Commodore Capital LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.4T
Holdings
33
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRUSMERUS N V | 3,525,000 | $185.4B | 13.09% | |
| 2 | NUVLNUVALENT INC | 1,375,000 | $104.9B | 7.41% | |
| 3 | XENEXENON PHARMACEUTICALS INC | 3,025,000 | $94.7B | 6.68% | |
| 4 | ELVNENLIVEN THERAPEUTICS INC | 4,692,809 | $94.1B | 6.64% | |
| 5 | AGIOAGIOS PHARMACEUTICALS INC | 2,325,000 | $77.3B | 5.46% | |
| 6 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,450,000 | $70.2B | 4.96% | |
| 7 | ALKSALKERMES PLC | 2,450,000 | $70.1B | 4.95% | |
| 8 | VRDNVIRIDIAN THERAPEUTICS INC | 4,875,000 | $68.2B | 4.81% | |
| 9 | PTGXPROTAGONIST THERAPEUTICS INC | 1,075,000 | $59.4B | 4.19% | |
| 10 | CDTXCIDARA THERAPEUTICS INC | 1,175,000 | $57.2B | 4.04% | |
| 11 | SRRKSCHOLAR ROCK HLDG CORP | 1,450,000 | $51.4B | 3.63% | |
| 12 | SLNOSOLENO THERAPEUTICS INC | 610,000 | $51.1B | 3.61% | |
| 13 | RLAYRELAY THERAPEUTICS INC | 13,350,000 | $46.2B | 3.26% | |
| 14 | NRIXNURIX THERAPEUTICS INC | 3,948,653 | $45.0B | 3.17% | |
| 15 | CNTACENTESSA PHARMACEUTICALS PLC | 3,298,289 | $43.3B | 3.06% | |
| 16 | PHVSPHARVARIS N V | 1,911,433 | $33.6B | 2.37% | |
| 17 | KYMRKYMERA THERAPEUTICS INC | 750,000 | $32.7B | 2.31% | |
| 18 | BRD1EURMIND MEDICINE MINDMED INC | 5,000,000 | $32.5B | 2.29% | |
| 19 | SYRESPYRE THERAPEUTICS INC | 1,988,084 | $29.8B | 2.10% | |
| 20 | TYRATYRA BIOSCIENCES INC | 3,100,000 | $29.7B | 2.09% | |
| 21 | VERAVERA THERAPEUTICS INC | 800,000 | $18.8B | 1.33% | |
| 22 | CTMXCYTOMX THERAPEUTICS INC | 7,692,300 | $17.5B | 1.23% | |
| 23 | COGTCOGENT BIOSCIENCES INC | 2,311,164 | $16.6B | 1.17% | |
| 24 | ORKAORUKA THERAPEUTICS INC | 1,419,714 | $15.9B | 1.12% | |
| 25 | DRUGBRIGHT MINDS BIOSCIENCES INC | 500,000 | $13.1B | 0.92% | |
| 26 | APGEAPOGEE THERAPEUTICS INC | 290,000 | $12.6B | 0.89% | |
| 27 | IKTINHIBIKASE THERAPEUTICS INC | 5,397,488 | $10.5B | 0.74% | |
| 28 | —PERCEPTIVE CAP SOLUTIONS COR | 750,000 | $8.0B | 0.56% | |
| 29 | TNGXTANGO THERAPEUTICS INC | 1,500,000 | $7.7B | 0.54% | |
| 30 | CBIOCRESCENT BIOPHARMA INC. | 453,686 | $7.3B | 0.52% | |
| 31 | NGNENEUROGENE INC | 427,866 | $6.4B | 0.45% | |
| 32 | VTGNVISTAGEN THERAPEUTICS INC | 1,575,000 | $3.1B | 0.22% | |
| 33 | AVTXAVALO THERAPEUTICS INC | 483,000 | $2.4B | 0.17% |