Commodore Capital LP
Top Portfolio Positions
36 positions ·
$1,728,452,363 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
17,000,000 | $169,150,000 | 9.79% |
| ALKS |
Alkermes plc.
Healthcare
|
4,200,000 | $148,512,000 | 8.59% |
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
3,275,000 | $128,380,000 | 7.43% |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
2,888,007 | $111,159,389 | 6.43% |
| SYRE |
Spyre Therapeutics, Inc.
Healthcare
|
1,912,380 | $96,460,447 | 5.58% |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
2,475,000 | $94,792,500 | 5.48% |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
2,696,616 | $85,536,659 | 4.95% |
| NUVL |
Nuvalent, Inc.
Healthcare
|
833,600 | $85,402,320 | 4.94% |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
5,650,000 | $78,535,000 | 4.54% |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
750,000 | $62,467,500 | 3.61% |
Portfolio Trend
Holdings in ALKS
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,512,000 | 4,200,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $99,329,000 | 3,550,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,902,620 | 3,096,754 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,094,500 | 2,450,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,389,000 | 1,950,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,148,000 | 2,300,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,171,000 | 2,900,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,137,500 | 1,375,000 | Shares | Sole | 2024-08-14 | |
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