COMMODORE CAPITAL LP
13F Reported Value
ⓘ$1.7B
Holdings
33
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (95.5% 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 — Q2 2026
Click any card to unlockTop Holdings
- 19.5#2,791
Quality
$224.5M12,000,000 sh - —
Quality
$166.2M3,275,000 sh - —
Quality
$157.2M3,000,000 sh - —
Quality
$118.0M3,050,000 sh - 8.7
Quality
$101.5M5,650,000 sh - —
Quality
$94.1M2,000,000 sh - —
Quality
$75.2M846,786 sh - —
Quality
$71.9M2,723,196 sh - 17.6
Quality
$70.3M2,250,000 sh - 3.5
Quality
$65.8M4,600,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Relay Therapeutics, Inc.$RLAY | 19.5#2,791 | $224.5M | 12,000,000 |
 Enliven Therapeutics, Inc.$ELVN | — | $166.2M | 3,275,000 |
 Alkermes plc.$ALKS | — | $157.2M | 3,000,000 |
 Cogent Biosciences, Inc.$COGT | — | $118.0M | 3,050,000 |
 Amylyx Pharmaceuticals, Inc.$AMLX | 8.7 | $101.5M | 5,650,000 |
 Definium Therapeutics, Inc.$DFTX | — | $94.1M | 2,000,000 |
 Spyre Therapeutics, Inc.$SYRE | — | $75.2M | 846,786 |
 Alto Neuroscience, Inc.$ANRO | — | $71.9M | 2,723,196 |
 Tango Therapeutics, Inc.$TNGX | 17.6 | $70.3M | 2,250,000 |
 EyePoint, Inc.$EYPT | 3.5 | $65.8M | 4,600,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of COMMODORE CAPITAL LP's 33 positions.
Showing top 10 of 33 holdings.
Sector Allocation
Healthcare
$1.6B
Technology
$65.8M
Financials
$5.3M
Other
$5.3M
Full Holdings — COMMODORE CAPITAL LP (Q2 2026)
All 33 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. | $224.5M | 13.4% | -29% | 19.5 |
| 2 | $ELVN | Enliven Therapeutics, Inc. | $166.2M | 9.9% | +0% | — |
| 3 | $ALKS | Alkermes plc. | $157.2M | 9.4% | -29% | — |
| 4 | $COGT | Cogent Biosciences, Inc. | $118.0M | 7.0% | +6% | — |
| 5 | $AMLX | Amylyx Pharmaceuticals, Inc. | $101.5M | 6.0% | +0% | 8.7 |
| 6 | $DFTX | Definium Therapeutics, Inc. | $94.1M | 5.6% | +0% | — |
| 7 | $SYRE | Spyre Therapeutics, Inc. | $75.2M | 4.5% | -56% | — |
| 8 | $ANRO | Alto Neuroscience, Inc. | $71.9M | 4.3% | +0% | — |
| 9 | $TNGX | Tango Therapeutics, Inc. | $70.3M | 4.2% | NEW | 17.6 |
| 10 | $EYPT | EyePoint, Inc. | $65.8M | 3.9% | +63% | 3.5 |
| 11 |  $TYRA | Tyra Biosciences, Inc. | $59.9M | 3.6% | -24% | — |
| 12 |  $DMRA | Damora Therapeutics, Inc. | $50.4M | 3.0% | +0% | — |
| 13 |  $CLDX | Celldex Therapeutics, Inc. | $50.2M | 3.0% | -50% | 8.4 |
| 14 |  $PHVS | Pharvaris N.V. | $49.3M | 2.9% | -26% | — |
| 15 |  $LBRX | LB PHARMACEUTICALS INC | $48.7M | 2.9% | +0% | — |
| 16 |  $ASMB | ASSEMBLY BIOSCIENCES, INC. | $38.9M | 2.3% | +42% | 41.5 |
| 17 |  $EDIT | Editas Medicine, Inc. | $28.8M | 1.7% | NEW | 33.4 |
| 18 |  $KYMR | Kymera Therapeutics, Inc. | $28.7M | 1.7% | -67% | 28.4 |
| 19 |  $CATX | Perspective Therapeutics, Inc. | $21.6M | 1.3% | +0% | — |
| 20 |  $IPSC | Century Therapeutics, Inc. | $21.3M | 1.3% | +0% | 33.5 |
| 21 |  $ZURA | Zura Bio Ltd | $19.2M | 1.1% | +0% | — |
| 22 |  $AVTX | Avalo Therapeutics, Inc. | $18.8M | 1.1% | +111% | 11.7 |
| 23 |  $IFRX | InflaRx N.V. | $16.4M | 1.0% | NEW | — |
| 24 |  $ANTX | AN2 Therapeutics, Inc. | $14.2M | 0.8% | +26% | — |
| 25 |  $NUVL | Nuvalent, Inc. | $12.3M | 0.7% | -88% | — |
| 26 |  $SABS | SAB Biotherapeutics, Inc. | $11.2M | 0.7% | -35% | — |
| 27 |  $IKT | Inhibikase Therapeutics, Inc. | $11.0M | 0.7% | +0% | — |
| 28 |  $RLMD | RELMADA THERAPEUTICS, INC. | $9.9M | 0.6% | +125% | — |
| 29 |  $PEPG | PepGen Inc. | $8.1M | 0.5% | +0% | — |
| 30 |  $RACC | Research Alliance Corp III | $5.3M | 0.3% | NEW | — |
| 31 | — | HELIX ACQUISITION CORP III - USD CL A ORD SHS | $5.3M | 0.3% | +0% | — |
| 32 |  $LONA | LeonaBio, Inc. | $4.3M | 0.3% | +0% | — |
| 33 |  $VTGN | Vistagen Therapeutics, Inc. | $630,228 | 0.0% | NEW | — |
New Positions (5)
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