COMMODORE CAPITAL LP
13F Reported Value
ⓘ$1.7B
Holdings
36
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
COMMODORE CAPITAL LP disclosed 36 positions worth $1.7B in its Form 13F-HR for Q1 2026, led by $RLAY (Relay Therapeutics, Inc.) at 9.8% of the equity portfolio, followed by $ALKS and $ELVN. During the quarter the fund opened 13 new positions and exited 10 — including a new stake in $ERAS and a full exit from $TERN. The portfolio is most concentrated in Healthcare (97.6% of disclosed assets). All figures are sourced directly from COMMODORE CAPITAL LP’s Form 13F-HR filing with the SEC under CIK 1831942.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 12.7#2,778
Quality
$169.2M17,000,000 sh - —
Quality
$148.5M4,200,000 sh - —
Quality
$128.4M3,275,000 sh - —
Quality
$111.2M2,888,007 sh - —
Quality
$96.5M1,912,380 sh - —
Quality
$94.8M2,475,000 sh - 13.2
Quality
$85.5M2,696,616 sh - —
Quality
$85.4M833,600 sh - —
Quality
$78.5M5,650,000 sh - 29.2
Quality
$62.5M750,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Relay Therapeutics, Inc.$RLAY | 12.7#2,778 | $169.2M | 17,000,000 |
 Alkermes plc.$ALKS | — | $148.5M | 4,200,000 |
 Enliven Therapeutics, Inc.$ELVN | — | $128.4M | 3,275,000 |
 Cogent Biosciences, Inc.$COGT | — | $111.2M | 2,888,007 |
 Spyre Therapeutics, Inc.$SYRE | — | $96.5M | 1,912,380 |
 Tyra Biosciences, Inc.$TYRA | — | $94.8M | 2,475,000 |
 Celldex Therapeutics, Inc.$CLDX | 13.2 | $85.5M | 2,696,616 |
 Nuvalent, Inc.$NUVL | — | $85.4M | 833,600 |
 Amylyx Pharmaceuticals, Inc.$AMLX | — | $78.5M | 5,650,000 |
 Kymera Therapeutics, Inc.$KYMR | 29.2 | $62.5M | 750,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of COMMODORE CAPITAL LP's 36 positions.
Showing top 10 of 36 holdings.
Sector Allocation
Healthcare
$1.7B
Technology
$36.4M
Other
$5.1M
Full Holdings — COMMODORE CAPITAL LP (Q1 2026)
All 36 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $RLAY | Relay Therapeutics, Inc. | $169.2M | 9.8% | +0% | 12.7 |
| 2 | $ALKS | Alkermes plc. | $148.5M | 8.6% | +18% | — |
| 3 | $ELVN | Enliven Therapeutics, Inc. | $128.4M | 7.4% | -30% | — |
| 4 | $COGT | Cogent Biosciences, Inc. | $111.2M | 6.4% | +31% | — |
| 5 | $SYRE | Spyre Therapeutics, Inc. | $96.5M | 5.6% | -20% | — |
| 6 | $TYRA | Tyra Biosciences, Inc. | $94.8M | 5.5% | -27% | — |
| 7 | $CLDX | Celldex Therapeutics, Inc. | $85.5M | 5.0% | +5% | 13.2 |
| 8 | $NUVL | Nuvalent, Inc. | $85.4M | 4.9% | +52% | — |
| 9 | $AMLX | Amylyx Pharmaceuticals, Inc. | $78.5M | 4.5% | +0% | — |
| 10 | $KYMR | Kymera Therapeutics, Inc. | $62.5M | 3.6% | +0% | 29.2 |
| 11 |  $ANRO | Alto Neuroscience, Inc. | $61.2M | 3.5% | +49% | — |
| 12 |  $PHVS | Pharvaris N.V. | $54.2M | 3.1% | +2% | — |
| 13 |  $ERAS | Erasca, Inc. | $51.4M | 3.0% | NEW | — |
| 14 |  $DMRA | Damora Therapeutics, Inc. | $50.2M | 2.9% | NEW | — |
| 15 |  $XENE | Xenon Pharmaceuticals Inc. | $48.0M | 2.8% | -54% | 12.9 |
| 16 |  $DFTX | Definium Therapeutics, Inc. | $37.8M | 2.2% | NEW | — |
| 17 |  $LBRX | LB PHARMACEUTICALS INC | $37.0M | 2.1% | +0% | — |
| 18 |  $EYPT | EyePoint, Inc. | $36.4M | 2.1% | NEW | 10.3 |
| 19 |  $NRIX | Nurix Therapeutics, Inc. | $35.3M | 2.0% | +0% | 13.2 |
| 20 |  $CRVS | Corvus Pharmaceuticals, Inc. | $33.0M | 1.9% | NEW | — |
| 21 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $27.8M | 1.6% | +0% | 26.6 |
| 22 |  $CATX | Perspective Therapeutics, Inc. | $26.4M | 1.5% | NEW | — |
| 23 |  $SLNO | SOLENO THERAPEUTICS INC | $21.8M | 1.3% | -46% | 46.3 |
| 24 |  $OCUL | OCULAR THERAPEUTIX, INC | $21.8M | 1.3% | NEW | 12.8 |
| 25 |  $IPSC | Century Therapeutics, Inc. | $19.7M | 1.1% | NEW | 43.5 |
| 26 |  $ZURA | Zura Bio Ltd | $19.3M | 1.1% | NEW | — |
| 27 |  $SABS | SAB Biotherapeutics, Inc. | $16.9M | 1.0% | +0% | — |
| 28 |  $PALI | PALISADE BIO, INC. | $12.6M | 0.7% | -37% | — |
| 29 |  $KPTI | Karyopharm Therapeutics Inc. | $10.9M | 0.6% | NEW | 20.4 |
| 30 |  $IKT | Inhibikase Therapeutics, Inc. | $9.1M | 0.5% | +0% | — |
| 31 |  $ANTX | AN2 Therapeutics, Inc. | $8.0M | 0.5% | NEW | — |
| 32 |  $PEPG | PepGen Inc. | $7.9M | 0.5% | +32% | — |
| 33 |  $AVTX | Avalo Therapeutics, Inc. | $7.2M | 0.4% | +0% | 4.6 |
| 34 | — | HELIX ACQUISITION CORP III | $5.1M | 0.3% | NEW | — |
| 35 |  $LONA | LeonaBio, Inc. | $4.8M | 0.3% | +0% | — |
| 36 |  $RLMD | RELMADA THERAPEUTICS, INC. | $4.4M | 0.3% | NEW | — |
New Positions (13)
$ERAS Erasca, Inc.$51.4M$DMRA Damora Therapeutics, Inc.$50.2M$DFTX Definium Therapeutics, Inc.$37.8M$EYPT EyePoint, Inc.$36.4M$CRVS Corvus Pharmaceuticals, Inc.$33.0M$CATX Perspective Therapeutics, Inc.$26.4M$OCUL OCULAR THERAPEUTIX, INC$21.8M$IPSC Century Therapeutics, Inc.$19.7M$ZURA Zura Bio Ltd$19.3M$KPTI Karyopharm Therapeutics Inc.$10.9M$ANTX AN2 Therapeutics, Inc.$8.0M$RLMD RELMADA THERAPEUTICS, INC.$4.4MExited Positions (10)
$TERN Terns Pharmaceuticals, Inc.
$ORKA Oruka Therapeutics, Inc.
$PTGX Protagonist Therapeutics, Inc
$CTMX CytomX Therapeutics, Inc.
$CNTA Centessa Pharmaceuticals plc
$REPL Replimune Group, Inc.
$CTNM Contineum Therapeutics, Inc.
$RAPT RAPT Therapeutics, Inc.
$DRUG BRIGHT MINDS BIOSCIENCES INC.Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for COMMODORE CAPITAL LP including:
Track COMMODORE CAPITAL LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for COMMODORE CAPITAL LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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 a 32-signal AI quality ranking (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.