Commodore Capital LP — 13F Holdings & Portfolio
CIK 1831942 · latest 13F-HR filed 2026-05-15
Commodore Capital LP manages $1.73B in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RLAY (9.79%), ALKS (8.59%), ELVN (7.43%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 10, added to 13, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.73B
Long-equity book
36
Distinct positions
2026-03-31
Filed 2026-05-15
+13 / −10 / ↑13 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ENLIVEN THERAPEUTICS INC$56.1M +77.6%
- ALKERMES PLC$49.2M +49.5%
- COGENT BIOSCIENCES INC$33.1M +42.5%
- NUVALENT INC$30.1M +54.4%
- ALTO NEUROSCIENCE INC$28.8M +88.6%
Top Trims
- SOLENO THERAPEUTICS INC-$33.7M -60.7%
- XENON PHARMACEUTICALS INC-$32.7M -40.5%
- PALISADE BIO INC-$14.3M -53.3%
- PEPGEN INC-$14.2M -64.2%
- NURIX THERAPEUTICS INC-$7.9M -18.3%
New Positions
- ERASCA INC$51.4M
- DAMORA THERAPEUTICS INC$50.2M
- DEFINIUM THERAPEUTICS INC$37.8M
- EYEPOINT INC$36.4M
- CORVUS PHARMACEUTICALS INC$33.0M
Exited Positions
- TERNS PHARMACEUTICALS INC$59.6M
- ORUKA THERAPEUTICS INC$53.1M
- PROTAGONIST THERAPEUTICS INC$39.3M
- CYTOMX THERAPEUTICS INC$32.8M
- MIND MEDICINE MINDMED INC$26.8M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $169.2M | 9.79% | 17,000,000 | SH |
| 2 | ALKERMES PLC | ALKS | G01767105 | $148.5M | 8.59% | 4,200,000 | SH |
| 3 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $128.4M | 7.43% | 3,275,000 | SH |
| 4 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $111.2M | 6.43% | 2,888,007 | SH |
| 5 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $96.5M | 5.58% | 1,912,380 | SH |
| 6 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $94.8M | 5.48% | 2,475,000 | SH |
| 7 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $85.5M | 4.95% | 2,696,616 | SH |
| 8 | NUVALENT INC | NUVL | 670703107 | $85.4M | 4.94% | 833,600 | SH |
| 9 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $78.5M | 4.54% | 5,650,000 | SH |
| 10 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $62.5M | 3.61% | 750,000 | SH |
| 11 | ALTO NEUROSCIENCE INC | ANRO | 02157Q109 | $61.2M | 3.54% | 2,723,196 | SH |
| 12 | PHARVARIS N V | PHVS | N69605108 | $54.2M | 3.14% | 1,918,970 | SH |
| 13 | ERASCA INC | ERAS | 29479A108 | $51.4M | 2.97% | 3,175,000 | SH |
| 14 | DAMORA THERAPEUTICS INC | DMRA | 36322Q206 | $50.2M | 2.91% | 1,939,000 | SH |
| 15 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $48.0M | 2.78% | 825,000 | SH |
| 16 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $37.8M | 2.19% | 2,000,000 | SH |
| 17 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $37.0M | 2.14% | 1,500,000 | SH |
| 18 | EYEPOINT INC | EYPT | 30233G209 | $36.4M | 2.11% | 2,825,000 | SH |
| 19 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $35.3M | 2.04% | 2,275,000 | SH |
| 20 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $33.0M | 1.91% | 2,258,735 | SH |
| 21 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $27.8M | 1.61% | 1,000,000 | SH |
| 22 | PERSPECTIVE THERAPEUTICS INC | CATX | 46489V302 | $26.4M | 1.53% | 6,336,782 | SH |
| 23 | SOLENO THERAPEUTICS INC | SLNO | 834203309 | $21.8M | 1.26% | 652,432 | SH |
| 24 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $21.8M | 1.26% | 2,575,000 | SH |
| 25 | CENTURY THERAPEUTICS INC | IPSC | 15673T100 | $19.7M | 1.14% | 8,695,652 | SH |
| 26 | ZURA BIO LTD | ZURA | G9TY5A101 | $19.3M | 1.12% | 3,250,000 | SH |
| 27 | SAB BIOTHERAPEUTICS INC | SABS | 78397T202 | $16.9M | 0.98% | 4,401,500 | SH |
| 28 | PALISADE BIO INC | PALI | 696389402 | $12.6M | 0.73% | 7,181,062 | SH |
| 29 | KARYOPHARM THERAPEUTICS INC | KPTI | 48576U205 | $10.9M | 0.63% | 1,950,000 | SH |
| 30 | INHIBIKASE THERAPEUTICS INC | IKT | 45719W205 | $9.1M | 0.52% | 5,397,488 | SH |
| 31 | AN2 THERAPEUTICS INC | ANTX | 037326105 | $8.0M | 0.46% | 2,333,713 | SH |
| 32 | PEPGEN INC | PEPG | 713317105 | $7.9M | 0.46% | 4,475,000 | SH |
| 33 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $7.2M | 0.42% | 483,000 | SH |
| 34 | HELIX ACQUISITION CORP III | HLXC | G4444S107 | $5.1M | 0.29% | 500,000 | SH |
| 35 | LEONABIO INC | LONA | 04746L203 | $4.8M | 0.28% | 464,398 | SH |
| 36 | RELMADA THERAPEUTICS INC | RLMD | 75955J402 | $4.4M | 0.26% | 633,901 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $1.73B | 36 | 0001831942-26-000025 |
| 2025-12-31 | 2026-02-17 | $1.50B | 33 | 0001831942-26-000004 |
| 2025-09-30 | 2025-11-14 | $2.05B | 37 | 0001831942-25-000023 |