COMMODORE CAPITAL LP
- SEC CIK
- 0001831942
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/14。SEC
- 持股檔數
- 33
- 較 2026 年第 1 季 −3
- 總值
- $16.79 億
- 較 2026 年第 1 季 −$4,948.76 萬 (−2.9%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| RLAYRELAY THERAPEUTICS INC | COM | 12,000,000 | $2.25 億 | 13.37% | −5,000,000−29.4% | 減碼 | 查看 |
| ELVNENLIVEN THERAPEUTICS INC | COM | 3,275,000 | $1.66 億 | 9.90% | 00.0% | 不變 | 查看 |
| ALKSALKERMES PLC | SHS | 3,000,000 | $1.57 億 | 9.36% | −1,200,000−28.6% | 減碼 | 查看 |
| COGTCOGENT BIOSCIENCES INC | COM | 3,050,000 | $1.18 億 | 7.03% | +161,993+5.6% | 加碼 | 查看 |
| AMLXAMYLYX PHARMACEUTICALS INC | COM | 5,650,000 | $1.01 億 | 6.04% | 00.0% | 不變 | 查看 |
| DFTXDEFINIUM THERAPEUTICS INC | COM SHS | 2,000,000 | $9,408 萬 | 5.60% | 00.0% | 不變 | 查看 |
| SYRESPYRE THERAPEUTICS INC | COM NEW | 846,786 | $7,517.77 萬 | 4.48% | −1,065,594−55.7% | 減碼 | 查看 |
| ANROALTO NEUROSCIENCE INC | COM SHS | 2,723,196 | $7,186.51 萬 | 4.28% | 00.0% | 不變 | 查看 |
| TNGXTANGO THERAPEUTICS INC | COM | 2,250,000 | $7,033.5 萬 | 4.19% | +2,250,000 | 新進 | 查看 |
| EYPTEYEPOINT INC | COM NEW | 4,600,000 | $6,578 萬 | 3.92% | +1,775,000+62.8% | 加碼 | 查看 |
| TYRATYRA BIOSCIENCES INC | COM | 1,875,000 | $5,988.75 萬 | 3.57% | −600,000−24.2% | 減碼 | 查看 |
| DMRADAMORA THERAPEUTICS INC | COM NEW | 1,939,000 | $5,043.34 萬 | 3.00% | 00.0% | 不變 | 查看 |
| CLDXCELLDEX THERAPEUTICS INC NEW | COM NEW | 1,350,000 | $5,023.35 萬 | 2.99% | −1,346,616−49.9% | 減碼 | 查看 |
| PHVSPHARVARIS N V | COM | 1,425,000 | $4,927.65 萬 | 2.93% | −493,970−25.7% | 減碼 | 查看 |
| LBRXLB PHARMACEUTICALS INC | COM SHS | 1,500,000 | $4,868.25 萬 | 2.90% | 00.0% | 不變 | 查看 |
| ASMBASSEMBLY BIOSCIENCES INC | COM NEW | 1,415,000 | $3,888.42 萬 | 2.32% | +415,000+41.5% | 加碼 | 查看 |
| EDITEDITAS MEDICINE INC | COM | 8,889,000 | $2,880.04 萬 | 1.72% | +8,889,000 | 新進 | 查看 |
| KYMRKYMERA THERAPEUTICS INC | COM | 250,000 | $2,866.75 萬 | 1.71% | −500,000−66.7% | 減碼 | 查看 |
| CATXPERSPECTIVE THERAPEUTICS INC | COM NEW | 6,336,782 | $2,160.84 萬 | 1.29% | 00.0% | 不變 | 查看 |
| IPSCCENTURY THERAPEUTICS INC | COM | 8,695,652 | $2,130.43 萬 | 1.27% | 00.0% | 不變 | 查看 |
| ZURAZURA BIO LTD | CLASS A ORD SHS | 3,250,000 | $1,917.5 萬 | 1.14% | 00.0% | 不變 | 查看 |
| AVTXAVALO THERAPEUTICS INC | COM NEW | 1,018,319 | $1,881.85 萬 | 1.12% | +535,319+110.8% | 加碼 | 查看 |
| IFRXINFLARX NV | COM | 7,300,000 | $1,635.2 萬 | 0.97% | +7,300,000 | 新進 | 查看 |
| ANTXAN2 THERAPEUTICS INC | COM | 2,933,680 | $1,419.9 萬 | 0.85% | +599,967+25.7% | 加碼 | 查看 |
| NUVALENT INC670703107 | COM | 100,000 | $1,235 萬 | 0.74% | −733,600−88.0% | 減碼 | – |
| SABSSAB BIOTHERAPEUTICS INC | COM NEW | 2,870,000 | $1,119.3 萬 | 0.67% | −1,531,500−34.8% | 減碼 | 查看 |
| IKTINHIBIKASE THERAPEUTICS INC | COM NEW | 5,397,488 | $1,095.69 萬 | 0.65% | 00.0% | 不變 | 查看 |
| RLMDRELMADA THERAPEUTICS INC | COM | 1,425,000 | $986.1 萬 | 0.59% | +791,099+124.8% | 加碼 | 查看 |
| PEPGPEPGEN INC | COM | 4,475,000 | $805.5 萬 | 0.48% | 00.0% | 不變 | 查看 |
| RACCRESEARCH ALLIANCE CORP III | ORD SHS CL A | 500,000 | $535 萬 | 0.32% | +500,000 | 新進 | 查看 |
| HLXCHELIX ACQUISITION CORP III | USD CL A ORD SHS | 500,000 | $532 萬 | 0.32% | 00.0% | 不變 | 查看 |
| LONALEONABIO INC | COM | 464,398 | $426.78 萬 | 0.25% | 00.0% | 不變 | 查看 |
| VTGNVISTAGEN THERAPEUTICS INC | COM | 2,788,620 | $63.02 萬 | 0.04% | +2,788,620 | 新進 | 查看 |
2026 年第 1 季 之後清倉（8 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| ERASERASCA INC | COM | 3,175,000 | $5,137.15 萬 | 2.97% |
| XENEXENON PHARMACEUTICALS INC | COM | 825,000 | $4,797.38 萬 | 2.78% |
| NRIXNURIX THERAPEUTICS INC | COM | 2,275,000 | $3,526.25 萬 | 2.04% |
| CRVSCORVUS PHARMACEUTICALS INC | COM | 2,258,735 | $3,304.53 萬 | 1.91% |
| SOLENO THERAPEUTICS INC834203309 | COM | 652,432 | $2,184.34 萬 | 1.26% |
| OCULOCULAR THERAPEUTIX INC | COM | 2,575,000 | $2,181.03 萬 | 1.26% |
| PALIPALISADE BIO INC | COM | 7,181,062 | $1,256.69 萬 | 0.73% |
| KPTIKARYOPHARM THERAPEUTICS INC | COM NEW | 1,950,000 | $1,086.15 萬 | 0.63% |