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Commodore Capital LP

Portfolio Manager
Commodore Capital LP
Performance
+27.42% (2026 Q1)
AUM (13F)
$1.73B
# of Holdings
36
Performance Rank
Allocation (Top 20)
87.07%

Commodore Capital LP Holdings Map

Top 36 Commodore Capital LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RLAY
RELAY THERAPEUTICS INC
9.79%17.00M$169.2M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 13.35M shares2025-Q3: 17.00M shares2025-Q4: 17.00M shares2026-Q1: 17.00M shares
$3.36(+455.33%)
2026-03-31
ALKS
ALKERMES PLC
8.59%4.20M$148.5M
+18.31%(+650.00K)
2025-Q1: 1.95M shares2025-Q2: 2.45M shares2025-Q3: 3.10M shares2025-Q4: 3.55M shares2026-Q1: 4.20M shares
$28.21(+93.46%)
2026-03-31
ELVN
ENLIVEN THERAPEUTICS INC
7.43%3.27M$128.4M
-30.21%(-1.42M)
2025-Q1: 4.67M shares2025-Q2: 4.69M shares2025-Q3: 4.69M shares2025-Q4: 4.69M shares2026-Q1: 3.27M shares
$18.84(+164.43%)
2026-03-31
COGT
COGENT BIOSCIENCES INC
6.43%2.89M$111.2M
+31.46%(+691.16K)
2025-Q1: 8.89M shares2025-Q2: 2.31M shares2025-Q3: 7.25M shares2025-Q4: 2.20M shares2026-Q1: 2.89M shares
$16.40(+135.97%)
2026-03-31
SYRE
SPYRE THERAPEUTICS INC
5.58%1.91M$96.5M
-19.93%(-475.87K)
2025-Q1: 1.99M shares2025-Q2: 1.99M shares2025-Q3: 1.99M shares2025-Q4: 2.39M shares2026-Q1: 1.91M shares
$18.44(+369.89%)
2026-03-31
TYRA
TYRA BIOSCIENCES INC
5.48%2.48M$94.8M
-26.67%(-900.00K)
2025-Q1: 950.0K shares2025-Q2: 3.10M shares2025-Q3: 3.38M shares2025-Q4: 3.38M shares2026-Q1: 2.48M shares
$10.39(+194.84%)
2026-03-31
CLDX
CELLDEX THERAPEUTICS INC NEW
4.95%2.70M$85.5M
+5.13%(+131.62K)
2025-Q1: 3.20M shares2025-Q2: 3.45M shares2025-Q3: 3.03M shares2025-Q4: 2.56M shares2026-Q1: 2.70M shares
$27.34(+40.34%)
2026-03-31
NUVL
NUVALENT INC
4.94%833.6K$85.4M
+51.56%(+283.60K)
2025-Q1: 1.85M shares2025-Q2: 1.38M shares2025-Q3: 1.40M shares2025-Q4: 550.0K shares2026-Q1: 833.6K shares
$76.97(+60.74%)
2026-03-31
AMLX
AMYLYX PHARMACEUTICALS INC
4.54%5.65M$78.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 4.08M shares2025-Q4: 5.65M shares2026-Q1: 5.65M shares
$10.79(+69.32%)
2026-03-31
KYMR
KYMERA THERAPEUTICS INC
3.61%750.0K$62.5M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 750.0K shares2025-Q3: 750.0K shares2025-Q4: 750.0K shares2026-Q1: 750.0K shares
$36.63(+209.88%)
2026-03-31

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