Commodore Capital LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.0T
Holdings
37
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRUSMERUS N V | 3,525,000 | $331.9B | 16.20% | |
| 2 | NUVLNUVALENT INC | 1,400,000 | $121.1B | 5.91% | |
| 3 | XENEXENON PHARMACEUTICALS INC | 2,700,000 | $108.4B | 5.29% | |
| 4 | COGTCOGENT BIOSCIENCES INC | 7,250,000 | $104.1B | 5.08% | |
| 5 | ELVNENLIVEN THERAPEUTICS INC | 4,692,809 | $96.1B | 4.69% | |
| 6 | AGIOAGIOS PHARMACEUTICALS INC | 2,338,287 | $93.9B | 4.58% | |
| 7 | ALKSALKERMES PLC | 3,096,754 | $92.9B | 4.54% | |
| 8 | SLNOSOLENO THERAPEUTICS INC | 1,350,000 | $91.3B | 4.46% | |
| 9 | RLAYRELAY THERAPEUTICS INC | 17,000,000 | $88.7B | 4.33% | |
| 10 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,028,335 | $78.3B | 3.82% | |
| 11 | CNTACENTESSA PHARMACEUTICALS PLC | 2,850,000 | $69.1B | 3.37% | |
| 12 | VRDNVIRIDIAN THERAPEUTICS INC | 3,200,000 | $69.1B | 3.37% | |
| 13 | PTGXPROTAGONIST THERAPEUTICS INC | 1,025,000 | $68.1B | 3.32% | |
| 14 | PHVSPHARVARIS N V | 2,418,476 | $60.3B | 2.95% | |
| 15 | CDTXCIDARA THERAPEUTICS INC | 585,000 | $56.0B | 2.73% | |
| 16 | AMLXAMYLYX PHARMACEUTICALS INC | 4,075,478 | $55.4B | 2.70% | |
| 17 | TYRATYRA BIOSCIENCES INC | 3,375,000 | $47.2B | 2.30% | |
| 18 | TERNTERNS PHARMACEUTICALS INC | 5,700,000 | $42.8B | 2.09% | |
| 19 | KYMRKYMERA THERAPEUTICS INC | 750,000 | $42.5B | 2.07% | |
| 20 | BRD1EURMIND MEDICINE MINDMED INC | 3,225,000 | $38.0B | 1.86% | |
| 21 | NRIXNURIX THERAPEUTICS INC | 3,780,055 | $34.9B | 1.71% | |
| 22 | ORKAORUKA THERAPEUTICS INC | 1,753,054 | $33.7B | 1.65% | |
| 23 | SYRESPYRE THERAPEUTICS INC | 1,988,084 | $33.3B | 1.63% | |
| 24 | DRUGBRIGHT MINDS BIOSCIENCES INC | 500,000 | $30.3B | 1.48% | |
| 25 | ASMBASSEMBLY BIOSCIENCES INC | 1,000,000 | $25.6B | 1.25% | |
| 26 | CTMXCYTOMX THERAPEUTICS INC | 7,692,300 | $24.5B | 1.20% | |
| 27 | LBRXLB PHARMACEUTICALS INC | 1,500,000 | $23.7B | 1.16% | |
| 28 | TNGXTANGO THERAPEUTICS INC | 1,500,000 | $12.6B | 0.62% | |
| 29 | APGEAPOGEE THERAPEUTICS INC | 290,000 | $11.5B | 0.56% | |
| 30 | PEPGPEPGEN INC | 2,357,319 | $10.9B | 0.53% | |
| 31 | ENTAENANTA PHARMACEUTICALS INC | 800,000 | $9.6B | 0.47% | |
| 32 | SABSSAB BIOTHERAPEUTICS INC | 4,401,500 | $8.8B | 0.43% | |
| 33 | IKTINHIBIKASE THERAPEUTICS INC | 5,397,488 | $8.7B | 0.43% | |
| 34 | —PERCEPTIVE CAP SOLUTIONS COR | 750,000 | $7.9B | 0.39% | |
| 35 | AVTXAVALO THERAPEUTICS INC | 483,000 | $6.1B | 0.30% | |
| 36 | VTGNVISTAGEN THERAPEUTICS INC | 1,575,000 | $5.6B | 0.27% | |
| 37 | CBIOCRESCENT BIOPHARMA INC. | 450,829 | $5.4B | 0.26% |