Commodore Capital LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ENLIVEN THERAPEUTICS INC | 4,692,809 | 3,275,000 | -1,417,809 | 72,269,259 | 128,380,000 | 7.43% | +56,110,741 |
| 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) | 3,550,000 | 4,200,000 | +650,000 | 99,329,000 | 148,512,000 | 8.59% | +49,183,000 |
| 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) | 2,196,845 | 2,888,007 | +691,162 | 78,031,934 | 111,159,389 | 6.43% | +33,127,455 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 2,258,735 | +2,258,735 | 0 | 33,045,293 | 1.91% | +33,045,293 |
| NUVALENT INC(NUVL) | 550,000 | 833,600 | +283,600 | 55,324,500 | 85,402,320 | 4.94% | +30,077,820 |
| ALTO NEUROSCIENCE INC(ANRO) | 1,823,196 | 2,723,196 | +900,000 | 32,452,889 | 61,217,446 | 3.54% | +28,764,557 |
| PERSPECTIVE THERAPEUTICS INC | 0 | 6,336,782 | +6,336,782 | 0 | 26,424,381 | 1.53% | +26,424,381 |
| RELAY THERAPEUTICS INC(RLAY) | 17,000,000 | 17,000,000 | 0 | 143,820,000 | 169,150,000 | 9.79% | +25,330,000 |
| 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) | 2,388,245 | 1,912,380 | -475,865 | 78,238,906 | 96,460,447 | 5.58% | +18,221,541 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 2,565,000 | 2,696,616 | +131,616 | 69,665,400 | 85,536,660 | 4.95% | +15,871,260 |
| KARYOPHARM THERAPEUTICS INC | 0 | 1,950,000 | +1,950,000 | 0 | 10,861,500 | 0.63% | +10,861,500 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 5,650,000 | 5,650,000 | 0 | 68,252,000 | 78,535,000 | 4.54% | +10,283,000 |
| AN2 THERAPEUTICS INC | 0 | 2,333,713 | +2,333,713 | 0 | 7,981,298 | 0.46% | +7,981,298 |
| TYRA BIOSCIENCES INC(TYRA) | 3,375,000 | 2,475,000 | -900,000 | 88,728,750 | 94,792,500 | 5.48% | +6,063,750 |
| 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) | 750,000 | 750,000 | 0 | 58,357,500 | 62,467,500 | 3.61% | +4,110,000 |
| LB PHARMACEUTICALS INC(LBRX) | 1,500,000 | 1,500,000 | 0 | 33,390,000 | 36,990,000 | 2.14% | +3,600,000 |
| PHARVARIS N V COM | 1,889,445 | 1,918,970 | +29,525 | 52,432,099 | 54,210,903 | 3.14% | +1,778,804 |
| LEONABIO INC | 464,398 | 464,398 | 0 | 3,515,493 | 4,774,011 | 0.28% | +1,258,518 |
| SAB BIOTHERAPEUTICS INC | 4,401,500 | 4,401,500 | 0 | 16,461,610 | 16,857,745 | 0.98% | +396,135 |
| BRIGHT MINDS BIOSCIENCES INC | 18,851 | 0 | -18,851 | 1,471,132 | 0 | — | -1,471,132 |
| AVALO THERAPEUTICS INC(AVTX) | 483,000 | 483,000 | 0 | 8,771,280 | 7,211,190 | 0.42% | -1,560,090 |
| INHIBIKASE THERAPEUTICS INC | 5,397,488 | 5,397,488 | 0 | 11,064,850 | 9,067,780 | 0.52% | -1,997,070 |
| ASSEMBLY BIOSCIENCES INC | 1,000,000 | 1,000,000 | 0 | 34,010,000 | 27,750,000 | 1.61% | -6,260,000 |
| NURIX THERAPEUTICS INC(NRIX) | 2,275,000 | 2,275,000 | 0 | 43,156,750 | 35,262,500 | 2.04% | -7,894,250 |
| RAPT THERAPEUTICS INC | 250,000 | 0 | -250,000 | 8,467,500 | 0 | — | -8,467,500 |
| CONTINEUM THERAPEUTICS INC | 816,326 | 0 | -816,326 | 9,330,606 | 0 | — | -9,330,606 |
| REPLIMUNE GROUP INC(REPL) | 1,425,000 | 0 | -1,425,000 | 13,851,000 | 0 | — | -13,851,000 |
| PEPGEN INC | 3,400,000 | 4,475,000 | +1,075,000 | 22,134,000 | 7,920,750 | 0.46% | -14,213,250 |
| PALISADE BIO INC | 11,445,000 | 7,181,062 | -4,263,938 | 26,895,750 | 12,566,859 | 0.73% | -14,328,891 |
| CENTESSA PHARMACEUTICALS PLC | 1,000,000 | 0 | -1,000,000 | 25,010,000 | 0 | — | -25,010,000 |
| MIND MEDICINE MINDMED INC | 2,000,000 | 0 | -2,000,000 | 26,780,000 | 0 | — | -26,780,000 |
| XENON PHARMACEUTICALS INC(XENE) | 1,800,000 | 825,000 | -975,000 | 80,676,000 | 47,973,750 | 2.78% | -32,702,250 |
| CYTOMX THERAPEUTICS INC | 7,692,300 | 0 | -7,692,300 | 32,769,198 | 0 | — | -32,769,198 |
| SOLENO THERAPEUTICS INC | 1,200,000 | 652,432 | -547,568 | 55,560,000 | 21,843,423 | 1.26% | -33,716,577 |
| PROTAGONIST THERAPEUTICS INC | 450,000 | 0 | -450,000 | 39,303,000 | 0 | — | -39,303,000 |
| ORUKA THERAPEUTICS INC(ORKA) | 1,753,054 | 0 | -1,753,054 | 53,135,067 | 0 | — | -53,135,067 |
| TERNS PHARMACEUTICALS INC | 1,475,000 | 0 | -1,475,000 | 59,590,000 | 0 | — | -59,590,000 |