | History |
| ALKSAlkermes plc. | SHS | 3,000,000 | $157.2M | 9.4% | −1,200,000−28.6% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 3,275,000 | $166.2M | 9.9% | 00.0% | Unchanged | History |
| RLAYRelay Therapeutics, Inc. | COM | 12,000,000 | $224.5M | 13.4% | −5,000,000−29.4% | Reduced | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ERASErasca, Inc. | COM | 3,175,000 | $51.4M | 3.0% | History |
| XENEXenon Pharmaceuticals Inc. | COM | 825,000 | $48.0M | 2.8% | History |
| NRIXNurix Therapeutics, Inc. | COM | 2,275,000 | $35.3M | 2.0% | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 2,258,735 | $33.0M | 1.9% | History |
| SLNOSoleno Therapeutics Inc | COM | 652,432 | $21.8M | 1.3% | History |
| OCULOcular Therapeutix, Inc | COM | 2,575,000 | $21.8M | 1.3% | History |
| PALIPalisade Bio, Inc. | COM | 7,181,062 | $12.6M | 0.7% | History |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 1,950,000 | $10.9M | 0.6% | History |