Institutional
Commodore Capital LP
CIK 0001831942
$1.73B
Reported AUM
36
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RLAY | RELAY THERAPEUTICS INC | $19.45 | 5.88% | 461.61% | -41.09% | $169.2M | 9.79% | — | HELD |
| 2 | ALKS | ALKERMES PLC | $50.03 | 3.50% | 88.84% | 60.39% | $148.5M | 8.59% | — | HELD |
| 3 | ELVN | ENLIVEN THERAPEUTICS INC | $53.95 | 1.85% | 188.04% | 181.58% | $128.4M | 7.43% | — | HELD |
| 4 | COGT | COGENT BIOSCIENCES INC | $41.36 | 4.52% | 257.28% | 391.91% | $111.2M | 6.43% | — | HELD |
| 5 | SYRE | SPYRE THERAPEUTICS INC | $101.50 | 3.71% | 524.23% | -44.00% | $96.5M | 5.58% | — | HELD |
| 6 | TYRA | TYRA BIOSCIENCES INC | $33.06 | 6.27% | 209.64% | 43.41% | $94.8M | 5.48% | — | HELD |
| 7 | CLDX | CELLDEX THERAPEUTICS INC NEW | $38.49 | 2.61% | 70.78% | -28.02% | $85.5M | 4.95% | — | HELD |
| 8 | NUVL | NUVALENT INC | — | — | 0.00% | — | $85.4M | 4.94% | — | HELD |
| 9 | AMLX | AMYLYX PHARMACEUTICALS INC | $20.75 | 5.17% | 151.20% | -41.09% | $78.5M | 4.54% | — | HELD |
| 10 | KYMR | KYMERA THERAPEUTICS INC | $107.01 | 1.67% | 147.44% | 71.07% | $62.5M | 3.61% | — | HELD |
| 11 | ANRO | ALTO NEUROSCIENCE INC | $28.63 | 7.15% | 838.69% | 86.51% | $61.2M | 3.54% | — | HELD |
| 12 | PHVS | PHARVARIS N V | $33.88 | 3.86% | 67.35% | 65.78% | $54.2M | 3.14% | — | HELD |
| 13 | ERAS | ERASCA INC | $18.68 | 5.42% | 1243.88% | -21.87% | $51.4M | 2.97% | — | HELD |
| 14 | DMRA | DAMORA THERAPEUTICS INC | $29.21 | 3.11% | 811.39% | -73.74% | $50.2M | 2.91% | — | HELD |
| 15 | XENE | XENON PHARMACEUTICALS INC | $64.19 | 1.73% | 106.89% | 257.51% | $48.0M | 2.78% | — | HELD |
| 16 | DFTX | DEFINIUM THERAPEUTICS INC | $44.49 | 5.53% | 414.87% | 0.24% | $37.8M | 2.19% | — | HELD |
| 17 | LBRX | LB PHARMACEUTICALS INC | $40.90 | 4.87% | 142.26% | 152.32% | $37.0M | 2.14% | — | HELD |
| 18 | EYPT | EYEPOINT INC | $12.86 | 7.89% | 22.76% | 8.96% | $36.4M | 2.11% | — | HELD |
| 19 | NRIX | NURIX THERAPEUTICS INC | $23.58 | -0.08% | 110.51% | -27.80% | $35.3M | 2.04% | — | HELD |
| 20 | CRVS | CORVUS PHARMACEUTICALS INC | $13.19 | 1.15% | 221.71% | 483.63% | $33.0M | 1.91% | — | HELD |
| 21 | ASMB | ASSEMBLY BIOSCIENCES INC | $26.06 | 3.78% | 36.11% | -45.08% | $27.8M | 1.61% | — | HELD |
| 22 | CATX | PERSPECTIVE THERAPEUTICS INC | $2.99 | 4.18% | -22.01% | -55.16% | $26.4M | 1.53% | — | HELD |
| 23 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $21.8M | 1.26% | — | HELD |
| 24 | OCUL | OCULAR THERAPEUTIX INC | $8.47 | 1.32% | -29.99% | -20.98% | $21.8M | 1.26% | — | HELD |
| 25 | IPSC | CENTURY THERAPEUTICS INC | $2.19 | 8.42% | 279.70% | -91.85% | $19.7M | 1.14% | — | HELD |
| 26 | ZURA | ZURA BIO LTD | $5.54 | 4.33% | 272.67% | -17.91% | $19.3M | 1.12% | — | HELD |
| 27 | SABS | SAB BIOTHERAPEUTICS INC | $3.56 | 2.30% | 59.64% | -96.43% | $16.9M | 0.98% | — | HELD |
| 28 | PALI | PALISADE BIO INC | $1.96 | 0.00% | 95.05% | -99.91% | $12.6M | 0.73% | — | HELD |
| 29 | KPTI | KARYOPHARM THERAPEUTICS INC | $7.01 | 2.19% | 74.55% | -92.11% | $10.9M | 0.63% | — | HELD |
| 30 | IKT | INHIBIKASE THERAPEUTICS INC | $2.28 | 3.17% | 50.00% | -83.97% | $9.1M | 0.52% | — | HELD |
| 31 | ANTX | AN2 THERAPEUTICS INC | $5.33 | 6.18% | — | — | $8.0M | 0.46% | — | HELD |
| 32 | PEPG | PEPGEN INC | $1.78 | 4.09% | — | — | $7.9M | 0.46% | — | HELD |
| 33 | AVTX | AVALO THERAPEUTICS INC | $19.39 | 2.00% | — | — | $7.2M | 0.42% | — | HELD |
| 34 | HLXC | HELIX ACQUISITION CORP III | $10.51 | 0.00% | — | — | $5.1M | 0.29% | — | HELD |
| 35 | LONA | LEONABIO INC | $7.29 | 3.55% | — | — | $4.8M | 0.28% | — | HELD |
| 36 | RLMD | RELMADA THERAPEUTICS INC | $5.35 | 4.09% | — | — | $4.4M | 0.26% | — | HELD |
Source: SEC EDGAR · accession 0001831942-26-000025. 13F discloses long positions only — shorts, foreign equities, and options are excluded.