Commodore Capital LP

CIK

1831942

Location

NEW YORK, NY

Portfolio Value

Mid $1,666,640,921

Diversification

Diversified

Filing Date

Global Rank

#1,475 / 8,700 ▲ 178

Top Industry

Biotechnology 82.5%

Period ended 2 months ago

Filed Aug 14, 2026 · 30d

23 quarters · since Dec 2020

Portfolio Concentration

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.5%

+3.0 pts

Top 5

46.0%

+5.7 pts

Top 10

68.7%

+4.8 pts

HHI

630

Diversified+100

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.4%	$1,655,970,921	31
Financial Services	0.6%	$10,670,000	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
EYPT	EyePoint, Inc.	+1,775,000	4,600,000	$65,780,000
RLMD	Relmada Therapeutics, Inc.	+791,099	1,425,000	$9,861,000
ANTX	AN2 Therapeutics, Inc.	+599,967	2,933,680	$14,199,011
AVTX	Avalo Therapeutics, Inc.	+535,319	1,018,319	$18,818,535
ASMB	Assembly Biosciences, Inc.	+415,000	1,415,000	$38,884,200
COGT	Cogent Biosciences, Inc.	+161,993	3,050,000	$118,035,000
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
RLAY	Relay Therapeutics, Inc.	−5,000,000	12,000,000	$224,520,000
SABS	SAB Biotherapeutics, Inc.	−1,531,500	2,870,000	$11,193,000
CLDX	Celldex Therapeutics, Inc.	−1,346,616	1,350,000	$50,233,500
ALKS	Alkermes plc.	−1,200,000	3,000,000	$157,200,000
SYRE	Spyre Therapeutics, Inc.	−1,065,594	846,786	$75,177,661
—		−733,600	100,000	$0
TYRA	Tyra Biosciences, Inc.	−600,000	1,875,000	$59,887,500
KYMR	Kymera Therapeutics, Inc.	−500,000	250,000	$28,667,500
PHVS	Pharvaris N.V.	−493,970	1,425,000	$49,276,500
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
TNGX	Tango Therapeutics, Inc.	2,250,000	$70,335,000
EDIT	Editas Medicine, Inc.	8,889,000	$28,800,360
IFRX	InflaRx N.V.	7,300,000	$16,352,000
RACC	Research Alliance Corp III	500,000	$5,350,000
VTGN	Vistagen Therapeutics, Inc.	2,788,620	$641,382
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
ERAS	Erasca, Inc.	3,175,000	$51,371,500
XENE	Xenon Pharmaceuticals Inc.	825,000	$47,973,750
NRIX	Nurix Therapeutics, Inc.	2,275,000	$35,262,500
CRVS	Corvus Pharmaceuticals, Inc.	2,258,735	$33,045,293
OCUL	Ocular Therapeutix, Inc	2,575,000	$21,810,250
PALI	Palisade Bio, Inc.	7,181,062	$12,566,858
KPTI	Karyopharm Therapeutics Inc.	1,950,000	$10,861,500
—		652,432	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $1,666,640,921 total · filing declares 33 positions · $1,678,964,770 · as of Jun 30, 2026

All sectors Financial Services Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RLAY	Relay Therapeutics, Inc. Healthcare	Reduced	12,000,000	-5,000,000	$224,520,000	+32.7%	13.47%
ELVN	Enliven Therapeutics, Inc. Healthcare	Held	3,275,000	0	$166,206,250	+29.5%	9.97%
ALKS	Alkermes plc. Healthcare	Reduced	3,000,000	-1,200,000	$157,200,000	+5.9%	9.43%
COGT	Cogent Biosciences, Inc. Healthcare	Added	3,050,000	+161,993	$118,035,000	+6.2%	7.08%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Held	5,650,000	0	$101,474,000	+29.2%	6.09%
DFTX	Definium Therapeutics, Inc. Healthcare	Held	2,000,000	0	$94,080,000	+148.9%	5.64%
SYRE	Spyre Therapeutics, Inc. Healthcare	Reduced	846,786	-1,065,594	$75,177,661	−22.1%	4.51%
ANRO	Alto Neuroscience, Inc. Healthcare	Held	2,723,196	0	$71,865,142	+17.4%	4.31%
TNGX	Tango Therapeutics, Inc. Healthcare	NEW	2,250,000	NEW	$70,335,000	NEW	4.22%
EYPT	EyePoint, Inc. Healthcare	Added	4,600,000	+1,775,000	$65,780,000	+80.6%	3.95%
TYRA	Tyra Biosciences, Inc. Healthcare	Reduced	1,875,000	-600,000	$59,887,500	−36.8%	3.59%
DMRA	Damora Therapeutics, Inc. Healthcare	Held	1,939,000	0	$50,433,390	+0.4%	3.03%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	1,350,000	-1,346,616	$50,233,500	−41.3%	3.01%
PHVS	Pharvaris N.V. Healthcare	Reduced	1,425,000	-493,970	$49,276,500	−9.1%	2.96%
LBRX	Lb Pharmaceuticals Inc Healthcare	Held	1,500,000	0	$48,682,500	+31.6%	2.92%
ASMB	Assembly Biosciences, Inc. Healthcare	Added	1,415,000	+415,000	$38,884,200	+40.1%	2.33%
EDIT	Editas Medicine, Inc. Healthcare	NEW	8,889,000	NEW	$28,800,360	NEW	1.73%
KYMR	Kymera Therapeutics, Inc. Healthcare	Reduced	250,000	-500,000	$28,667,500	−54.1%	1.72%
CATX	Perspective Therapeutics, Inc. Healthcare	Held	6,336,782	0	$21,608,426	−18.2%	1.30%
IPSC	Century Therapeutics, Inc. Healthcare	Held	8,695,652	0	$21,304,347	+8.4%	1.28%
ZURA	Zura Bio Ltd Healthcare	Held	3,250,000	0	$19,175,000	−0.8%	1.15%
AVTX	Avalo Therapeutics, Inc. Healthcare	Added	1,018,319	+535,319	$18,818,535	+161.0%	1.13%
IFRX	InflaRx N.V. Healthcare	NEW	7,300,000	NEW	$16,352,000	NEW	0.98%
ANTX	AN2 Therapeutics, Inc. Healthcare	Added	2,933,680	+599,967	$14,199,011	+77.9%	0.85%
SABS	SAB Biotherapeutics, Inc. Healthcare	Reduced	2,870,000	-1,531,500	$11,193,000	−33.6%	0.67%
IKT	Inhibikase Therapeutics, Inc. Healthcare	Held	5,397,488	0	$10,956,900	+20.8%	0.66%
RLMD	Relmada Therapeutics, Inc. Healthcare	Added	1,425,000	+791,099	$9,861,000	+123.5%	0.59%
PEPG	PepGen Inc. Healthcare	Held	4,475,000	0	$8,055,000	+1.7%	0.48%
RACC	Research Alliance Corp III Financial Services	NEW	500,000	NEW	$5,350,000	NEW	0.32%
HLXC	Helix Acquisition Corp. III Financial Services	Held	500,000	0	$5,320,000	+4.7%	0.32%
LONA	LeonaBio, Inc. Healthcare	Held	464,398	0	$4,267,817	−10.6%	0.26%
VTGN	Vistagen Therapeutics, Inc. Healthcare	NEW	2,788,620	NEW	$641,382	NEW	0.04%
		Reduced	100,000	-733,600	$0	—	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.