Commodore Capital LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.2T
Holdings
32
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRUSMERUS N V | 4,747,373 | $130.6B | 11.30% | |
| 2 | XENEXENON PHARMACEUTICALS INC | 2,167,793 | $99.8B | 8.64% | |
| 3 | NUVLNUVALENT INC | 1,331,037 | $98.0B | 8.47% | |
| 4 | VERAVERA THERAPEUTICS INC | 5,450,000 | $83.8B | 7.25% | |
| 5 | RYTMRHYTHM PHARMACEUTICALS INC | 1,550,000 | $71.3B | 6.16% | |
| 6 | PCVXVAXCYTE INC | 1,100,000 | $69.1B | 5.98% | |
| 7 | CABACABALETTA BIO INC | 1,900,000 | $43.1B | 3.73% | |
| 8 | IMVTIMMUNOVANT INC | 1,000,000 | $42.1B | 3.65% | |
| 9 | VRDNVIRIDIAN THERAPEUTICS INC | 1,924,074 | $41.9B | 3.63% | |
| 10 | ARVNARVINAS INC | 1,000,000 | $41.2B | 3.56% | |
| 11 | SYRESPYRE THERAPEUTICS INC | 1,884,084 | $40.5B | 3.51% | |
| 12 | ELVNENLIVEN THERAPEUTICS INC | 2,901,816 | $40.2B | 3.47% | |
| 13 | COGTCOGENT BIOSCIENCES INC | 5,566,026 | $32.7B | 2.83% | |
| 14 | NVLSEURALPINE IMMUNE SCIENCES INC | 1,610,000 | $30.7B | 2.66% | |
| 15 | SLNOSOLENO THERAPEUTICS INC | 700,000 | $28.2B | 2.44% | |
| 16 | TCE2CELLDEX THERAPEUTICS INC NEW | 701,967 | $27.8B | 2.41% | |
| 17 | CELCCELCUITY INC | 1,754,704 | $25.6B | 2.21% | |
| 18 | —RAYZEBIO INC | 383,638 | $23.9B | 2.06% | |
| 19 | PHVSPHARVARIS N V | 800,000 | $22.4B | 1.94% | |
| 20 | CCCCC4 THERAPEUTICS INC | 3,800,000 | $21.5B | 1.86% | |
| 21 | ABVXABIVAX SA | 1,895,003 | $20.3B | 1.75% | |
| 22 | NKTXNKARTA INC | 2,730,000 | $18.0B | 1.56% | |
| 23 | KURAKURA ONCOLOGY INC | 1,248,062 | $17.9B | 1.55% | |
| 24 | HARPUSDHARPOON THERAPEUTICS INC | 1,500,000 | $17.1B | 1.48% | |
| 25 | AKROAKERO THERAPEUTICS INC | 565,000 | $13.2B | 1.14% | |
| 26 | SABSSAB BIOTHERAPEUTICS INC | 1,831,746 | $12.6B | 1.09% | |
| 27 | DYNDYNE THERAPEUTICS INC | 900,000 | $12.0B | 1.04% | |
| 28 | VTGNVISTAGEN THERAPEUTICS INC | 1,575,000 | $8.1B | 0.70% | |
| 29 | THRDTHIRD HARMONIC BIO INC | 706,706 | $7.8B | 0.67% | |
| 30 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 10,000,000 | $7.5B | 0.65% | |
| 31 | APGEAPOGEE THERAPEUTICS INC | 250,000 | $7.0B | 0.60% | |
| 32 | —DBV TECHNOLOGIES S A | 92,687 | $88.3M | 0.01% |