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CIK: 0001831942
Total reported value
$1.7B
$1.7B
36 檔
38.9%
As reported in its official Q1 2026 Form 13F filing, Commodore Capital LP's tracked investment portfolio stood at $1.7B with 36 total positions.
Commodore Capital LP executed strategic sector rebalancing during Q1 2026, establishing 13 new positions while fully exiting 10 holdings and trimming 6 positions.
In terms of portfolio concentration, the top 5 core holdings (including RLAY, ALKS, ELVN) accounted for 38.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RLAY | Relay Therapeutics Inc | Stock-Other | 9.79% | +3.58% | — | |
| 2 | ALKS | Alkermes plc | Stock-Healthcare | 8.59% | +0.77% | +18.31% | |
| 3 | ELVN | Enliven Therapeutics Inc | Stock-Other | 7.43% | +2.47% | -30.21% | |
| 4 | COGT | Cogent Biosciences Inc | Stock-Other | 6.43% | +0.60% | +31.46% | |
| 5 | SYRE | Spyre Therapeutics Inc | Stock-Other | 5.58% | -1.10% | -19.93% | |
| 6 | TYRA | Tyra Biosciences Inc | Stock-Other | 5.48% | -1.91% | -26.67% | |
| 7 | CLDX | Celldex Therapeutics Inc | Stock-Other | 4.95% | -1.96% | +5.13% | |
| 8 | NUVL | Nuvalent Inc-a | Stock-Other | 4.94% | -4.20% | +51.56% | |
| 9 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 4.54% | +1.50% | — | |
| 10 | KYMR | Kymera Therapeutics Inc | Stock-Other | 3.61% | -1.90% | — | |
| 11 | ANRO | Alto Neuroscience Inc | Stock-Other | 3.54% | +0.74% | +49.36% | |
| 12 | PHVS | Pharvaris N.V. | Stock-Other | 3.14% | -0.21% | +1.56% | |
| 13 | ERAS | Erasca Inc | Stock-Other | 2.97% | -2.97% | EXIT | |
| 14 | DMRA | Damora Therapeutics Inc | Stock-Other | 2.91% | +0.09% | — | |
| 15 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.78% | -2.78% | EXIT | |
| 16 | DFTX | Definium Therapeutics Inc | Stock-Other | 2.19% | +3.41% | — | |
| 17 | LBRX | Lb Pharmaceuticals Inc | Stock-Other | 2.14% | +0.76% | — | |
| 18 | EYPT | Eyepoint Inc | Stock-Other | 2.11% | +1.81% | — | |
| 19 | NRIX | Nurix Therapeutics Inc | Stock-Other | 2.04% | -2.04% | EXIT | |
| 20 | CRVS | Corvus Pharmaceuticals Inc | Stock-Other | 1.91% | -1.91% | EXIT | |
| 21 | ASMB | Assembly Biosciences Inc | Stock-Other | 1.61% | +0.71% | — | |
| 22 | CATX | Perspective Therapeutics Inc | Stock-Other | 1.53% | -0.24% | — | |
| 23 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.26% | -1.26% | EXIT | |
| 24 | OCUL | Ocular Therapeutix Inc | Stock-Other | 1.26% | -1.26% | EXIT | |
| 25 | IPSC | Century Therapeutics Inc | Stock-Other | 1.14% | +0.13% | — | |
| 26 | ✓ | Zura Bio LTD | Stock-Other | 1.12% | +0.02% | — | |
| 27 | SABS | Sab Biotherapeutics Inc | Stock-Other | 0.98% | -0.31% | — | |
| 28 | PALI | Palisade Bio Inc | Stock-Other | 0.73% | -0.73% | EXIT | |
| 29 | KPTI | Karyopharm Therapeutics Inc | Stock-Other | 0.63% | -0.63% | EXIT | |
| 30 | IKT | Inhibikase Therapeutics Inc | Stock-Other | 0.52% | +0.13% | — | |
| 31 | ANTX | An2 Therapeutics Inc | Stock-Other | 0.46% | +0.39% | — | |
| 32 | PEPG | Pepgen Inc | Stock-Other | 0.46% | +0.02% | +31.62% | |
| 33 | AVTX | Avalo Therapeutics Inc | Stock-Other | 0.42% | +0.70% | — | |
| 34 | ✓ | Helix Acquisition CORP Iii | Stock-Other | 0.29% | +0.03% | — | |
| 35 | LONA | Leonabio Inc | Stock-Other | 0.28% | -0.03% | — | |
| 36 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.26% | +0.33% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ELVN | Enliven Therapeutics Inc | +2.6% | -30.21% | Trim |
| 2 | ALKS | Alkermes plc | +2% | +18.31% | Add |
| 3 | ANRO | Alto Neuroscience Inc | +1.4% | +49.36% | Add |
| 4 | NUVL | Nuvalent Inc-a | +1.3% | +51.56% | Add |
| 5 | COGT | Cogent Biosciences Inc | +1.2% | +31.46% | Add |
| 6 | SYRE | Spyre Therapeutics Inc | +0.4% | -19.93% | Trim |
| 7 | CLDX | Celldex Therapeutics Inc | +0.3% | +5.13% | Add |
| 8 | RLAY | Relay Therapeutics Inc | +0.2% | — | Unchanged |
| 9 | LONA | Leonabio Inc | +0.1% | — | Unchanged |
| 10 | AMLX | Amylyx Pharmaceuticals Inc | — | — | Unchanged |
| 11 | LBRX | Lb Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 12 | SABS | Sab Biotherapeutics Inc | -0.1% | — | Unchanged |
| 13 | AVTX | Avalo Therapeutics Inc | -0.2% | — | Unchanged |
| 14 | IKT | Inhibikase Therapeutics Inc | -0.2% | — | Unchanged |
| 15 | KYMR | Kymera Therapeutics Inc | -0.3% | — | Unchanged |
| 16 | PHVS | Pharvaris N.V. | -0.4% | +1.56% | Add |
| 17 | TYRA | Tyra Biosciences Inc | -0.4% | -26.67% | Trim |
| 18 | ASMB | Assembly Biosciences Inc | -0.7% | — | Unchanged |
| 19 | NRIX | Nurix Therapeutics Inc | -0.8% | — | Unchanged |
| 20 | PEPG | Pepgen Inc | -1% | +31.62% | Add |
| 21 | PALI | Palisade Bio Inc | -1.1% | -37.26% | Trim |
| 22 | SLNOEUR | Soleno Therapeutics Inc | -2.4% | -45.63% | Trim |
| 23 | XENE | Xenon Pharmaceuticals Inc | -2.6% | -54.17% | Trim |
| 24 | 430 | Terns Pharmaceuticals Inc | — | EXIT | Sold out |
| 25 | ORKA | Oruka Therapeutics Inc | — | EXIT | Sold out |
| 26 | ERAS | Erasca Inc | — | NEW | New buy |
| 27 | DMRA | Damora Therapeutics Inc | — | NEW | New buy |
| 28 | PTGX | Protagonist Therapeutics Inc | — | EXIT | Sold out |
| 29 | DFTX | Definium Therapeutics Inc | — | NEW | New buy |
| 30 | EYPT | Eyepoint Inc | — | NEW | New buy |
| 31 | CRVS | Corvus Pharmaceuticals Inc | — | NEW | New buy |
| 32 | CTMX | Cytomx Therapeutics Inc | — | EXIT | Sold out |
| 33 | BRD1EUR | Mind Medicine Mindmed Inc | — | EXIT | Sold out |
| 34 | CATX | Perspective Therapeutics Inc | — | NEW | New buy |
| 35 | 260 | Centessa Pharmaceuticals-adr | — | EXIT | Sold out |
| 36 | OCUL | Ocular Therapeutix Inc | — | NEW | New buy |
| 37 | IPSC | Century Therapeutics Inc | — | NEW | New buy |
| 38 | ✓ | Zura Bio LTD | — | NEW | New buy |
| 39 | REPL | Replimune Group Inc | — | EXIT | Sold out |
| 40 | KPTI | Karyopharm Therapeutics Inc | — | NEW | New buy |
| 41 | CTNM | Contineum Therapeutics Inc-a | — | EXIT | Sold out |
| 42 | RAPT | Rapt Therapeutics Inc | — | EXIT | Sold out |
| 43 | ANTX | An2 Therapeutics Inc | — | NEW | New buy |
| 44 | ✓ | Helix Acquisition CORP Iii | — | NEW | New buy |
| 45 | RLMD | Relmada Therapeutics Inc | — | NEW | New buy |
| 46 | DRUG | Bright Minds Biosciences Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Commodore Capital LP reported a total U.S. public equity portfolio value of $1.7B across 36 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
ERAS
市值: $51.4M
Top Position Liquidated / Trimmed
430
前期市值: $59.6M
During Q1 2026, Commodore Capital LP's top holdings by market value included RLAY (9.8%)、ALKS (8.6%)、ELVN (7.4%). The largest single position, RLAY, represented 9.8% of total portfolio value.
In Q1 2026, Commodore Capital LP made 36 total portfolio adjustments, initiating 13 new buys, adding to 7 positions, trimming 6 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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