Commodore Capital LP
- SEC CIK
- 0001831942
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 33
- 較 2025 年第 3 季 −4
- 總值
- $15.0 億
- 較 2025 年第 3 季 −$5.46 億 (−26.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RLAYRelay Therapeutics, Inc. | COM | 17,000,000 | $1.44 億 | 9.6% | 00.0% | 不變 | 歷史 |
| ALKSAlkermes plc. | SHS | 3,550,000 | $9,933 萬 | 6.6% | +453,246+14.6% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 3,375,000 | $8,873 萬 | 5.9% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 1,800,000 | $8,068 萬 | 5.4% | −900,000−33.3% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 2,388,245 | $7,824 萬 | 5.2% | +400,161+20.1% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 2,196,845 | $7,803 萬 | 5.2% | −5,053,155−69.7% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 4,692,809 | $7,227 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,565,000 | $6,967 萬 | 4.6% | −463,335−15.3% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 5,650,000 | $6,825 萬 | 4.5% | +1,574,522+38.6% | 加碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 1,475,000 | $5,959 萬 | 4.0% | −4,225,000−74.1% | 減碼 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 750,000 | $5,836 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 1,200,000 | $5,556 萬 | 3.7% | −150,000−11.1% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 550,000 | $5,532 萬 | 3.7% | −850,000−60.7% | 減碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 1,753,054 | $5,314 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| PHVSPharvaris N.V. | COM | 1,889,445 | $5,243 萬 | 3.5% | −529,031−21.9% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 2,275,000 | $4,316 萬 | 2.9% | −1,505,055−39.8% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 450,000 | $3,930 萬 | 2.6% | −575,000−56.1% | 減碼 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 1,000,000 | $3,401 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1,500,000 | $3,339 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 7,692,300 | $3,277 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 1,823,196 | $3,245 萬 | 2.2% | +1,823,196 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 11,445,000 | $2,690 萬 | 1.8% | +11,445,000 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 2,000,000 | $2,678 萬 | 1.8% | −1,225,000−38.0% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,000,000 | $2,501 萬 | 1.7% | −1,850,000−64.9% | 減碼 | 歷史 |
| PEPGPepGen Inc. | COM | 3,400,000 | $2,213 萬 | 1.5% | +1,042,681+44.2% | 加碼 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 4,401,500 | $1,646 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 1,425,000 | $1,385 萬 | 0.9% | +1,425,000 | 新進 | 歷史 |
| IKTInhibikase Therapeutics, Inc. | COM NEW | 5,397,488 | $1,106 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 816,326 | $933.1 萬 | 0.6% | +816,326 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 483,000 | $877.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 250,000 | $846.8 萬 | 0.6% | +250,000 | 新進 | 歷史 |
| LONALeonaBio, Inc. | COM | 464,398 | $351.5 萬 | 0.2% | +464,398 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 18,851 | $147.1 萬 | 0.1% | −481,149−96.2% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（10 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRUSMerus N.V. | COM | 3,525,000 | $3.32 億 | 16.2% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 2,338,287 | $9,386 萬 | 4.6% | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 3,200,000 | $6,906 萬 | 3.4% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 585,000 | $5,602 萬 | 2.7% | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 1,500,000 | $1,260 萬 | 0.6% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 290,000 | $1,152 萬 | 0.6% | 歷史 |
| ENTAEnanta Pharmaceuticals Inc | COM | 800,000 | $957.6 萬 | 0.5% | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 750,000 | $792.0 萬 | 0.4% | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 1,575,000 | $559.1 萬 | 0.3% | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 450,829 | $536.0 萬 | 0.3% | 歷史 |