☆Commodore Capital LP
Quality Q
0.539
AUM ($M)
1,679
Positions
33
Turnover
0.25
Top-10 wt
68%
Herfindahl
0.062
History (qtrs)
6
Excess Return
—
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Holdings · 41 positions · portfolio value $1,679M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆RLAY funds › | RELAY THERAPEUTICS INC | TRIM | — | 13.4% | +3.6% | 224.5 | 12,000,000 | -5,000,000 | 5 | — |
| ☆ELVN funds › | ENLIVEN THERAPEUTICS INC | HOLD | — | 9.9% | +2.5% | 166.2 | 3,275,000 | +0 | 5 | — |
| ☆ALKS funds › | ALKERMES PLC | TRIM | — | 9.4% | +0.8% | 157.2 | 3,000,000 | -1,200,000 | 5 | — |
| ☆COGT funds › | COGENT BIOSCIENCES INC | ADD | — | 7.0% | +0.6% | 118.0 | 3,050,000 | +161,993 | 5 | — |
| ☆AMLX funds › | AMYLYX PHARMACEUTICALS INC | HOLD | — | 6.0% | +1.5% | 101.5 | 5,650,000 | +0 | 4 | — |
| ☆DFTX funds › | DEFINIUM THERAPEUTICS INC | HOLD | — | 5.6% | +3.4% | 94.1 | 2,000,000 | +0 | 2 | — |
| ☆SYRE funds › | SPYRE THERAPEUTICS INC | TRIM | — | 4.5% | -1.1% | 75.2 | 846,786 | -1,065,594 | 5 | — |
| ☆ANRO funds › | ALTO NEUROSCIENCE INC | HOLD | — | 4.3% | +0.7% | 71.9 | 2,723,196 | +0 | 3 | — |
| ☆TNGX funds › | TANGO THERAPEUTICS INC | NEW | — | 4.2% | +4.2% | 70.3 | 2,250,000 | +2,250,000 | 1 | — |
| ☆EYPT funds › | EYEPOINT INC | ADD | — | 3.9% | +1.8% | 65.8 | 4,600,000 | +1,775,000 | 2 | — |
| ☆TYRA funds › | TYRA BIOSCIENCES INC | TRIM | — | 3.6% | -1.9% | 59.9 | 1,875,000 | -600,000 | 5 | — |
| ☆DMRA funds › | DAMORA THERAPEUTICS INC | HOLD | — | 3.0% | +0.1% | 50.4 | 1,939,000 | +0 | 2 | — |
| ☆CLDX funds › | CELLDEX THERAPEUTICS INC NEW | TRIM | — | 3.0% | -2.0% | 50.2 | 1,350,000 | -1,346,616 | 5 | — |
| ☆PHVS funds › | PHARVARIS N V | TRIM | — | 2.9% | -0.2% | 49.3 | 1,425,000 | -493,970 | 5 | — |
| ☆LBRX funds › | LB PHARMACEUTICALS INC | HOLD | — | 2.9% | +0.8% | 48.7 | 1,500,000 | +0 | 4 | — |
| ☆ASMB funds › | ASSEMBLY BIOSCIENCES INC | ADD | — | 2.3% | +0.7% | 38.9 | 1,415,000 | +415,000 | 4 | — |
| ☆EDIT funds › | EDITAS MEDICINE INC | NEW | — | 1.7% | +1.7% | 28.8 | 8,889,000 | +8,889,000 | 1 | — |
| ☆KYMR funds › | KYMERA THERAPEUTICS INC | TRIM | — | 1.7% | -1.9% | 28.7 | 250,000 | -500,000 | 5 | — |
| ☆CATX funds › | PERSPECTIVE THERAPEUTICS INC | HOLD | — | 1.3% | -0.2% | 21.6 | 6,336,782 | +0 | 2 | — |
| ☆IPSC funds › | CENTURY THERAPEUTICS INC | HOLD | — | 1.3% | +0.1% | 21.3 | 8,695,652 | +0 | 2 | — |
| ☆ZURA funds › | ZURA BIO LTD | HOLD | — | 1.1% | +0.0% | 19.2 | 3,250,000 | +0 | 2 | — |
| ☆AVTX funds › | AVALO THERAPEUTICS INC | ADD | — | 1.1% | +0.7% | 18.8 | 1,018,319 | +535,319 | 5 | — |
| ☆IFRX funds › | INFLARX NV | NEW | — | 1.0% | +1.0% | 16.4 | 7,300,000 | +7,300,000 | 1 | — |
| ☆ANTX funds › | AN2 THERAPEUTICS INC | ADD | — | 0.8% | +0.4% | 14.2 | 2,933,680 | +599,967 | 2 | — |
| ☆NUVL funds › | NUVALENT INC | TRIM | — | 0.7% | -4.2% | 12.3 | 100,000 | -733,600 | 5 | — |
| ☆SABS funds › | SAB BIOTHERAPEUTICS INC | TRIM | — | 0.7% | -0.3% | 11.2 | 2,870,000 | -1,531,500 | 4 | — |
| ☆IKT funds › | INHIBIKASE THERAPEUTICS INC | HOLD | — | 0.7% | +0.1% | 11.0 | 5,397,488 | +0 | 5 | — |
| ☆RLMD funds › | RELMADA THERAPEUTICS INC | ADD | — | 0.6% | +0.3% | 9.9 | 1,425,000 | +791,099 | 2 | — |
| ☆PEPG funds › | PEPGEN INC | HOLD | — | 0.5% | +0.0% | 8.1 | 4,475,000 | +0 | 4 | — |
| ☆RACC funds › | RESEARCH ALLIANCE CORP III | NEW | — | 0.3% | +0.3% | 5.3 | 500,000 | +500,000 | 1 | — |
| ☆HLXC funds › | HELIX ACQUISITION CORP III | HOLD | — | 0.3% | +0.0% | 5.3 | 500,000 | +0 | 2 | — |
| ☆LONA funds › | LEONABIO INC | HOLD | — | 0.3% | -0.0% | 4.3 | 464,398 | +0 | 3 | — |
| ☆VTGN funds › | VISTAGEN THERAPEUTICS INC | NEW | — | 0.0% | +0.0% | 0.6 | 2,788,620 | +2,788,620 | 1 | — |
| ☆CRVS funds › | CORVUS PHARMACEUTICALS INC | EXIT | — | 0.0% | -1.9% | 0.0 | 0 | -2,258,735 | 0 | — |
| ☆KPTI funds › | KARYOPHARM THERAPEUTICS INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -1,950,000 | 0 | — |
| ☆ERAS funds › | ERASCA INC | EXIT | — | 0.0% | -3.0% | 0.0 | 0 | -3,175,000 | 0 | — |
| ☆NRIX funds › | NURIX THERAPEUTICS INC | EXIT | — | 0.0% | -2.0% | 0.0 | 0 | -2,275,000 | 0 | — |
| ☆PALI funds › | PALISADE BIO INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -7,181,062 | 0 | — |
| ☆CUSIP:834203309 funds › | SOLENO THERAPEUTICS INC | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -652,432 | 0 | — |
| ☆XENE funds › | XENON PHARMACEUTICALS INC | EXIT | — | 0.0% | -2.8% | 0.0 | 0 | -825,000 | 0 | — |
| ☆OCUL funds › | OCULAR THERAPEUTIX INC | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -2,575,000 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,679 | 33 | 0.25 | 68% | 0.062 | 0.537 | — | in |
| 2026Q1 | 1,728 | 36 | 0.28 | 61% | 0.049 | 0.441 | — | in |
| 2025Q4 | 1,502 | 33 | 0.36 | 56% | 0.045 | 0.182 | — | in |
| 2025Q3 | 2,048 | 37 | 0.20 | 59% | 0.056 | 0.561 | — | in |
| 2025Q2 | 1,417 | 33 | 0.23 | 62% | 0.054 | 0.528 | — | entered |
| 2025Q1 | 1,357 | 31 | 0.00 | 65% | 0.060 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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