Commodore Capital Lp Portfolio Stock Holdings
Commodore Capital Lp disclosed 36 stock positions valued at approximately $1.7 billion in its latest SEC 13F filing. The largest holdings include RELAY THERAPEUTICS INC, ALKERMES PLC, and ENLIVEN THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 36
- Portfolio Value
- $1.7B
Holdings by Sector
Commodore Capital Lp Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 9.79% | 17,000,000 | - | - | $169,150,000 |
| ALKERMES PLC | G01767105 | Other | 8.59% | 4,200,000 | +650,000 | +18.31% | $148,512,000 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 7.43% | 3,275,000 | -1,417,809 | -30.21% | $128,380,000 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 6.43% | 2,888,007 | +691,162 | +31.46% | $111,159,389 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 5.58% | 1,912,380 | -475,865 | -19.93% | $96,460,447 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 5.48% | 2,475,000 | -900,000 | -26.67% | $94,792,500 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 4.95% | 2,696,616 | +131,616 | +5.13% | $85,536,660 |
| NUVALENT INC | NUVL | Healthcare | 4.94% | 833,600 | +283,600 | +51.56% | $85,402,320 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 4.54% | 5,650,000 | - | - | $78,535,000 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 3.61% | 750,000 | - | - | $62,467,500 |
| ALTO NEUROSCIENCE INC | ANRO | Healthcare | 3.54% | 2,723,196 | +900,000 | +49.36% | $61,217,446 |
| PHARVARIS N V | PHVS | Other | 3.14% | 1,918,970 | +29,525 | +1.56% | $54,210,903 |
| ERASCA INC | ERAS | Healthcare | 2.97% | 3,175,000 | +3,175,000 | +100.00% | $51,371,500 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 2.78% | 825,000 | -975,000 | -54.17% | $47,973,750 |
| EYEPOINT INC | EYPT | Healthcare | 2.11% | 2,825,000 | +2,825,000 | +100.00% | $36,414,250 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 2.04% | 2,275,000 | - | - | $35,262,500 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 1.91% | 2,258,735 | +2,258,735 | +100.00% | $33,045,293 |
| ASSEMBLY BIOSCIENCES INC | ASMB | Healthcare | 1.61% | 1,000,000 | - | - | $27,750,000 |
| PERSPECTIVE THERAPEUTICS INC | CATX | Healthcare | 1.53% | 6,336,782 | +6,336,782 | +100.00% | $26,424,381 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 1.26% | 652,432 | -547,568 | -45.63% | $21,843,423 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 1.26% | 2,575,000 | +2,575,000 | +100.00% | $21,810,250 |
| CENTURY THERAPEUTICS INC | IPSC | Healthcare | 1.14% | 8,695,652 | +8,695,652 | +100.00% | $19,652,174 |
| SAB BIOTHERAPEUTICS INC | SABS | Healthcare | 0.98% | 4,401,500 | - | - | $16,857,745 |
| INHIBIKASE THERAPEUTICS INC | IKT | Healthcare | 0.52% | 5,397,488 | - | - | $9,067,780 |
| AN2 THERAPEUTICS INC | ANTX | Healthcare | 0.46% | 2,333,713 | +2,333,713 | +100.00% | $7,981,298 |
| PEPGEN INC | PEPG | Healthcare | 0.46% | 4,475,000 | +1,075,000 | +31.62% | $7,920,750 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.42% | 483,000 | - | - | $7,211,190 |
| RELMADA THERAPEUTICS INC | RLMD | Healthcare | 0.26% | 633,901 | +633,901 | +100.00% | $4,411,951 |