Position
Commodore Capital LP in Alkermes plc.
Back to the book · All holders of ALKS
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $26.2M$27.98 → $35.36
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.55M | $99.3M | — | — | — | 6.6% |
| Q1 2026 | 4.2M | $148.5M | $35.36 | $26.2M | $23M | 8.6% |