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Commodore Capital LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1831942
Institutional-grade research for retail investors

Sector Allocation

  • Healthcare99.4%$1.7B
  • Financials0.3%$5.3M
  • Other0.3%$5.3M

AUM History

13fpro.ai/research/fund/commodore-capital-lp-1831942

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/commodore-capital-lp-1831942

Commodore Capital LP 13F holdings — Q2 2026

$1.7B portfolio (-2.9% QoQ) · 33 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio

All holdings — Commodore Capital LP (Q2 2026)

33 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
TYRA$TYRATyra Biosciences, Inc.$59.9M-24%
DMRA$DMRADamora Therapeutics, Inc.$50.4M—
CLDX$CLDXCelldex Therapeutics, Inc.$50.2M-50%
PHVS$PHVSPharvaris N.V.$49.3M-26%
LBRX$LBRXLB PHARMACEUTICALS INC$48.7M—
ASMB$ASMBASSEMBLY BIOSCIENCES, INC.$38.9M+42%
EDIT$EDITEditas Medicine, Inc.$28.8MNew
KYMR$KYMRKymera Therapeutics, Inc.$28.7M-67%
CATX$CATXPerspective Therapeutics, Inc.$21.6M—
IPSC$IPSCCentury Therapeutics, Inc.$21.3M—
ZURA$ZURAZura Bio Ltd$19.2M—
AVTX$AVTXAvalo Therapeutics, Inc.$18.8M+111%
IFRX$IFRXInflaRx N.V.$16.4MNew
ANTX$ANTXAN2 Therapeutics, Inc.$14.2M+26%
NUVL$NUVLNuvalent, Inc.$12.3M-88%

What changed in Q2 2026

Against the previous quarter's 13F: 5 new, 6 added to, 9 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • TNGX$TNGXTango Therapeutics, Inc.$70.3M

    first bought this quarter

  • EDIT$EDITEditas Medicine, Inc.$28.8M

    first bought this quarter

  • IFRX$IFRXInflaRx N.V.$16.4M

    first bought this quarter

  • RACC$RACCResearch Alliance Corp III$5.3M

    first bought this quarter

  • VTGN$VTGNVistagen Therapeutics, Inc.$630K

    first bought this quarter

Added to (6)

  • EYPT$EYPTEyePoint, Inc.+63%

    now $65.8M · held 2 qtrs, 2 adds in a row

  • ASMB$ASMBASSEMBLY BIOSCIENCES, INC.+42%

    now $38.9M · held 4 qtrs

  • AVTX$AVTXAvalo Therapeutics, Inc.+111%

    now $18.8M · held 9 qtrs

  • COGT$COGTCogent Biosciences, Inc.+6%

    now $118.0M · held 10+ qtrs, 2 adds in a row

  • RLMD$RLMDRELMADA THERAPEUTICS, INC.+125%

    now $9.9M · held 2 qtrs, 2 adds in a row

  • ANTX$ANTXAN2 Therapeutics, Inc.+26%

    now $14.2M · held 2 qtrs, 2 adds in a row

Trimmed (9)

  • SYRE$SYRESpyre Therapeutics, Inc.-56%

    now $75.2M · held 10+ qtrs, 2 trims in a row

  • RLAY$RLAYRelay Therapeutics, Inc.-29%

    now $224.5M · held 5 qtrs

  • NUVL$NUVLNuvalent, Inc.-88%

    now $12.3M · held 10+ qtrs

  • ALKS$ALKSAlkermes plc.-29%

    now $157.2M · held 9 qtrs

  • KYMR$KYMRKymera Therapeutics, Inc.-67%

    now $28.7M · held 5 qtrs

  • CLDX$CLDXCelldex Therapeutics, Inc.-50%

    now $50.2M · held 6 qtrs

+3 more in the Excel export

Sold out (8)

  • ERAS$ERASErasca, Inc.was $51.4M

    held 1 qtr

  • XENE$XENEXenon Pharmaceuticals Inc.was $48.0M

    held 9+ qtrs

  • NRIX$NRIXNurix Therapeutics, Inc.was $35.3M

    held 7 qtrs

  • CRVS$CRVSCorvus Pharmaceuticals, Inc.was $33.0M

    held 1 qtr

  • SLNO$SLNOSOLENO THERAPEUTICS INCwas $21.8M

    held 9+ qtrs

  • OCUL$OCULOCULAR THERAPEUTIX, INCwas $21.8M

+2 more in the Excel export

Firm AUM (Form ADV): $2.4B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Commodore Capital LP has filed, 22 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Commodore Capital?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Commodore Capital's top 20 holdings: 22/100 (our AI quality score, weighted by position size; 9 of the 20 are scored)

Top 10 since filing

-12.5%

Value-weighted move of the 10 largest stock positions

Turnover

11%

Last quarter; 59% over the last 4

Top 10 weight

68%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

71%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Commodore Capital LP disclosed 33 positions worth $1.7B in its Form 13F-HR for Q2 2026, led by $RLAY (Relay Therapeutics, Inc.) at 13.4% of the equity portfolio, followed by $ELVN and $ALKS. During the quarter the fund opened 5 new positions and exited 8 — including a new stake in $TNGX and a full exit from $ERAS. The portfolio is most concentrated in Healthcare (99.4% of disclosed assets). All figures are sourced directly from Commodore Capital LP’s Form 13F-HR filing with the SEC under CIK 1831942.

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AI-Powered Hedge Fund Analysis: Commodore Capital LP

13F Pro is an AI hedge fund tracker and stock research platform. For Commodore Capital LP (SEC CIK: 1831942), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Commodore Capital LP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.