Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Commodore Capital LP (CIK 1831942) reported $1.68B across 33 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RLAY ($224.5M, 13.37%), ELVN ($166.2M, 9.90%), ALKS ($157.2M, 9.36%), COGT ($118.0M, 7.03%), AMLX ($101.5M, 6.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RLAY | RELAY THERAPEUTICS INC | $224.5M | 13.37% | 12.0M | Trimmed |
| 2 | ELVN | ENLIVEN THERAPEUTICS INC | $166.2M | 9.90% | 3.3M | Hold |
| 3 | ALKS | ALKERMES PLC | $157.2M | 9.36% | 3.0M | Trimmed |
| 4 | COGT | COGENT BIOSCIENCES INC | $118.0M | 7.03% | 3.0M | Added |
| 5 | AMLX | AMYLYX PHARMACEUTICALS INC | $101.5M | 6.04% | 5.7M | Hold |
| 6 | DFTX | DEFINIUM THERAPEUTICS INC | $94.1M | 5.60% | 2.0M | Hold |
| 7 | SYRE | SPYRE THERAPEUTICS INC | $75.2M | 4.48% | 846,786 | Trimmed |
| 8 | ANRO | ALTO NEUROSCIENCE INC | $71.9M | 4.28% | 2.7M | Hold |
| 9 | TNGX | TANGO THERAPEUTICS INC | $70.3M | 4.19% | 2.2M | New |
| 10 | EYPT | EYEPOINT INC | $65.8M | 3.92% | 4.6M | Added |
| 11 | TYRA | TYRA BIOSCIENCES INC | $59.9M | 3.57% | 1.9M | Trimmed |
| 12 | DMRA | DAMORA THERAPEUTICS INC | $50.4M | 3.00% | 1.9M | Hold |
| 13 | CLDX | CELLDEX THERAPEUTICS INC NEW | $50.2M | 2.99% | 1.4M | Trimmed |
| 14 | PHVS | PHARVARIS N V | $49.3M | 2.93% | 1.4M | Trimmed |
| 15 | LBRX | LB PHARMACEUTICALS INC | $48.7M | 2.90% | 1.5M | Hold |
| 16 | ASMB | ASSEMBLY BIOSCIENCES INC | $38.9M | 2.32% | 1.4M | Added |
| 17 | EDIT | EDITAS MEDICINE INC | $28.8M | 1.72% | 8.9M | New |
| 18 | KYMR | KYMERA THERAPEUTICS INC | $28.7M | 1.71% | 250,000 | Trimmed |
| 19 | CATX | PERSPECTIVE THERAPEUTICS INC | $21.6M | 1.29% | 6.3M | Hold |
| 20 | IPSC | CENTURY THERAPEUTICS INC | $21.3M | 1.27% | 8.7M | Hold |
| 21 | ZURA | ZURA BIO LTD | $19.2M | 1.14% | 3.2M | Hold |
| 22 | AVTX | AVALO THERAPEUTICS INC | $18.8M | 1.12% | 1.0M | Added |
| 23 | IFRX | INFLARX NV | $16.4M | 0.97% | 7.3M | New |
| 24 | ANTX | AN2 THERAPEUTICS INC | $14.2M | 0.85% | 2.9M | Added |
| 25 | NUVL | NUVALENT INC | $12.3M | 0.74% | 100,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30