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 RLAY
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $169,150,000 | 17,000,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $143,820,000 | 17,000,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $88,740,000 | 17,000,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,191,000 | 13,350,000 | Shares | Sole | 2025-08-14 | |
| 2025-05-08 | $30,000,000 | 10,000,000 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||