Investor

Commodore Capital LP

CIK 0001831942 · filed 2026-02-17 · SEC filing

Q1 2026 Q4 2025

13F book

$1.5B

Positions

Largest name

9.6%

Relay Therapeutics, Inc. · RLAY

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Relay Therapeutics, Inc.	RLAY	17M	$143.8M	9.6%	—	Held
Alkermes plc.	ALKS	3.55M	$99.3M	6.6%	—	Held
Tyra Biosciences, Inc.	TYRA	3.38M	$88.7M	5.9%	—	Held
Xenon Pharmaceuticals Inc.	XENE	1.8M	$80.7M	5.4%	—	Held
Spyre Therapeutics, Inc.	SYRE	2.39M	$78.2M	5.2%	—	Held
Cogent Biosciences, Inc.	COGT	2.2M	$78M	5.2%	—	Held
Enliven Therapeutics, Inc.	ELVN	4.69M	$72.3M	4.8%	—	Held
Celldex Therapeutics Inc New	—	2.56M	$69.7M	4.6%	—	Held
Amylyx Pharmaceuticals, Inc.	AMLX	5.65M	$68.3M	4.5%	—	Held
Terns Pharmaceuticals Inc	—	1.48M	$59.6M	4.0%	—	Held
Kymera Therapeutics, Inc.	KYMR	750K	$58.4M	3.9%	—	Held
Soleno Therapeutics Inc	—	1.2M	$55.6M	3.7%	—	Held
Nuvalent Inc	—	550K	$55.3M	3.7%	—	Held
Oruka Therapeutics, Inc.	ORKA	1.75M	$53.1M	3.5%	—	Held
Pharvaris N.V.	PHVS	1.89M	$52.4M	3.5%	—	Held
Nurix Therapeutics, Inc.	NRIX	2.27M	$43.2M	2.9%	—	Held
Protagonist Therapeutics, Inc	PTGX	450K	$39.3M	2.6%	—	Held
Assembly Biosciences, Inc.	ASMB	1M	$34M	2.3%	—	Held
Lb Pharmaceuticals Inc	LBRX	1.5M	$33.4M	2.2%	—	Held
CytomX Therapeutics, Inc.	CTMX	7.69M	$32.8M	2.2%	—	Held
Alto Neuroscience, Inc.	ANRO	1.82M	$32.5M	2.2%	—	Held
Palisade Bio, Inc.	PALI	11.4M	$26.9M	1.8%	—	Held
Mind Medicine Mindmed Inc	—	2M	$26.8M	1.8%	—	Held
Centessa Pharmaceuticals Plc	—	1M	$25M	1.7%	—	Held
PepGen Inc.	PEPG	3.4M	$22.1M	1.5%	—	Held
Sab Biotherapeutics Inc	—	4.4M	$16.5M	1.1%	—	Held
Replimune Group, Inc.	REPL	1.43M	$13.9M	0.9%	—	Held
Inhibikase Therapeutics, Inc.	IKT	5.4M	$11.1M	0.7%	—	Held
Contineum Therapeutics, Inc.	CTNM	816.3K	$9.33M	0.6%	—	Held
Avalo Therapeutics, Inc.	AVTX	483K	$8.77M	0.6%	—	Held
Rapt Therapeutics Inc	—	250K	$8.47M	0.6%	—	Held
Athira Pharma Inc	LONA	464.4K	$3.52M	0.2%	—	Held
Bright Minds Biosciences Inc.	DRUG	18.9K	$1.47M	0.1%	—	Held

Positions as of Q4 2025. 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.