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Commodore Capital LP

CIK 1831942 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Commodore Capital LP reported 33 US-listed holdings worth $1.68 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Relay Therapeutics Inc. (13.4%), Enliven Therapeutics Inc. (9.9%) and Alkermes plc. (9.4%). Against the quarter before, it opened 5 positions, added to 6, trimmed 9 and sold out of 8.

Reported holdings$1.68B-2.9% on Q1 2026
Positions33-3 on Q1 2026
The largest ten68.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeldTrimmed
RLAY13.4%ELVN9.9%ALKS9.4%COGT7.0%AMLX6.0%DFTX5.6%SYRE4.5%ANRO4.3%TNGX4.2%EYPT3.9%TYRA3.6%DMRA3.0%CLDX3.0%PHVS2.9%19 more19.3%

The 14 largest of its 33 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.60 billion in 36 positions$1.60BQ3 24Q4 2024: $1.36 billion in 31 positions$1.36BQ4 24Q1 2025: $1.36 billion in 31 positions$1.36BQ1 25Q2 2025: $1.42 billion in 33 positions$1.42BQ2 25Q3 2025: $2.05 billion in 37 positions$2.05BQ3 25Q4 2025: $1.50 billion in 33 positions$1.50BQ4 25Q1 2026: $1.73 billion in 36 positions$1.73BQ1 26Q2 2026: $1.68 billion in 33 positions$1.68BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 6Held 13Trimmed 9Sold out 8
Opened: 5Added: 6Held: 13Trimmed: 9Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Tango Therapeutics Inc. TNGX$70.3 million
  2. Editas Medicine, Inc. EDIT$28.8 million
  3. Inflarx NV IFRX$16.4 million
  4. Research Alliance Corp Iii Ord Shs Cl A RACC$5.3 million
  5. Vistagen Therapeutics Inc. VTGN$630,228

Added to 6

  1. Eyepoint Pharmaceuticals Inc. EYPT+1.8 million shares · +63%
  2. Assembly Biosciences Inc. ASMB+415,000 shares · +42%
  3. Avalo Therapeutics Inc. AVTX+535,319 shares · +111%
  4. Cogent Biosciences Inc. COGT+161,993 shares · +6%
  5. Relmada Therapeutics Inc. RLMD+791,099 shares · +125%
  6. AN2 Therapeutics Inc. ANTX+599,967 shares · +26%

Trimmed 9

  1. Spyre Therapeutics Inc. SYRE-1.1 million shares · -56%
  2. Relay Therapeutics Inc. RLAY-5.0 million shares · -29%
  3. Nuvalent Inc. NUVL-733,600 shares · -88%
  4. Alkermes plc. ALKS-1.2 million shares · -29%
  5. Kymera Therapeutics Inc. KYMR-500,000 shares · -67%
  6. Celldex Therapeutics Inc. CLDX-1.3 million shares · -50%
  7. Tyra Biosciences Inc. TYRA-600,000 shares · -24%
  8. Pharvaris N V PHVS-493,970 shares · -26%

and 1 more in the table below

Sold out of 8

  1. Erasca Inc. ERAS$51.4 million last quarter
  2. Xenon Pharmaceuticals Inc. XENE$48.0 million last quarter
  3. Nurix Therapeutics Inc. NRIX$35.3 million last quarter
  4. Corvus Pharmaceuticals Inc. CRVS$33.0 million last quarter
  5. Soleno Therapeutics Inc. SLNO$21.8 million last quarter
  6. Ocular Therapeutix Inc. OCUL$21.8 million last quarter
  7. Palisade Bio Inc. PALI$12.6 million last quarter
  8. Karyopharm Therapeutics Inc. KPTI$10.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Relay Therapeutics Inc. RLAY12,000,000$224.5 million13.37%-5,000,000
Enliven Therapeutics Inc. ELVN3,275,000$166.2 million9.90%no change
Alkermes plc. ALKS3,000,000$157.2 million9.36%-1,200,000
Cogent Biosciences Inc. COGT3,050,000$118.0 million7.03%+161,993
Amylyx Pharmaceuticals Inc. AMLX5,650,000$101.5 million6.04%no change
Definium Therapeutics Inc. DFTX2,000,000$94.1 million5.60%no change
Spyre Therapeutics Inc. SYRE846,786$75.2 million4.48%-1,065,594
Alto Neuroscience Inc. ANRO2,723,196$71.9 million4.28%no change
Tango Therapeutics Inc. TNGX2,250,000$70.3 million4.19%new
Eyepoint Pharmaceuticals Inc. EYPT4,600,000$65.8 million3.92%+1,775,000
Tyra Biosciences Inc. TYRA1,875,000$59.9 million3.57%-600,000
Galecto Inc. DMRA1,939,000$50.4 million3.00%no change
Celldex Therapeutics Inc. CLDX1,350,000$50.2 million2.99%-1,346,616
Pharvaris N V PHVS1,425,000$49.3 million2.93%-493,970
LB Pharmaceuticals Inc. LBRX1,500,000$48.7 million2.90%no change
Assembly Biosciences Inc. ASMB1,415,000$38.9 million2.32%+415,000
Editas Medicine, Inc. EDIT8,889,000$28.8 million1.72%new
Kymera Therapeutics Inc. KYMR250,000$28.7 million1.71%-500,000
Perspective Therapeutics Inc CATX6,336,782$21.6 million1.29%no change
Century Therapeutics Inc. IPSC8,695,652$21.3 million1.27%no change
Zura Bio Ltd ZURA3,250,000$19.2 million1.14%no change
Avalo Therapeutics Inc. AVTX1,018,319$18.8 million1.12%+535,319
Inflarx NV IFRX7,300,000$16.4 million0.97%new
AN2 Therapeutics Inc. ANTX2,933,680$14.2 million0.85%+599,967
Nuvalent Inc. NUVL100,000$12.3 million0.74%-733,600
Sab Biotherapeutics Inc. SABS2,870,000$11.2 million0.67%-1,531,500
Inhibikase Therapeutics Inc. IKT5,397,488$11.0 million0.65%no change
Relmada Therapeutics Inc. RLMD1,425,000$9.9 million0.59%+791,099
Pepgen Inc. PEPG4,475,000$8.1 million0.48%no change
Research Alliance Corp Iii Ord Shs Cl A RACC500,000$5.3 million0.32%new
Helix Acquisition Corp. III HLXC500,000$5.3 million0.32%no change
Athira Pharma Inc. LONA464,398$4.3 million0.25%no change
Vistagen Therapeutics Inc. VTGN2,788,620$630,2280.04%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.