Commodore Capital LP
CIK: 0001831942SEC EDGAR →
Portfolio Value
$1.5B
Holdings
33
As of
Q4 2025
New Positions
7
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | RELAY THERAPEUTICS INC | 17,000,000 | $143.8M | 9.57% |
| 2 | ALKERMES PLC | 3,550,000 | $99.3M | 6.61% |
| 3 | TYRA BIOSCIENCES INC | 3,375,000 | $88.7M | 5.91% |
| 4 | XENON PHARMACEUTICALS INC | 1,800,000 | $80.7M | 5.37% |
| 5 | SPYRE THERAPEUTICS INC | 2,388,245 | $78.2M | 5.21% |
| 6 | COGENT BIOSCIENCES INC | 2,196,845 | $78.0M | 5.19% |
| 7 | ENLIVEN THERAPEUTICS INC | 4,692,809 | $72.3M | 4.81% |
| 8 | CELLDEX THERAPEUTICS INC NEW | 2,565,000 | $69.7M | 4.64% |
| 9 | AMYLYX PHARMACEUTICALS INC | 5,650,000 | $68.3M | 4.54% |
| 10 | TERNS PHARMACEUTICALS INC | 1,475,000 | $59.6M | 3.97% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 31 | $1.4B | 93.6% |
| Unknown | 2 | $96.4M | 6.4% |