Commodore Capital LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Commodore Capital LP disclosed 36 US equity positions worth $1.7bn in its Q1 2026 13F filing. The largest position was RLAY at 9.8% of the reported book, followed by ALKS and ELVN.
What did Commodore Capital LP own in Q1 2026? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RLAY RELAY THERAPEUTICS INC | Healthcare | 9.8% | $169.2m | 17,000,000 | – | |
| 2 | ALKS ALKERMES PLC | Healthcare | 8.6% | $148.5m | 4,200,000 | – | |
| 3 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 7.4% | $128.4m | 3,275,000 | – | |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.4% | $111.2m | 2,888,007 | – | |
| 5 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 5.6% | $96.5m | 1,912,380 | – | |
| 6 | TYRA TYRA BIOSCIENCES INC | Healthcare | 5.5% | $94.8m | 2,475,000 | – | |
| 7 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 4.9% | $85.5m | 2,696,616 | – | |
| 8 | NUVALENT INC | 4.9% | $85.4m | 833,600 | – | ||
| 9 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 4.5% | $78.5m | 5,650,000 | – | |
| 10 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 3.6% | $62.5m | 750,000 | – | |
| 11 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 3.5% | $61.2m | 2,723,196 | – | |
| 12 | PHVS PHARVARIS N V | Healthcare | 3.1% | $54.2m | 1,918,970 | – | |
| 13 | ERAS ERASCA INC | Healthcare | 3.0% | $51.4m | 3,175,000 | – | |
| 14 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 2.9% | $50.2m | 1,939,000 | – | |
| 15 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.8% | $48.0m | 825,000 | – | |
| 16 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 2.2% | $37.8m | 2,000,000 | – | |
| 17 | LB PHARMACEUTICALS INC | 2.1% | $37.0m | 1,500,000 | – | ||
| 18 | EYPT EYEPOINT INC | Healthcare | 2.1% | $36.4m | 2,825,000 | – | |
| 19 | NRIX NURIX THERAPEUTICS INC | Healthcare | 2.0% | $35.3m | 2,275,000 | – | |
| 20 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.9% | $33.0m | 2,258,735 | – | |
| 21 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 1.6% | $27.8m | 1,000,000 | – | |
| 22 | CATX PERSPECTIVE THERAPEUTICS INC | 1.5% | $26.4m | 6,336,782 | – | ||
| 23 | SLNOEUR SOLENO THERAPEUTICS INC | 1.3% | $21.8m | 652,432 | – | ||
| 24 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.3% | $21.8m | 2,575,000 | – | |
| 25 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 1.1% | $19.7m | 8,695,652 | – | |
| 26 | ZURA ZURA BIO LTD | Healthcare | 1.1% | $19.3m | 3,250,000 | – | |
| 27 | SABS SAB BIOTHERAPEUTICS INC | 1.0% | $16.9m | 4,401,500 | – | ||
| 28 | PALI PALISADE BIO INC | Healthcare | 0.7% | $12.6m | 7,181,062 | – | |
| 29 | KPTI KARYOPHARM THERAPEUTICS INC | 0.6% | $10.9m | 1,950,000 | – | ||
| 30 | IKT INHIBIKASE THERAPEUTICS INC | 0.5% | $9.1m | 5,397,488 | – | ||
| 31 | ANTX AN2 THERAPEUTICS INC | 0.5% | $8.0m | 2,333,713 | – | ||
| 32 | PEPG PEPGEN INC | Healthcare | 0.5% | $7.9m | 4,475,000 | – | |
| 33 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.4% | $7.2m | 483,000 | – | |
| 34 | HELIX ACQUISITION CORP III | 0.3% | $5.1m | 500,000 | – | ||
| 35 | LONA LEONABIO INC | 0.3% | $4.8m | 464,398 | – | ||
| 36 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.3% | $4.4m | 633,901 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.