Commodore Capital LP
NEW YORK, NY
$1.7bn in 33 US stocks at the end of 30 June 2026. The top 10 are 68.2% of the money. It changed about 25.4% of the portfolio this quarter.
Value
$1.7bn
Stocks
33
Top 10 share
68.2%
Turnover
25.4%
What changed this quarter
New
Bought for the first time this quarter.
- Tango TherapeuticsTNGX4.2% of the fund
- Editas MedicineEDIT1.7% of the fund
- InflaRxIFRX1.0% of the fund
- Research Alliance Corp IIIRACC0.3% of the fund
- Vistagen TherapeuticsVTGN<0.1% of the fund
Added
Bought more of a stock they already held.
- Cogent BiosciencesCOGT7.0% of the fund+6%
- EyePointEYPT3.9% of the fund+63%
- Assembly BiosciencesASMB2.3% of the fund+42%
- Avalo TherapeuticsAVTX1.1% of the fund+111%
- AN2 TherapeuticsANTX0.8% of the fund+26%
- Relmada TherapeuticsRLMD0.6% of the fund+125%
Cut
Sold some of their stake.
- Relay TherapeuticsRLAY13.4% of the fund-29%
- Alkermes plc.ALKS9.4% of the fund-29%
- Spyre TherapeuticsSYRE4.5% of the fund-56%
- Tyra BiosciencesTYRA3.6% of the fund-24%
- Celldex TherapeuticsCLDX3.0% of the fund-50%
- PharvarisPHVS2.9% of the fund-26%
- Kymera TherapeuticsKYMR1.7% of the fund-67%
- Nuvalent0.7% of the fund-88%
- SAB BiotherapeuticsSABS0.7% of the fund-35%
Sold out
Sold their entire stake.
- ErascaERAS-100%
- Xenon PharmaceuticalsXENE-100%
- Nurix TherapeuticsNRIX-100%
- Corvus PharmaceuticalsCRVS-100%
- Soleno Therapeutics-100%
- Ocular TherapeutixOCUL-100%
- Palisade BIOPALI-100%
- Karyopharm TherapeuticsKPTI-100%
Holdings
- Damora Therapeutics
- Share
- 3.0%
- Value
- $50m
- Shares
- 1,939,000
Held
- Nuvalent
- Share
- 0.7%
- Value
- $12m
- Shares
- 100,000
-88%
- Research Alliance Corp IIIRACC
- Share
- 0.3%
- Value
- $5m
- Shares
- 500,000
New
- Helix Acquisition Corp. IIIHLXC
- Share
- 0.3%
- Value
- $5m
- Shares
- 500,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Relay TherapeuticsRLAY | 13.4% | $225m | 12,000,000 | -29% |
| Enliven TherapeuticsELVN | 9.9% | $166m | 3,275,000 | Held |
| Alkermes plc.ALKS | 9.4% | $157m | 3,000,000 | -29% |
| Cogent BiosciencesCOGT | 7.0% | $118m | 3,050,000 | +6% |
| Amylyx PharmaceuticalsAMLX | 6.0% | $101m | 5,650,000 | Held |
| Definium TherapeuticsDFTX | 5.6% | $94m | 2,000,000 | Held |
| Spyre TherapeuticsSYRE | 4.5% | $75m | 846,786 | -56% |
| Alto NeuroscienceANRO | 4.3% | $72m | 2,723,196 | Held |
| Tango TherapeuticsTNGX | 4.2% | $70m | 2,250,000 | New |
| EyePointEYPT | 3.9% | $66m | 4,600,000 | +63% |
| Tyra BiosciencesTYRA | 3.6% | $60m | 1,875,000 | -24% |
| Damora Therapeutics | 3.0% | $50m | 1,939,000 | Held |
| Celldex TherapeuticsCLDX | 3.0% | $50m | 1,350,000 | -50% |
| PharvarisPHVS | 2.9% | $49m | 1,425,000 | -26% |
| LB PharmaceuticalsLBRX | 2.9% | $49m | 1,500,000 | Held |
| Assembly BiosciencesASMB | 2.3% | $39m | 1,415,000 | +42% |
| Editas MedicineEDIT | 1.7% | $29m | 8,889,000 | New |
| Kymera TherapeuticsKYMR | 1.7% | $29m | 250,000 | -67% |
| Perspective TherapeuticsCATX | 1.3% | $22m | 6,336,782 | Held |
| Century TherapeuticsIPSC | 1.3% | $21m | 8,695,652 | Held |
| Zura BioZURA | 1.1% | $19m | 3,250,000 | Held |
| Avalo TherapeuticsAVTX | 1.1% | $19m | 1,018,319 | +111% |
| InflaRxIFRX | 1.0% | $16m | 7,300,000 | New |
| AN2 TherapeuticsANTX | 0.8% | $14m | 2,933,680 | +26% |
| Nuvalent | 0.7% | $12m | 100,000 | -88% |
| SAB BiotherapeuticsSABS | 0.7% | $11m | 2,870,000 | -35% |
| Inhibikase TherapeuticsIKT | 0.7% | $11m | 5,397,488 | Held |
| Relmada TherapeuticsRLMD | 0.6% | $10m | 1,425,000 | +125% |
| PepGenPEPG | 0.5% | $8m | 4,475,000 | Held |
| Research Alliance Corp IIIRACC | 0.3% | $5m | 500,000 | New |
| Helix Acquisition Corp. IIIHLXC | 0.3% | $5m | 500,000 | Held |
| LeonaBioLONA | 0.3% | $4m | 464,398 | Held |
| Vistagen TherapeuticsVTGN | <0.1% | $630,228 | 2,788,620 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.5% since 30 June 2025.
Where the money is
Health care95.9%
Financial services0.3%
Other3.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.