Commodore Capital Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Commodore Capital Lp disclosed 25 stock positions valued at approximately $1.68B as of quarter-end June 30, 2026. The largest holdings include RELAY THERAPEUTICS INC, ENLIVEN THERAPEUTICS INC, and ALKERMES PLC.
- Report Period
- June 30, 2026
- No. of Stocks
- 25
- Portfolio Value
- $1.68B
Holdings by Sector
Commodore Capital Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 13.37% | 12,000,000 | -5,000,000 | -29.41% | $224,520,000 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 9.90% | 3,275,000 | - | - | $166,206,250 |
| ALKERMES PLC | ALKS | Healthcare | 9.36% | 3,000,000 | -1,200,000 | -28.57% | $157,185,000 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 7.03% | 3,050,000 | +161,993 | +5.61% | $118,035,000 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 6.04% | 5,650,000 | - | - | $101,474,000 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 4.48% | 846,786 | -1,065,594 | -55.72% | $75,177,661 |
| ALTO NEUROSCIENCE INC | ANRO | Healthcare | 4.28% | 2,723,196 | - | - | $71,865,142 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 4.19% | 2,250,000 | +2,250,000 | +100.00% | $70,335,000 |
| EYEPOINT INC | EYPT | Healthcare | 3.92% | 4,600,000 | +1,775,000 | +62.83% | $65,780,000 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 3.57% | 1,875,000 | -600,000 | -24.24% | $59,887,500 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 2.99% | 1,350,000 | -1,346,616 | -49.94% | $50,233,500 |
| PHARVARIS N V | PHVS | Other | 2.93% | 1,425,000 | -493,970 | -25.74% | $49,276,500 |
| ASSEMBLY BIOSCIENCES INC | ASMB | Healthcare | 2.32% | 1,415,000 | +415,000 | +41.50% | $38,884,200 |
| EDITAS MEDICINE INC | EDIT | Healthcare | 1.72% | 8,889,000 | +8,889,000 | +100.00% | $28,800,360 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 1.71% | 250,000 | -500,000 | -66.67% | $28,667,500 |
| PERSPECTIVE THERAPEUTICS INC | CATX | Healthcare | 1.29% | 6,336,782 | - | - | $21,608,427 |
| CENTURY THERAPEUTICS INC | IPSC | Healthcare | 1.27% | 8,695,652 | - | - | $21,304,347 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 1.12% | 1,018,319 | +535,319 | +110.83% | $18,818,535 |
| AN2 THERAPEUTICS INC | ANTX | Healthcare | 0.85% | 2,933,680 | +599,967 | +25.71% | $14,199,011 |
| NUVALENT INC | NUVL | Healthcare | 0.74% | 100,000 | -733,600 | -88.00% | $12,350,000 |
| SAB BIOTHERAPEUTICS INC | SABS | Healthcare | 0.67% | 2,870,000 | -1,531,500 | -34.79% | $11,193,000 |
| INHIBIKASE THERAPEUTICS INC | IKT | Healthcare | 0.65% | 5,397,488 | - | - | $10,956,901 |
| RELMADA THERAPEUTICS INC | RLMD | Healthcare | 0.59% | 1,425,000 | +791,099 | +124.80% | $9,861,000 |
| PEPGEN INC | PEPG | Healthcare | 0.48% | 4,475,000 | - | - | $8,055,000 |
| VISTAGEN THERAPEUTICS INC | VTGN | Healthcare | 0.04% | 2,788,620 | +2,788,620 | +100.00% | $630,228 |
Showing 25 of 25 holdings in the latest reporting period.