Commodore Capital LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENLIVEN THERAPEUTICS INC | 0 | 3,275,000 | +3,275,000 | 0 | 128,380,000 | 7.43% | +128,380,000 |
| ERASCA INC(ERAS) | 0 | 3,175,000 | +3,175,000 | 0 | 51,371,500 | 2.97% | +51,371,500 |
| DAMORA THERAPEUTICS INC(DMRA) | 0 | 1,939,000 | +1,939,000 | 0 | 50,220,100 | 2.91% | +50,220,100 |
| ALKERMES PLC(ALKS) | 0 | 4,200,000 | +4,200,000 | 0 | 148,512,000 | 8.59% | +148,512,000 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 2,000,000 | +2,000,000 | 0 | 37,800,000 | 2.19% | +37,800,000 |
| EYEPOINT INC(EYPT) | 0 | 2,825,000 | +2,825,000 | 0 | 36,414,250 | 2.11% | +36,414,250 |
| COGENT BIOSCIENCES INC(COGT) | 0 | 2,888,007 | +2,888,007 | 0 | 111,159,389 | 6.43% | +111,159,389 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 2,258,735 | +2,258,735 | 0 | 33,045,293 | 1.91% | +33,045,293 |
| NUVALENT INC(NUVL) | 0 | 833,600 | +833,600 | 0 | 85,402,320 | 4.94% | +85,402,320 |
| ALTO NEUROSCIENCE INC | 0 | 2,723,196 | +2,723,196 | 0 | 61,217,446 | 3.54% | +61,217,446 |
| PERSPECTIVE THERAPEUTICS INC | 0 | 6,336,782 | +6,336,782 | 0 | 26,424,381 | 1.53% | +26,424,381 |
| RELAY THERAPEUTICS INC(RLAY) | 0 | 17,000,000 | +17,000,000 | 0 | 169,150,000 | 9.79% | +169,150,000 |
| OCULAR THERAPEUTIX INC(OCUL) | 0 | 2,575,000 | +2,575,000 | 0 | 21,810,250 | 1.26% | +21,810,250 |
| CENTURY THERAPEUTICS INC | 0 | 8,695,652 | +8,695,652 | 0 | 19,652,174 | 1.14% | +19,652,174 |
| ZURA BIO LTD | 0 | 3,250,000 | +3,250,000 | 0 | 19,337,500 | 1.12% | +19,337,500 |
| SPYRE THERAPEUTICS INC(SYRE) | 0 | 1,912,380 | +1,912,380 | 0 | 96,460,447 | 5.58% | +96,460,447 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 0 | 2,696,616 | +2,696,616 | 0 | 85,536,660 | 4.95% | +85,536,660 |
| KARYOPHARM THERAPEUTICS INC | 0 | 1,950,000 | +1,950,000 | 0 | 10,861,500 | 0.63% | +10,861,500 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 5,650,000 | +5,650,000 | 0 | 78,535,000 | 4.54% | +78,535,000 |
| AN2 THERAPEUTICS INC | 0 | 2,333,713 | +2,333,713 | 0 | 7,981,298 | 0.46% | +7,981,298 |
| TYRA BIOSCIENCES INC(TYRA) | 0 | 2,475,000 | +2,475,000 | 0 | 94,792,500 | 5.48% | +94,792,500 |
| HELIX ACQUISITION CORP III | 0 | 500,000 | +500,000 | 0 | 5,080,000 | 0.29% | +5,080,000 |
| RELMADA THERAPEUTICS INC | 0 | 633,901 | +633,901 | 0 | 4,411,951 | 0.26% | +4,411,951 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 750,000 | +750,000 | 0 | 62,467,500 | 3.61% | +62,467,500 |
| LB PHARMACEUTICALS INC | 0 | 1,500,000 | +1,500,000 | 0 | 36,990,000 | 2.14% | +36,990,000 |
| PHARVARIS N V | 0 | 1,918,970 | +1,918,970 | 0 | 54,210,903 | 3.14% | +54,210,903 |
| LEONABIO INC | 0 | 464,398 | +464,398 | 0 | 4,774,011 | 0.28% | +4,774,011 |
| SAB BIOTHERAPEUTICS INC | 0 | 4,401,500 | +4,401,500 | 0 | 16,857,745 | 0.98% | +16,857,745 |
| BRIGHT MINDS BIOSCIENCES INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AVALO THERAPEUTICS INC | 0 | 483,000 | +483,000 | 0 | 7,211,190 | 0.42% | +7,211,190 |
| INHIBIKASE THERAPEUTICS INC | 0 | 5,397,488 | +5,397,488 | 0 | 9,067,780 | 0.52% | +9,067,780 |
| ASSEMBLY BIOSCIENCES INC | 0 | 1,000,000 | +1,000,000 | 0 | 27,750,000 | 1.61% | +27,750,000 |
| NURIX THERAPEUTICS INC(NRIX) | 0 | 2,275,000 | +2,275,000 | 0 | 35,262,500 | 2.04% | +35,262,500 |
| RAPT THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CONTINEUM THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| REPLIMUNE GROUP INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PEPGEN INC | 0 | 4,475,000 | +4,475,000 | 0 | 7,920,750 | 0.46% | +7,920,750 |
| PALISADE BIO INC | 0 | 7,181,062 | +7,181,062 | 0 | 12,566,859 | 0.73% | +12,566,859 |
| CENTESSA PHARMACEUTICALS PLC(CNTA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MIND MEDICINE MINDMED INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| XENON PHARMACEUTICALS INC(XENE) | 0 | 825,000 | +825,000 | 0 | 47,973,750 | 2.78% | +47,973,750 |
| CYTOMX THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SOLENO THERAPEUTICS INC | 0 | 652,432 | +652,432 | 0 | 21,843,423 | 1.26% | +21,843,423 |
| PROTAGONIST THERAPEUTICS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ORUKA THERAPEUTICS INC(ORKA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TERNS PHARMACEUTICALS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |