The Analysis of Commodore Capital LP's Holdings
Currently, Commodore Capital LP holds 41 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in RLAY (+17.0M shares, valued at $143.8M), MNMD (+7.4M shares, valued at $111.6M), ALKS (+3.5M shares, valued at $99.3M); decreased their positions in ANTX (-1.7M shares, valued at $8.6M); initiated new positions in RLAY (+17.0M shares, valued at $143.8M), MNMD (+7.4M shares, valued at $111.6M), ALKS (+3.5M shares, valued at $99.3M). Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
RLAY RELAY THERAPEUTICS INC17.0M sharesnew addition2025-12-312026-02-17
MNMD 7.4M sharesnew addition2025-12-312026-02-17 ALKS ALKERMES PLC3.5M sharesnew addition2025-12-312026-02-17 COGT 2.8M sharesnew addition2025-12-312026-02-17 TYRA TYRA BIOSCIENCES INC3.4M sharesnew addition2025-12-312026-02-17 XENE XENON PHARMACEUTICALS INC1.8M sharesnew addition2025-12-312026-02-17 SYRE SPYRE THERAPEUTICS INC2.4M sharesnew addition2025-12-312026-02-17 TERN 1.5M sharesnew addition2025-12-312026-02-17 ANRO 3.2M sharesnew addition2025-12-312026-02-17 ELVN ENLIVEN THERAPEUTICS INC4.7M sharesnew addition2025-12-312026-02-17 CLDX CELLDEX THERAPEUTICS INC NEW2.6M sharesnew addition2025-12-312026-02-17 AMLX AMYLYX PHARMACEUTICALS INC5.7M shares0.00%2025-12-312026-02-17 KYMR KYMERA THERAPEUTICS INC750.0K sharesnew addition2025-12-312026-02-17 CATX 11.9M sharesnew addition2026-02-022026-02-09 NUVL NUVALENT INC550.0K sharesnew addition2025-12-312026-02-17 ORKA ORUKA THERAPEUTICS INC1.8M sharesnew addition2025-12-312026-02-17 PHVS PHARVARIS N V1.9M sharesnew addition2025-12-312026-02-17 NRIX NURIX THERAPEUTICS INC2.3M sharesnew addition2025-12-312026-02-17 PTGX PROTAGONIST THERAPEUTICS INC450.0K sharesnew addition2025-12-312026-02-17 LBRX LB PHARMACEUTICALS INC1.5M sharesnew addition2025-12-312026-02-17 CTMX CYTOMX THERAPEUTICS INC7.7M sharesnew addition2025-12-312026-02-17 IPSC 13.0M sharesnew addition2026-01-092026-01-16 CNTA CENTESSA PHARMACEUTICALS PLC1.0M sharesnew addition2025-12-312026-02-17 PEPG PEPGEN INC3.5M shares4.24%2026-03-042026-03-11 REPL REPLIMUNE GROUP INC1.4M sharesnew addition2025-12-312026-02-17 IMUX 13.4M sharesnew addition2026-02-172026-02-24 ANTX 1.9M shares-47.26%2026-03-262026-04-02 CTNM CONTINEUM THERAPEUTICS INC816.3K sharesnew addition2025-12-312026-02-17 ATHA ATHIRA PHARMA INC464.4K sharesnew addition2025-12-312026-02-17 VTGN 4.4M sharesnew addition2025-12-312026-02-17 DRUG 18.9K sharesnew addition2025-12-312026-02-17 PCSC N/A sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available