Commodore Capital LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.5T
Holdings
33
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RLAYRELAY THERAPEUTICS INC | 17,000,000 | $143.8B | 9.57% | |
| 2 | ALKSALKERMES PLC | 3,550,000 | $99.3B | 6.61% | |
| 3 | TYRATYRA BIOSCIENCES INC | 3,375,000 | $88.7B | 5.91% | |
| 4 | XENEXENON PHARMACEUTICALS INC | 1,800,000 | $80.7B | 5.37% | |
| 5 | SYRESPYRE THERAPEUTICS INC | 2,388,245 | $78.2B | 5.21% | |
| 6 | COGTCOGENT BIOSCIENCES INC | 2,196,845 | $78.0B | 5.19% | |
| 7 | ELVNENLIVEN THERAPEUTICS INC | 4,692,809 | $72.3B | 4.81% | |
| 8 | TCE2CELLDEX THERAPEUTICS INC NEW | 2,565,000 | $69.7B | 4.64% | |
| 9 | AMLXAMYLYX PHARMACEUTICALS INC | 5,650,000 | $68.3B | 4.54% | |
| 10 | TERNTERNS PHARMACEUTICALS INC | 1,475,000 | $59.6B | 3.97% | |
| 11 | KYMRKYMERA THERAPEUTICS INC | 750,000 | $58.4B | 3.88% | |
| 12 | SLNOSOLENO THERAPEUTICS INC | 1,200,000 | $55.6B | 3.70% | |
| 13 | NUVLNUVALENT INC | 550,000 | $55.3B | 3.68% | |
| 14 | ORKAORUKA THERAPEUTICS INC | 1,753,054 | $53.1B | 3.54% | |
| 15 | PHVSPHARVARIS N V | 1,889,445 | $52.4B | 3.49% | |
| 16 | NRIXNURIX THERAPEUTICS INC | 2,275,000 | $43.2B | 2.87% | |
| 17 | PTGXPROTAGONIST THERAPEUTICS INC | 450,000 | $39.3B | 2.62% | |
| 18 | ASMBASSEMBLY BIOSCIENCES INC | 1,000,000 | $34.0B | 2.26% | |
| 19 | LBRXLB PHARMACEUTICALS INC | 1,500,000 | $33.4B | 2.22% | |
| 20 | CTMXCYTOMX THERAPEUTICS INC | 7,692,300 | $32.8B | 2.18% | |
| 21 | ANROALTO NEUROSCIENCE INC | 1,823,196 | $32.5B | 2.16% | |
| 22 | PALIPALISADE BIO INC | 11,445,000 | $26.9B | 1.79% | |
| 23 | BRD1EURMIND MEDICINE MINDMED INC | 2,000,000 | $26.8B | 1.78% | |
| 24 | CNTACENTESSA PHARMACEUTICALS PLC | 1,000,000 | $25.0B | 1.66% | |
| 25 | PEPGPEPGEN INC | 3,400,000 | $22.1B | 1.47% | |
| 26 | SABSSAB BIOTHERAPEUTICS INC | 4,401,500 | $16.5B | 1.10% | |
| 27 | REPLREPLIMUNE GROUP INC | 1,425,000 | $13.9B | 0.92% | |
| 28 | IKTINHIBIKASE THERAPEUTICS INC | 5,397,488 | $11.1B | 0.74% | |
| 29 | CTNMCONTINEUM THERAPEUTICS INC | 816,326 | $9.3B | 0.62% | |
| 30 | AVTXAVALO THERAPEUTICS INC | 483,000 | $8.8B | 0.58% | |
| 31 | RAPTRAPT THERAPEUTICS INC | 250,000 | $8.5B | 0.56% | |
| 32 | LONAATHIRA PHARMA INC | 464,398 | $3.5B | 0.23% | |
| 33 | DRUGBRIGHT MINDS BIOSCIENCES INC | 18,851 | $1.5B | 0.10% |