Commodore Capital LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERUS N V | 3,525,000 | 3,525,000 | 0 | 185,415,000 | 331,878,750 | 16.20% | +146,463,750 |
| COGENT BIOSCIENCES INC(COGT) | 2,311,164 | 7,250,000 | +4,938,836 | 16,594,158 | 104,110,000 | 5.08% | +87,515,842 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 0 | 4,075,478 | +4,075,478 | 0 | 55,385,746 | 2.70% | +55,385,746 |
| TERNS PHARMACEUTICALS INC | 0 | 5,700,000 | +5,700,000 | 0 | 42,807,000 | 2.09% | +42,807,000 |
| RELAY THERAPEUTICS INC(RLAY) | 13,350,000 | 17,000,000 | +3,650,000 | 46,191,000 | 88,740,000 | 4.33% | +42,549,000 |
| SOLENO THERAPEUTICS INC | 610,000 | 1,350,000 | +740,000 | 51,105,800 | 91,260,000 | 4.46% | +40,154,200 |
| PHARVARIS N V | 1,911,433 | 2,418,476 | +507,043 | 33,641,221 | 60,340,976 | 2.95% | +26,699,755 |
| CENTESSA PHARMACEUTICALS PLC | 3,298,289 | 2,850,000 | -448,289 | 43,339,517 | 69,112,500 | 3.37% | +25,772,983 |
| ASSEMBLY BIOSCIENCES INC | 0 | 1,000,000 | +1,000,000 | 0 | 25,600,000 | 1.25% | +25,600,000 |
| LB PHARMACEUTICALS INC(LBRX) | 0 | 1,500,000 | +1,500,000 | 0 | 23,685,000 | 1.16% | +23,685,000 |
| ALKERMES PLC(ALKS) | 2,450,000 | 3,096,754 | +646,754 | 70,094,500 | 92,902,620 | 4.54% | +22,808,120 |
| ORUKA THERAPEUTICS INC(ORKA) | 1,419,714 | 1,753,054 | +333,340 | 15,914,994 | 33,711,228 | 1.65% | +17,796,234 |
| TYRA BIOSCIENCES INC(TYRA) | 3,100,000 | 3,375,000 | +275,000 | 29,667,000 | 47,216,250 | 2.30% | +17,549,250 |
| BRIGHT MINDS BIOSCIENCES INC | 500,000 | 500,000 | 0 | 13,055,000 | 30,330,000 | 1.48% | +17,275,000 |
| AGIOS PHARMACEUTICALS INC(AGIO) | 2,325,000 | 2,338,287 | +13,287 | 77,329,500 | 93,858,840 | 4.58% | +16,529,340 |
| NUVALENT INC(NUVL) | 1,375,000 | 1,400,000 | +25,000 | 104,912,500 | 121,072,000 | 5.91% | +16,159,500 |
| XENON PHARMACEUTICALS INC(XENE) | 3,025,000 | 2,700,000 | -325,000 | 94,682,500 | 108,405,000 | 5.29% | +13,722,500 |
| PEPGEN INC | 0 | 2,357,319 | +2,357,319 | 0 | 10,890,814 | 0.53% | +10,890,814 |
| KYMERA THERAPEUTICS INC(KYMR) | 750,000 | 750,000 | 0 | 32,730,000 | 42,450,000 | 2.07% | +9,720,000 |
| ENANTA PHARMACEUTICALS INC | 0 | 800,000 | +800,000 | 0 | 9,576,000 | 0.47% | +9,576,000 |
| SAB BIOTHERAPEUTICS INC | 0 | 4,401,500 | +4,401,500 | 0 | 8,847,015 | 0.43% | +8,847,015 |
| PROTAGONIST THERAPEUTICS INC | 1,075,000 | 1,025,000 | -50,000 | 59,415,250 | 68,090,750 | 3.32% | +8,675,500 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 3,450,000 | 3,028,335 | -421,665 | 70,207,500 | 78,343,026 | 3.82% | +8,135,526 |
| CYTOMX THERAPEUTICS INC | 7,692,300 | 7,692,300 | 0 | 17,461,521 | 24,538,437 | 1.20% | +7,076,916 |
| MIND MEDICINE MINDMED INC | 5,000,000 | 3,225,000 | -1,775,000 | 32,450,000 | 38,022,750 | 1.86% | +5,572,750 |
| TANGO THERAPEUTICS INC(TNGX) | 1,500,000 | 1,500,000 | 0 | 7,680,000 | 12,600,000 | 0.62% | +4,920,000 |
| AVALO THERAPEUTICS INC(AVTX) | 483,000 | 483,000 | 0 | 2,410,170 | 6,138,930 | 0.30% | +3,728,760 |
| SPYRE THERAPEUTICS INC(SYRE) | 1,988,084 | 1,988,084 | 0 | 29,761,617 | 33,320,288 | 1.63% | +3,558,671 |
| VISTAGEN THERAPEUTICS INC | 1,575,000 | 1,575,000 | 0 | 3,150,000 | 5,591,250 | 0.27% | +2,441,250 |
| ENLIVEN THERAPEUTICS INC | 4,692,809 | 4,692,809 | 0 | 94,137,749 | 96,061,800 | 4.69% | +1,924,051 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 4,875,000 | 3,200,000 | -1,675,000 | 68,152,500 | 69,056,000 | 3.37% | +903,500 |
| PERCEPTIVE CAP SOLUTIONS COR | 750,000 | 750,000 | 0 | 7,965,000 | 7,920,000 | 0.39% | -45,000 |
| APOGEE THERAPEUTICS INC(APGE) | 290,000 | 290,000 | 0 | 12,594,700 | 11,521,700 | 0.56% | -1,073,000 |
| CIDARA THERAPEUTICS INC | 1,175,000 | 585,000 | -590,000 | 57,234,250 | 56,019,600 | 2.73% | -1,214,650 |
| INHIBIKASE THERAPEUTICS INC | 5,397,488 | 5,397,488 | 0 | 10,525,102 | 8,743,931 | 0.43% | -1,781,171 |
| CRESCENT BIOPHARMA INC. | 453,686 | 450,829 | -2,857 | 7,322,492 | 5,360,357 | 0.26% | -1,962,135 |
| NEUROGENE INC | 427,866 | 0 | -427,866 | 6,396,597 | 0 | — | -6,396,597 |
| NURIX THERAPEUTICS INC(NRIX) | 3,948,653 | 3,780,055 | -168,598 | 44,975,158 | 34,927,708 | 1.71% | -10,047,450 |
| VERA THERAPEUTICS INC(VERA) | 800,000 | 0 | -800,000 | 18,848,000 | 0 | — | -18,848,000 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 1,450,000 | 0 | -1,450,000 | 51,359,000 | 0 | — | -51,359,000 |