StockDriftsStockDriftsTop 32 Commodore Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RLAY | RELAY THERAPEUTICS INC | 13.37% | 12.00M | $224.5M | -29.41%(-5.00M) | $3.36(+491.36%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 9.9% | 3.27M | $166.2M | +0.00%(+0) | $18.84(+212.19%) | 2026-06-30 | |
| ALKS | ALKERMES PLC | 9.36% | 3.00M | $157.2M | -28.57%(-1.20M) | $28.21(+73.89%) | 2026-06-30 | |
| COGT | COGENT BIOSCIENCES INC | 7.03% | 3.05M | $118.0M | +5.61%(+161.99K) | $17.49(+116.83%) | 2026-06-30 | |
| AMLX | AMYLYX PHARMACEUTICALS INC | 6.04% | 5.65M | $101.5M | +0.00%(+0) | $10.79(+100.46%) | 2026-06-30 | |
| DFTX | DEFINIUM THERAPEUTICS INC | 5.6% | 2.00M | $94.1M | +0.00%(+0) | $16.14(+164.04%) | 2026-06-30 | |
| SYRE | SPYRE THERAPEUTICS INC | 4.48% | 846.8K | $75.2M | -55.72%(-1.07M) | $18.44(+462.10%) | 2026-06-30 | |
| ANRO | ALTO NEUROSCIENCE INC | 4.28% | 2.72M | $71.9M | +0.00%(+0) | $13.96(+130.22%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 4.19% | 2.25M | $70.3M | new | $10.61(+141.32%) | 2026-06-30 | |
| EYPT | EYEPOINT INC | 3.92% | 4.60M | $65.8M | +62.83%(+1.77M) | $14.61(+0.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +39.72% | +172.73% | +16.63% | +115.84% |
| Top 20 Holdings Unweighted | +41.78% | +185.00% | +9.53% | +57.66% |
Commodore Capital LP reports $1.68B in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are RLAY (13.4%), ELVN (9.9%) and ALKS (9.4%). The top 20 holdings account for 91.87% of reported assets. Its disclosed equity book has returned +172.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Commodore Capital LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Commodore Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831942). View Commodore Capital LP’s 13F filings on SEC