Commodore Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Commodore Capital LP disclosed 33 US equity positions worth $1.7bn in its Q2 2026 13F filing. The largest position was RLAY at 13.4% of the reported book, followed by ELVN and ALKS. Against the Q1 2026 filing, it opened 5 new positions, added to 6 and reduced 9 among the top 33 holdings.
What did Commodore Capital LP own in Q2 2026? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | RLAY RELAY THERAPEUTICS INC | Healthcare | 13.4% | $224.5m | 12,000,000 | -29% | reduced |
| 2 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 9.9% | $166.2m | 3,275,000 | 0% | held |
| 3 | ALKS ALKERMES PLC | Healthcare | 9.4% | $157.2m | 3,000,000 | -29% | reduced |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 7.0% | $118.0m | 3,050,000 | 6% | added |
| 5 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 6.0% | $101.5m | 5,650,000 | 0% | held |
| 6 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 5.6% | $94.1m | 2,000,000 | 0% | held |
| 7 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 4.5% | $75.2m | 846,786 | -56% | reduced |
| 8 | ANRO ALTO NEUROSCIENCE INC | Healthcare | 4.3% | $71.9m | 2,723,196 | 0% | held |
| 9 | TNGX TANGO THERAPEUTICS INC | Healthcare | 4.2% | $70.3m | 2,250,000 | – | new |
| 10 | EYPT EYEPOINT INC | Healthcare | 3.9% | $65.8m | 4,600,000 | 63% | added |
| 11 | TYRA TYRA BIOSCIENCES INC | Healthcare | 3.6% | $59.9m | 1,875,000 | -24% | reduced |
| 12 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 3.0% | $50.4m | 1,939,000 | 0% | held |
| 13 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.0% | $50.2m | 1,350,000 | -50% | reduced |
| 14 | PHVS PHARVARIS N V | Healthcare | 2.9% | $49.3m | 1,425,000 | -26% | reduced |
| 15 | LB PHARMACEUTICALS INC | 2.9% | $48.7m | 1,500,000 | 0% | held | |
| 16 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 2.3% | $38.9m | 1,415,000 | 42% | added |
| 17 | EDIT EDITAS MEDICINE INC | Healthcare | 1.7% | $28.8m | 8,889,000 | – | new |
| 18 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 1.7% | $28.7m | 250,000 | -67% | reduced |
| 19 | CATX PERSPECTIVE THERAPEUTICS INC | 1.3% | $21.6m | 6,336,782 | 0% | held | |
| 20 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 1.3% | $21.3m | 8,695,652 | 0% | held |
| 21 | ZURA ZURA BIO LTD | Healthcare | 1.1% | $19.2m | 3,250,000 | 0% | held |
| 22 | AVTX AVALO THERAPEUTICS INC | Healthcare | 1.1% | $18.8m | 1,018,319 | 111% | added |
| 23 | INFLARX NV | 1.0% | $16.4m | 7,300,000 | – | new | |
| 24 | ANTX AN2 THERAPEUTICS INC | 0.8% | $14.2m | 2,933,680 | 26% | added | |
| 25 | NUVALENT INC | 0.7% | $12.3m | 100,000 | -88% | reduced | |
| 26 | SABS SAB BIOTHERAPEUTICS INC | 0.7% | $11.2m | 2,870,000 | -35% | reduced | |
| 27 | IKT INHIBIKASE THERAPEUTICS INC | 0.7% | $11.0m | 5,397,488 | 0% | held | |
| 28 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.6% | $9.9m | 1,425,000 | 125% | added |
| 29 | PEPG PEPGEN INC | Healthcare | 0.5% | $8.1m | 4,475,000 | 0% | held |
| 30 | RESEARCH ALLIANCE CORP III | 0.3% | $5.3m | 500,000 | – | new | |
| 31 | HELIX ACQUISITION CORP III | 0.3% | $5.3m | 500,000 | 0% | held | |
| 32 | LONA LEONABIO INC | 0.3% | $4.3m | 464,398 | 0% | held | |
| 33 | VTGN VISTAGEN THERAPEUTICS INC | 0.0% | $630.2k | 2,788,620 | – | new |
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.