Commodore Capital LP
Top Portfolio Positions
36 positions ·
$1,916,649,211 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ELVN |
Enliven Therapeutics, Inc.
Healthcare
|
8,075,940 | $316,576,848 | 16.52% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
17,000,000 | $169,150,000 | 8.83% | |
| ALKS |
Alkermes plc.
Healthcare
|
4,200,000 | $148,512,000 | 7.75% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
2,888,007 | $111,159,389 | 5.80% | |
| SYRE |
Spyre Therapeutics, Inc.
Healthcare
|
1,912,380 | $96,460,447 | 5.03% | |
| TYRA |
Tyra Biosciences, Inc.
Healthcare
|
2,475,000 | $94,792,500 | 4.95% | |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
2,696,616 | $85,536,659 | 4.46% | |
| NUVL |
Nuvalent, Inc.
Healthcare
|
833,600 | $85,402,320 | 4.46% | |
| AMLX |
Amylyx Pharmaceuticals, Inc.
Healthcare
|
5,650,000 | $78,535,000 | 4.10% | |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
750,000 | $62,467,500 | 3.26% |
Portfolio Trend
22 quarters · across all stocks
Holdings in COGT
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,159,389 | 2,888,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $78,031,934 | 2,196,845 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $104,110,000 | 7,250,000 | Shares | Sole | 2025-11-14 | |
| 2025-07-07 | $59,915,361 | 6,408,060 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $16,594,157 | 2,311,164 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $53,267,967 | 8,892,816 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,676,706 | 6,881,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,431,244 | 7,539,930 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $82,091,340 | 9,738,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $43,176,000 | 6,425,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,728,232 | 5,566,026 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,268,753 | 5,566,026 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $65,901,747 | 5,566,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51,494,422 | 4,772,421 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $49,938,506 | 4,319,940 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,453,504 | 4,319,940 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $44,601,266 | 4,944,708 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,220,752 | 3,500,768 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,573,682 | 2,281,315 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,084,217 | 1,912,511 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,091,090 | 1,367,582 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $11,143,532 | 1,269,195 | Shares | Sole | 2021-10-14 | |
| 2020-12-31 | $8,535,080 | 760,025 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||