Q1 2026 · 13F-HR
Commodore Capital LPholdings as filed
Filed 2026-05-15 · accession 0001831942-26-000025
$1.73B
Reported value
36
Positions
2026-03-31
Period end
The Brief · Commodore Capital LP · Q1 2026
AI · grounded in 13F
Commodore Capital LP exited its position in Terns Pharmaceuticals Inc 430, reducing exposure by $59.6M. The fund established new positions in Erasca Inc ERAS and Damora Therapeutics Inc DMRA, adding $51.4M and $50.2M respectively. Other notable activity includes new stakes in Definium Therapeutics Inc DFTX and Eyepoint Inc EYPT, alongside a full exit from Oruka Therapeutics Inc.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $169.2M | 9.79% | 17,000,000 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $148.5M | 8.59% | 4,200,000 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $128.4M | 7.43% | 3,275,000 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $111.2M | 6.43% | 2,888,007 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $96.5M | 5.58% | 1,912,380 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $94.8M | 5.48% | 2,475,000 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $85.5M | 4.95% | 2,696,616 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $85.4M | 4.94% | 833,600 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $78.5M | 4.54% | 5,650,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $62.5M | 3.61% | 750,000 | Common | SOLE |
| 02157Q109 | ANRO | ALTO NEUROSCIENCE INC | $61.2M | 3.54% | 2,723,196 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $54.2M | 3.14% | 1,918,970 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $51.4M | 2.97% | 3,175,000 | Common | SOLE |
| 36322Q206 | DMRA | DAMORA THERAPEUTICS INC | $50.2M | 2.91% | 1,939,000 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $48.0M | 2.78% | 825,000 | Common | SOLE |
| 24477V105 | DFTX | DEFINIUM THERAPEUTICS INC | $37.8M | 2.19% | 2,000,000 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $37.0M | 2.14% | 1,500,000 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT INC | $36.4M | 2.11% | 2,825,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $35.3M | 2.04% | 2,275,000 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $33.0M | 1.91% | 2,258,735 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $27.8M | 1.61% | 1,000,000 | Common | SOLE |
| 46489V302 | CATX | PERSPECTIVE THERAPEUTICS INC | $26.4M | 1.53% | 6,336,782 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $21.8M | 1.26% | 652,432 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $21.8M | 1.26% | 2,575,000 | Common | SOLE |
| 15673T100 | IPSC | CENTURY THERAPEUTICS INC | $19.7M | 1.14% | 8,695,652 | Common | SOLE |
| G9TY5A101 | ZURA | ZURA BIO LTD | $19.3M | 1.12% | 3,250,000 | Common | SOLE |
| 78397T202 | SABS | SAB BIOTHERAPEUTICS INC | $16.9M | 0.98% | 4,401,500 | Common | SOLE |
| 696389402 | PALI | PALISADE BIO INC | $12.6M | 0.73% | 7,181,062 | Common | SOLE |
| 48576U205 | KPTI | KARYOPHARM THERAPEUTICS INC | $10.9M | 0.63% | 1,950,000 | Common | SOLE |
| 45719W205 | IKT | INHIBIKASE THERAPEUTICS INC | $9.1M | 0.52% | 5,397,488 | Common | SOLE |
| 037326105 | ANTX | AN2 THERAPEUTICS INC | $8.0M | 0.46% | 2,333,713 | Common | SOLE |
| 713317105 | PEPG | PEPGEN INC | $7.9M | 0.46% | 4,475,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $7.2M | 0.42% | 483,000 | Common | SOLE |
| G4444S107 | HLXC | HELIX ACQUISITION CORP III | $5.1M | 0.29% | 500,000 | Common | SOLE |
| 04746L203 | LONA | LEONABIO INC | $4.8M | 0.28% | 464,398 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $4.4M | 0.26% | 633,901 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.