EdgeMarket › What Commodore Capital Lp reported owning

What Commodore Capital Lp reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.7B

Positions

36

Quarter

2026-03-31

Shown below

36
largest by value
holdingvalue% of booksharesprice1y
RLAY
Relay Therapeutics, Inc.
169.2M9.8%17.0M19.44+471.8%
ALKS
Alkermes plc.
148.5M8.6%4.2M48.33+66.8%
ELVN
Enliven Therapeutics, Inc.
128.4M7.4%3.3M59.82+204.3%
COGT
Cogent Biosciences, Inc.
111.2M6.4%2.9M36.73+209.6%
SYRE
Spyre Therapeutics, Inc.
96.5M5.6%1.9M106.49+551.3%
TYRA
Tyra Biosciences, Inc.
94.8M5.5%2.5M26.05+154.4%
CLDX
Celldex Therapeutics, Inc.
85.5M4.9%2.7M40.38+93.3%
unmapped CUSIP 67070310785.4M4.9%833.6K
AMLX
Amylyx Pharmaceuticals, Inc.
78.5M4.5%5.7M38.66+381.4%
KYMR
Kymera Therapeutics, Inc.
62.5M3.6%750.0K119.80+182.9%
ANRO
Alto Neuroscience, Inc.
61.2M3.5%2.7M34.28+899.4%
PHVS
Pharvaris N.V.
54.2M3.1%1.9M36.27+57.7%
ERAS
Erasca, Inc.
51.4M3.0%3.2M17.63+1107.5%
DMRA
Damora Therapeutics, Inc.
50.2M2.9%1.9M30.82+811.9%
XENE
Xenon Pharmaceuticals Inc.
48.0M2.8%825.0K60.77+61.5%
DFTX
Definium Therapeutics, Inc.
37.8M2.2%2.0M44.91+375.2%
LBRX
LB PHARMACEUTICALS INC
37.0M2.1%1.5M47.62
EYPT
EyePoint, Inc.
36.4M2.1%2.8M5.32-53.8%
NRIX
Nurix Therapeutics, Inc.
35.3M2.0%2.3M26.72+180.4%
CRVS
Corvus Pharmaceuticals, Inc.
33.0M1.9%2.3M14.46+178.6%
ASMB
ASSEMBLY BIOSCIENCES, INC.
27.8M1.6%1.0M34.38+31.5%
CATX
Perspective Therapeutics, Inc.
26.4M1.5%6.3M3.30-2.4%
unmapped CUSIP 83420330921.8M1.3%652.4K
OCUL
OCULAR THERAPEUTIX, INC
21.8M1.3%2.6M11.08-7.4%
IPSC
Century Therapeutics, Inc.
19.7M1.1%8.7M2.07+279.8%
ZURA
Zura Bio Ltd
19.3M1.1%3.2M5.85+234.3%
SABS
SAB Biotherapeutics, Inc.
16.9M1.0%4.4M3.78+88.1%
PALI
PALISADE BIO, INC.
12.6M0.7%7.2M2.10+191.7%
KPTI
Karyopharm Therapeutics Inc.
10.9M0.6%1.9M1.96-69.8%
IKT
Inhibikase Therapeutics, Inc.
9.1M0.5%5.4M2.39+42.3%
ANTX
AN2 Therapeutics, Inc.
8.0M0.5%2.3M5.81+418.8%
PEPG
PepGen Inc.
7.9M0.5%4.5M3.14+155.3%
AVTX
Avalo Therapeutics, Inc.
7.2M0.4%483.0K19.83+115.1%
HLXC
Helix Acquisition Corp. III
5.1M0.3%500.0K10.93
LONA
LeonaBio, Inc.
4.8M0.3%464.4K7.68+92.8%
RLMD
RELMADA THERAPEUTICS, INC.
4.4M0.3%633.9K4.63+655.9%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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