Commodore Capital LP
Net seller this quarter
$1.68B
33
-$587M
68.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RLAY | $225M | 13.37% | 5.49% | -29.4% | Q2 2025 |
 ELVN | $166M | 9.90% | 4.47% | Not reported | Q1 2023 |
 ALKS | $157M | 9.36% | 1.79% | -28.6% | Q2 2024 |
 COGT | $118M | 7.03% | 1.78% | +5.6% | Q4 2020 |
 AMLX | $101M | 6.04% | 5.07% | Not reported | Q3 2025 |
 DFTX | $94.1M | 5.60% | 1.49% | Not reported | Q1 2026 |
 SYRE | $75.2M | 4.48% | 0.96% | -55.7% | Q3 2023 |
 ANRO | $71.9M | 4.28% | 7.76% | Not reported | Q4 2025 |
 TNGX | $70.3M | 4.19% | 1.34% | Not reported | Q2 2025 |
 EYPT | $65.8M | 3.92% | 5.41% | +62.8% | Q1 2026 |
 TYRA | $59.9M | 3.57% | 3.14% | -24.2% | Q1 2025 |
 DMRA | $50.4M | 3.00% | 3.14% | Not reported | Q1 2026 |
 CLDX | $50.2M | 2.99% | 1.72% | -49.9% | Q4 2020 |
 PHVS | $49.3M | 2.93% | 2.19% | -25.7% | Q4 2023 |
 LBRX | $48.7M | 2.90% | 5.23% | Not reported | Q3 2025 |
 ASMB | $38.9M | 2.32% | 7.13% | +41.5% | Q3 2025 |
 EDIT | $28.8M | 1.72% | 9.08% | New | Q2 2026 |
 KYMR | $28.7M | 1.71% | 0.30% | -66.7% | Q2 2025 |
 CATX | $21.6M | 1.29% | 5.55% | Not reported | Q1 2024 |
 IPSC | $21.3M | 1.27% | 4.82% | Not reported | Q1 2026 |
 ZURA | $19.2M | 1.14% | 3.41% | Not reported | Q1 2026 |
 AVTX | $18.8M | 1.12% | 1.93% | +110.8% | Q2 2024 |
 IFRX | $16.4M | 0.97% | 10.10% | New | Q2 2026 |
 ANTX | $14.2M | 0.85% | 8.08% | +25.7% | Q1 2026 |
| NUVL | $12.4M | 0.74% | 3.20% | -88.0% | Q4 2022 |
 SABS | $11.2M | 0.67% | 3.44% | -34.8% | Q4 2023 |
 IKT | $11M | 0.65% | 4.09% | Not reported | Q4 2024 |
 RLMD | $9.86M | 0.59% | 1.34% | +124.8% | Q4 2020 |
 PEPG | $8.06M | 0.48% | 6.47% | Not reported | Q3 2025 |
 RACC | $5.35M | 0.32% | Not reported | New | Q2 2026 |
 HLXC | $5.32M | 0.32% | Not reported | Not reported | Q1 2026 |
 LONA | $4.27M | 0.25% | 4.93% | Not reported | Q4 2025 |
 VTGN | $630K | 0.04% | 6.80% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| RLAY | $169M | 9.79% | 8.98% | Not reported | Q2 2025 |
| ALKS | $149M | 8.59% | 2.52% | +18.3% | Q2 2024 |
| ELVN | $128M | 7.43% | 5.38% | -30.2% | Q1 2023 |
| COGT | $111M | 6.43% | 1.69% | +31.5% | Q4 2020 |
| SYRE | $96.5M | 5.58% | 2.43% | -19.9% | Q3 2023 |
| TYRA | $94.8M | 5.48% | 4.16% | -26.7% | Q1 2025 |
| CLDX | $85.5M | 4.95% | 4.05% | +5.1% | Q4 2020 |
| NUVL | $85.4M | 4.94% | 26.64% | +51.6% | Q4 2022 |
| AMLX | $78.5M | 4.54% | 5.09% | Not reported | Q3 2025 |
| KYMR | $62.5M | 3.61% | 0.91% | Not reported | Q2 2025 |
| ANRO | $61.2M | 3.54% | 7.77% | +49.4% | Q4 2025 |
| PHVS | $54.2M | 3.14% | 2.94% | +1.6% | Q4 2023 |
 ERAS | $51.4M | 2.97% | 1.02% | New | Q1 2026 |
| DMRA | $50.2M | 2.91% | 3.22% | New | Q1 2026 |
 XENE | $48M | 2.78% | 0.85% | -54.2% | Q4 2020 |
| DFTX | $37.8M | 2.19% | 1.92% | New | Q1 2026 |
| LBRX | $37M | 2.14% | 5.23% | Not reported | Q3 2025 |
| EYPT | $36.4M | 2.11% | 3.39% | New | Q1 2026 |
 NRIX | $35.3M | 2.04% | 2.20% | Not reported | Q3 2024 |
 CRVS | $33M | 1.91% | 2.69% | New | Q1 2026 |
| ASMB | $27.8M | 1.61% | 6.29% | Not reported | Q3 2025 |
| CATX | $26.4M | 1.53% | 5.56% | Not reported | Q1 2024 |
| SLNO | $21.8M | 1.26% | 1.26% | -45.6% | Q3 2023 |
 OCUL | $21.8M | 1.26% | 1.18% | New | Q1 2026 |
| IPSC | $19.7M | 1.14% | 4.83% | New | Q1 2026 |
| ZURA | $19.3M | 1.12% | 3.43% | New | Q1 2026 |
| SABS | $16.9M | 0.98% | 5.81% | Not reported | Q4 2023 |
 PALI | $12.6M | 0.73% | 4.29% | -37.3% | Q4 2025 |
 KPTI | $10.9M | 0.63% | 8.65% | Not reported | Q1 2022 |
| IKT | $9.07M | 0.52% | 4.09% | Not reported | Q4 2024 |
| ANTX | $7.98M | 0.46% | 6.49% | New | Q1 2026 |
| PEPG | $7.92M | 0.46% | 6.47% | +31.6% | Q3 2025 |
| AVTX | $7.21M | 0.42% | 1.96% | Not reported | Q2 2024 |
| HLXC | $5.08M | 0.29% | Not reported | New | Q1 2026 |
| LONA | $4.77M | 0.28% | 4.94% | Not reported | Q4 2025 |
| RLMD | $4.41M | 0.26% | 0.60% | Not reported | Q4 2020 |
| Q4 2025 | |||||
| RLAY | $144M | 9.57% | 9.78% | Not reported | Q2 2025 |
| ALKS | $99.3M | 6.61% | 2.14% | +14.6% | Q2 2024 |
| TYRA | $88.7M | 5.91% | 6.28% | Not reported | Q1 2025 |
| XENE | $80.7M | 5.37% | 2.25% | -33.3% | Q4 2020 |
| SYRE | $78.2M | 5.21% | 3.05% | +20.1% | Q3 2023 |
| COGT | $78M | 5.19% | 1.36% | -69.7% | Q4 2020 |
| ELVN | $72.3M | 4.81% | 7.90% | Not reported | Q1 2023 |
| CLDX | $69.7M | 4.64% | 3.85% | -15.3% | Q4 2020 |
| AMLX | $68.3M | 4.54% | 5.14% | +38.6% | Q3 2025 |
| TERN | $59.6M | 3.97% | 1.31% | -74.1% | Q3 2022 |
| KYMR | $58.4M | 3.88% | 0.92% | Not reported | Q2 2025 |
| SLNO | $55.6M | 3.70% | 2.30% | -11.1% | Q3 2023 |
| NUVL | $55.3M | 3.68% | 17.58% | -60.7% | Q4 2022 |
 ORKA | $53.1M | 3.54% | 3.60% | Not reported | Q3 2024 |
| PHVS | $52.4M | 3.49% | 2.90% | -21.9% | Q4 2023 |
| NRIX | $43.2M | 2.87% | 2.23% | -39.8% | Q3 2024 |
 PTGX | $39.3M | 2.62% | 0.72% | -56.1% | Q4 2020 |
| ASMB | $34M | 2.26% | 6.31% | Not reported | Q3 2025 |
| LBRX | $33.4M | 2.22% | 5.93% | Not reported | Q3 2025 |
 CTMX | $32.8M | 2.18% | 4.52% | Not reported | Q2 2025 |
| ANRO | $32.5M | 2.16% | 5.71% | New | Q4 2025 |
| PALI | $26.9M | 1.79% | 7.18% | New | Q4 2025 |
| MNMD | $26.8M | 1.78% | Not reported | -38.0% | Q1 2024 |
| CNTA | $25M | 1.66% | 0.67% | -64.9% | Q3 2024 |
| PEPG | $22.1M | 1.47% | 4.94% | +44.2% | Q3 2025 |
| SABS | $16.5M | 1.10% | 9.24% | Not reported | Q4 2023 |
 REPL | $13.9M | 0.92% | 1.79% | New | Q4 2025 |
| IKT | $11.1M | 0.74% | 4.10% | Not reported | Q4 2024 |
 CTNM | $9.33M | 0.62% | 3.53% | New | Q4 2025 |
| AVTX | $8.77M | 0.58% | 2.61% | Not reported | Q2 2024 |
| RAPT | $8.47M | 0.56% | 0.90% | New | Q4 2025 |
| LONA | $3.52M | 0.23% | 4.97% | New | Q4 2025 |
 DRUG | $1.47M | 0.10% | 0.25% | -96.2% | Q4 2024 |
| Q3 2025 | |||||
| MRUS | $332M | 16.20% | 4.65% | Not reported | Q3 2021 |
| NUVL | $121M | 5.91% | 44.74% | +1.8% | Q4 2022 |
| XENE | $108M | 5.29% | 3.50% | -10.7% | Q4 2020 |
| COGT | $104M | 5.08% | 5.19% | +213.7% | Q4 2020 |
| ELVN | $96.1M | 4.69% | 7.92% | Not reported | Q1 2023 |
 AGIO | $93.9M | 4.58% | 4.01% | +0.6% | Q1 2025 |
| ALKS | $92.9M | 4.54% | 1.88% | +26.4% | Q2 2024 |
| SLNO | $91.3M | 4.46% | 2.51% | +121.3% | Q3 2023 |
| RLAY | $88.7M | 4.33% | 9.85% | +27.3% | Q2 2025 |
| CLDX | $78.3M | 3.82% | 4.56% | -12.2% | Q4 2020 |
| CNTA | $69.1M | 3.37% | 2.12% | -13.6% | Q3 2024 |
 VRDN | $69.1M | 3.37% | 3.89% | -34.4% | Q1 2021 |
| PTGX | $68.1M | 3.32% | 1.64% | -4.7% | Q4 2020 |
| PHVS | $60.3M | 2.95% | 4.45% | +26.5% | Q4 2023 |
| CDTX | $56M | 2.73% | 1.99% | -50.2% | Q2 2025 |
| AMLX | $55.4M | 2.70% | 3.71% | New | Q3 2025 |
| TYRA | $47.2M | 2.30% | 6.33% | +8.9% | Q1 2025 |
| TERN | $42.8M | 2.09% | 6.51% | Not reported | Q3 2022 |
| KYMR | $42.5M | 2.07% | 1.05% | Not reported | Q2 2025 |
| MNMD | $38M | 1.86% | Not reported | -35.5% | Q1 2024 |
| NRIX | $34.9M | 1.71% | 4.92% | -4.3% | Q3 2024 |
| ORKA | $33.7M | 1.65% | 3.62% | +23.5% | Q3 2024 |
| SYRE | $33.3M | 1.63% | 3.29% | Not reported | Q3 2023 |
| DRUG | $30.3M | 1.48% | 6.55% | Not reported | Q4 2024 |
| ASMB | $25.6M | 1.25% | 6.32% | New | Q3 2025 |
| CTMX | $24.5M | 1.20% | 4.66% | Not reported | Q2 2025 |
| LBRX | $23.7M | 1.16% | 5.93% | New | Q3 2025 |
| TNGX | $12.6M | 0.62% | 1.34% | Not reported | Q2 2025 |
| APGE | $11.5M | 0.56% | 0.49% | Not reported | Q3 2023 |
| PEPG | $10.9M | 0.53% | 7.19% | New | Q3 2025 |
 ENTA | $9.58M | 0.47% | 3.74% | Not reported | Q3 2022 |
| SABS | $8.85M | 0.43% | 9.27% | Not reported | Q4 2023 |
| IKT | $8.74M | 0.43% | 7.22% | Not reported | Q4 2024 |
 FRNM | $7.92M | 0.39% | 8.42% | Not reported | Q2 2024 |
| AVTX | $6.14M | 0.30% | 2.71% | Not reported | Q2 2024 |
| VTGN | $5.59M | 0.27% | 5.13% | Not reported | Q4 2020 |
 CBIO | $5.36M | 0.26% | 3.25% | -0.6% | Q2 2025 |