Commodore Capital LP reported 31 positions worth $1.66B for the quarter ended Jun 30, 2026, up 2.5% on the prior quarter. It opened 4 new positions, added to 6, trimmed 8 and exited 7. Its largest holding is Relay Therapeutics, Inc. at 13.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TNGX Tango Therapeutics, Inc. | +2.25M | – | $70.34M | 4.23% |
| EDIT Editas Medicine, Inc. | +8.89M | – | $28.80M | 1.73% |
| EYPT EyePoint, Inc. | +1.78M | +62.8% | $25.38M | 3.96% |
| IFRX InflaRx N.V. | +7.30M | – | $16.35M | 0.984% |
| ASMB Assembly Biosciences, Inc. | +415.0K | +41.5% | $11.40M | 2.34% |
| AVTX Avalo Therapeutics, Inc. | +535.3K | +110.8% | $9.89M | 1.13% |
| COGT Cogent Biosciences, Inc. | +162.0K | +5.6% | $6.27M | 7.11% |
| RLMD Relmada Therapeutics, Inc. | +791.1K | +124.8% | $5.47M | 0.594% |
| ANTX AN2 Therapeutics, Inc. | +600.0K | +25.7% | $2.90M | 0.855% |
| VTGN Vistagen Therapeutics, Inc. | +2.79M | – | $630.23K | 0.038% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SYRE Spyre Therapeutics, Inc. | -1.07M | -55.7% | $94.60M | 4.53% |
| RLAY Relay Therapeutics, Inc. | -5.00M | -29.4% | $93.55M | 13.52% |
| ALKS Alkermes plc. | -1.20M | -28.6% | $62.87M | 9.46% |
| KYMR Kymera Therapeutics, Inc. | -500.0K | -66.7% | $57.34M | 1.73% |
| ERAS Erasca, Inc. | -3.18M | -100.0% | $51.37M | Exited |
| CLDX Celldex Therapeutics, Inc. | -1.35M | -49.9% | $50.11M | 3.02% |
| XENE Xenon Pharmaceuticals Inc. | -825.0K | -100.0% | $47.97M | Exited |
| NRIX Nurix Therapeutics, Inc. | -2.28M | -100.0% | $35.26M | Exited |
| CRVS Corvus Pharmaceuticals, Inc. | -2.26M | -100.0% | $33.05M | Exited |
| OCUL Ocular Therapeutix, Inc | -2.58M | -100.0% | $21.81M | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ERAS Erasca, Inc. | -3.18M | $51.37M | 3.17% |
| XENE Xenon Pharmaceuticals Inc. | -825.0K | $47.97M | 2.96% |
| NRIX Nurix Therapeutics, Inc. | -2.28M | $35.26M | 2.18% |
| CRVS Corvus Pharmaceuticals, Inc. | -2.26M | $33.05M | 2.04% |
| OCUL Ocular Therapeutix, Inc | -2.58M | $21.81M | 1.35% |
| PALI Palisade Bio, Inc. | -7.18M | $12.57M | 0.775% |
| KPTI Karyopharm Therapeutics Inc. | -1.95M | $10.86M | 0.67% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RLAY Relay Therapeutics, Inc. | Healthcare | 12.00M | $224.52M | 13.52% | -5.00M | -29.4% | Reduced | 5.49% |
| 2 | ELVN Enliven Therapeutics, Inc. | Healthcare | 3.28M | $166.21M | 10% | 0 | 0.0% | Unchanged | 4.47% |
| 3 | ALKS Alkermes plc. | Healthcare | 3.00M | $157.19M | 9.46% | -1.20M | -28.6% | Reduced | 1.79% |
| 4 | COGT Cogent Biosciences, Inc. | Healthcare | 3.05M | $118.04M | 7.11% | +162.0K | +5.6% | Added | 1.78% |
| 5 | AMLX Amylyx Pharmaceuticals, Inc. | Healthcare | 5.65M | $101.47M | 6.11% | 0 | 0.0% | Unchanged | 5.07% |
| 6 | DFTX Definium Therapeutics, Inc. | Healthcare | 2.00M | $94.08M | 5.66% | 0 | 0.0% | Unchanged | 1.49% |
| 7 | SYRE Spyre Therapeutics, Inc. | Healthcare | 846.8K | $75.18M | 4.53% | -1.07M | -55.7% | Reduced | 1% |
| 8 | ANRO Alto Neuroscience, Inc. | Healthcare | 2.72M | $71.87M | 4.33% | 0 | 0.0% | Unchanged | 6.36% |
| 9 | TNGX Tango Therapeutics, Inc. | Healthcare | 2.25M | $70.34M | 4.23% | +2.25M | – | New | 1.34% |
| 10 | EYPT EyePoint, Inc. | Healthcare | 4.60M | $65.78M | 3.96% | +1.78M | +62.8% | Added | 5.32% |
| 11 | TYRA Tyra Biosciences, Inc. | Healthcare | 1.88M | $59.89M | 3.6% | -600.0K | -24.2% | Reduced | 2.84% |
| 12 | DMRA Damora Therapeutics, Inc. | Healthcare | 1.94M | $50.43M | 3.04% | 0 | 0.0% | Unchanged | 3.14% |
| 13 | CLDX Celldex Therapeutics, Inc. | Healthcare | 1.35M | $50.23M | 3.02% | -1.35M | -49.9% | Reduced | 1.72% |
| 14 | PHVS Pharvaris N.V. | Healthcare | 1.43M | $49.28M | 2.97% | -494.0K | -25.7% | Reduced | 2.41% |
| 15 | LBRX Lb Pharmaceuticals Inc | Healthcare | 1.50M | $48.68M | 2.93% | 0 | 0.0% | Unchanged | 4.98% |
Tip. Select a row to see that position’s full history at Commodore Capital.
As of its Q2 2026 13F filing, Commodore Capital LP’s five largest positions were Relay Therapeutics, Inc. (RLAY) at 13.5%, Enliven Therapeutics, Inc. (ELVN) at 10.0%, Alkermes plc. (ALKS) at 9.5%, Cogent Biosciences, Inc. (COGT) at 7.1%, Amylyx Pharmaceuticals, Inc. (AMLX) at 6.1% of the reported portfolio.
Commodore Capital LP reported a 13F portfolio worth $1.66B across 31 positions for Q2 2026. That is up 2.5% from the previous quarter.
Its largest purchases by value were Tango Therapeutics, Inc. ($70.34M), Editas Medicine, Inc. ($28.80M), EyePoint, Inc. ($25.38M). It opened 4 new positions.
Its largest sales by value were Spyre Therapeutics, Inc. ($94.60M), Relay Therapeutics, Inc. ($93.55M), Alkermes plc. ($62.87M). It exited 7 positions entirely.
From the Form 13F-HR reports Commodore Capital LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.