Commodore Capital LP
Portfolio value QoQ: -2.9% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.73% Est. buys $182,794,357 · sells $726,023,024
Median holding: 3.0 quarters Tracked Q1 2025–Q2 2026 · 49.3% still held
Performance vs S&P 500
Annualized: +151.9% · S&P 500: +28.7%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Sector breakdown
Full portfolio 33 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| RLAY | $224,520,000 | 13.37% | 12,000,000 | $55,370,000 | Down ×1 | ||
| ELVN | $166,206,250 | 9.90% | 3,275,000 | $37,826,250 | |||
| ALKS | $157,185,000 | 9.36% | 3,000,000 | $8,673,000 | Down ×1 | ||
| COGT | $118,035,000 | 7.03% | 3,050,000 | $6,875,611 | Up ×2 | ||
| AMLX | $101,474,000 | 6.04% | 5,650,000 | $22,939,000 | |||
| DFTX | $94,080,000 | 5.60% | 2,000,000 | $56,280,000 | |||
| SYRE | $75,177,661 | 4.48% | 846,786 | $-21,282,786 | Down ×2 | ||
| ANRO | $71,865,142 | 4.28% | 2,723,196 | $10,647,696 | |||
| TNGX | $70,335,000 | 4.19% | 2,250,000 | ||||
| EYPT | $65,780,000 | 3.92% | 4,600,000 | $29,365,750 | Up ×1 | ||
| TYRA | $59,887,500 | 3.57% | 1,875,000 | $-34,905,000 | Down ×2 | ||
| GLTO | $50,433,390 | 3.00% | 1,939,000 | $213,290 | |||
| CLDX | $50,233,500 | 2.99% | 1,350,000 | $-35,303,160 | Down ×1 | ||
| PHVS | $49,276,500 | 2.93% | 1,425,000 | $-4,934,403 | Down ×1 | ||
| LBRX | $48,682,500 | 2.90% | 1,500,000 | $11,692,500 | |||
| ASMB | $38,884,200 | 2.32% | 1,415,000 | $11,134,200 | Up ×1 | ||
| EDIT | $28,800,360 | 1.72% | 8,889,000 | Up ×1 | |||
| KYMR | $28,667,500 | 1.71% | 250,000 | $-33,800,000 | Down ×1 | ||
| CATX | $21,608,427 | 1.29% | 6,336,782 | $-4,815,954 | |||
| IPSC | $21,304,347 | 1.27% | 8,695,652 | $1,652,173 | |||
| ZURA | $19,175,000 | 1.14% | 3,250,000 | $-162,500 | |||
| AVTX | $18,818,535 | 1.12% | 1,018,319 | $11,607,345 | Up ×1 | ||
| IFRX | $16,352,000 | 0.97% | 7,300,000 | Up ×1 | |||
| ANTX | $14,199,011 | 0.85% | 2,933,680 | $6,217,713 | Up ×1 | ||
| NUVL | $12,350,000 | 0.74% | 100,000 | $-73,052,320 | Down ×1 | ||
| SABS | $11,193,000 | 0.67% | 2,870,000 | $-5,664,745 | Down ×1 | ||
| IKT | $10,956,901 | 0.65% | 5,397,488 | $1,889,121 | |||
| RLMD | $9,861,000 | 0.59% | 1,425,000 | $5,449,049 | Up ×1 | ||
| PEPG | $8,055,000 | 0.48% | 4,475,000 | $134,250 | |||
| Unknown issuer (CUSIP: G75226103) | $5,350,000 | 0.32% | 500,000 | Up ×1 | |||
| HLXC | $5,320,000 | 0.32% | 500,000 | $240,000 | |||
| LONA | $4,267,818 | 0.25% | 464,398 | $-506,193 | |||
| VTGN | $630,228 | 0.04% | 2,788,620 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFTX | Price move only | +0 | +$56.3M |
| RLAY | Trimmed | -5.0M | +$55.4M |
| ELVN | Price move only | +0 | +$37.8M |
| CLDX | Trimmed | -1.3M | -$35.3M |
| TYRA | Trimmed | -600K | -$34.9M |
| KYMR | Trimmed | -500K | -$33.8M |
| EYPT | Bought more | +1.8M | +$29.4M |
| AMLX | Price move only | +0 | +$22.9M |
| SYRE | Trimmed | -1.1M | -$21.3M |
| LBRX | Price move only | +0 | +$11.7M |
1 position hidden — reported move looks larger than the position itself (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MRUS | Dec. 31, 2025 | 3,525,000 | $331,878,750 | No longer tracked |
| AGIO | Dec. 31, 2025 | 2,338,287 | $93,858,840 | 16.8% |
| VRDN | Dec. 31, 2025 | 3,200,000 | $69,056,000 | -37.7% |
| PCVX | June 30, 2025 | 1,650,000 | $62,304,000 | 73.7% |
| TERN | March 31, 2026 | 1,475,000 | $59,590,000 | No longer tracked |
| CDTX | Dec. 31, 2025 | 585,000 | $56,019,600 | No longer tracked |
| ORKA | March 31, 2026 | 1,753,054 | $53,135,067 | 72.3% |
| ERAS | June 30, 2026 | 3,175,000 | $51,371,500 | -19.5% |
| SRRK | Sept. 30, 2025 | 1,450,000 | $51,359,000 | 25.7% |
| XENE | June 30, 2026 | 825,000 | $47,973,750 | -37.0% |
| PTGX | March 31, 2026 | 450,000 | $39,303,000 | 32.9% |
| NRIX | June 30, 2026 | 2,275,000 | $35,262,500 | -5.2% |
| CRVS | June 30, 2026 | 2,258,735 | $33,045,293 | -27.0% |
| CTMX | March 31, 2026 | 7,692,300 | $32,769,198 | -45.5% |
| MNMD | March 31, 2026 | 2,000,000 | $26,780,000 | No longer tracked |
| CNTA | March 31, 2026 | 1,000,000 | $25,010,000 | No longer tracked |
| SLNO | June 30, 2026 | 652,432 | $21,843,423 | No longer tracked |
| OCUL | June 30, 2026 | 2,575,000 | $21,810,250 | -29.1% |
| SLDB | June 30, 2025 | 5,825,000 | $21,552,500 | 40.7% |
| VERA | Sept. 30, 2025 | 800,000 | $18,848,000 | 4.7% |
| CRDF | June 30, 2025 | 5,384,616 | $16,907,694 | -64.4% |
| REPL | March 31, 2026 | 1,425,000 | $13,851,000 | 70.8% |
| TNGX | Dec. 31, 2025 | 1,500,000 | $12,600,000 | 162.3% |
| PALI | June 30, 2026 | 7,181,062 | $12,566,859 | -31.1% |
| APGE | Dec. 31, 2025 | 290,000 | $11,521,700 | No longer tracked |
| ORIC | June 30, 2025 | 2,000,000 | $11,160,000 | 20.2% |
| KPTI | June 30, 2026 | 1,950,000 | $10,861,500 | -91.8% |
| ENTA | Dec. 31, 2025 | 800,000 | $9,576,000 | -17.8% |
| CTNM | March 31, 2026 | 816,326 | $9,330,606 | 0.5% |
| RAPT | March 31, 2026 | 250,000 | $8,467,500 | No longer tracked |
| PCSC | Dec. 31, 2025 | 750,000 | $7,920,000 | No longer tracked |
| CELC | June 30, 2025 | 695,650 | $7,033,022 | 440.1% |
| NGNE | Sept. 30, 2025 | 427,866 | $6,396,597 | 48.0% |
| VTGN | Dec. 31, 2025 | 1,575,000 | $5,591,250 | -57.4% |
| CBIO | Dec. 31, 2025 | 450,829 | $5,360,357 | 20.7% |
| DRUG | March 31, 2026 | 18,851 | $1,471,132 | -30.5% |