Investor
Commodore Capital LP
CIK 0001831942 · filed 2026-05-15 · SEC filing
13F book
$1.73B
Positions
36
13 new · 10 sold
Largest name
9.8%
Relay Therapeutics, Inc. · RLAY
Est. mark
$205.9M
Price effect on 23 names still held. Flow $20.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Relay Therapeutics, Inc. | RLAY | 17M | $169.2M | 9.8% | $25.3M | Held |
| Alkermes plc. | ALKS | 4.2M | $148.5M | 8.6% | $26.2M | Added$49.2M |
| Enliven Therapeutics, Inc. | ELVN | 3.27M | $128.4M | 7.4% | $77.9M | Cut$56.1M |
| Cogent Biosciences, Inc. | COGT | 2.89M | $111.2M | 6.4% | $6.52M | Added$33.1M |
| Spyre Therapeutics, Inc. | SYRE | 1.91M | $96.5M | 5.6% | $33.8M | Cut$18.2M |
| Tyra Biosciences, Inc. | TYRA | 2.48M | $94.8M | 5.5% | $29.7M | Cut$6.06M |
| Celldex Therapeutics Inc New | — | 2.7M | $85.5M | 4.9% | $11.7M | Added$15.9M |
| Nuvalent Inc | — | 833.6K | $85.4M | 4.9% | $1.02M | Added$30.1M |
| Amylyx Pharmaceuticals, Inc. | AMLX | 5.65M | $78.5M | 4.5% | $10.3M | Held |
| Kymera Therapeutics, Inc. | KYMR | 750K | $62.5M | 3.6% | $4.11M | Held |
| Alto Neuroscience, Inc. | ANRO | 2.72M | $61.2M | 3.5% | $8.53M | Added$28.8M |
| Pharvaris N.V. | PHVS | 1.92M | $54.2M | 3.1% | $944.7K | Added$1.78M |
| Erasca, Inc. | ERAS | 3.17M | $51.4M | 3.0% | — | New |
| Galecto Inc | DMRA | 1.94M | $50.2M | 2.9% | — | New |
| Xenon Pharmaceuticals Inc. | XENE | 825K | $48M | 2.8% | $11M | Cut−$32.7M |
| Definium Therape | DFTX | 2M | $37.8M | 2.2% | — | New |
| Lb Pharmaceuticals Inc | LBRX | 1.5M | $37M | 2.1% | $3.6M | Held |
| EyePoint, Inc. | EYPT | 2.83M | $36.4M | 2.1% | — | New |
| Nurix Therapeutics, Inc. | NRIX | 2.27M | $35.3M | 2.0% | −$7.89M | Held |
| Corvus Pharmaceuticals, Inc. | CRVS | 2.26M | $33M | 1.9% | — | New |
| Assembly Biosciences, Inc. | ASMB | 1M | $27.8M | 1.6% | −$6.26M | Held |
| Perspective Therapeutics, Inc. | CATX | 6.34M | $26.4M | 1.5% | — | New |
| Soleno Therapeutics Inc | — | 652.4K | $21.8M | 1.3% | −$8.36M | Cut−$33.7M |
| Ocular Therapeutix, Inc | OCUL | 2.58M | $21.8M | 1.3% | — | New |
| Century Therapeutics, Inc. | IPSC | 8.7M | $19.7M | 1.1% | — | New |
| Zura Bio Ltd | ZURA | 3.25M | $19.3M | 1.1% | — | New |
| Sab Biotherapeutics Inc | — | 4.4M | $16.9M | 1.0% | $396.1K | Held |
| Palisade Bio, Inc. | PALI | 7.18M | $12.6M | 0.7% | −$4.31M | Cut−$14.3M |
| Karyopharm Therapeutics Inc. | KPTI | 1.95M | $10.9M | 0.6% | — | New |
| Inhibikase Therapeutics, Inc. | IKT | 5.4M | $9.07M | 0.5% | −$2M | Held |
| AN2 Therapeutics, Inc. | ANTX | 2.33M | $7.98M | 0.5% | — | New |
| PepGen Inc. | PEPG | 4.47M | $7.92M | 0.5% | −$16.1M | Added−$14.2M |
| Avalo Therapeutics, Inc. | AVTX | 483K | $7.21M | 0.4% | −$1.56M | Held |
| Helix Acquisition Corp. III | HLXC | 500K | $5.08M | 0.3% | — | New |
| Athira Pharma Inc | LONA | 464.4K | $4.77M | 0.3% | $1.26M | Held |
| Relmada Therapeutics, Inc. | RLMD | 633.9K | $4.41M | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.