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The Analysis of Commodore Capital LP's Holdings & P&L

Currently, Commodore Capital LP holds 37 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 $169.2M), ALKS (+4.2M shares, valued at $148.5M), ELVN (+3.3M shares, valued at $128.4M); initiated new positions in RLAY (+17.0M shares, valued at $169.2M), ALKS (+4.2M shares, valued at $148.5M), ELVN (+3.3M shares, valued at $128.4M).

1M P&L

+13.9M+0.83%

3M P&L

+176.9M+11.63%

HY P&L

+493.2M+40.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.4B

88.9%

2Drug Manufacturers - Specialty & Generic148.5M

9.4%

3Medical Devices26.4M

1.7%

Top Industries by Stock Count

1Biotechnology26 stocks

92.9%

2Drug Manufacturers - Specialty & Generic1 stocks

3.6%

3Medical Devices1 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RLAY RELAY THERAPEUTICS INC17.0M sharesnew addition2026-03-312026-05-15

ALKS ALKERMES PLC4.2M sharesnew addition2026-03-312026-05-15

ELVN ENLIVEN THERAPEUTICS INC3.3M sharesnew addition2026-03-312026-05-15

COGT COGENT BIOSCIENCES INC2.9M sharesnew addition2026-03-312026-05-15

SYRE SPYRE THERAPEUTICS INC1.9M sharesnew addition2026-03-312026-05-15

TYRA TYRA BIOSCIENCES INC2.5M sharesnew addition2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC NEW2.7M sharesnew addition2026-03-312026-05-15

NUVL NUVALENT INC833.6K sharesnew addition2026-03-312026-05-15

Sponsored

AMLX AMYLYX PHARMACEUTICALS INC5.7M sharesnew addition2026-03-312026-05-15

KYMR KYMERA THERAPEUTICS INC750.0K sharesnew addition2026-03-312026-05-15

ANRO ALTO NEUROSCIENCE INC2.7M sharesnew addition2026-03-312026-05-15

PHVS PHARVARIS N V1.9M sharesnew addition2026-03-312026-05-15

ERAS ERASCA INC3.2M sharesnew addition2026-03-312026-05-15

DAMORA THERAPEUTICS INC DAMORA THERAPEUTICS INC1.9M sharesnew addition2026-03-312026-05-15

XENE XENON PHARMACEUTICALS INC825.0K sharesnew addition2026-03-312026-05-15

RLMD 5.5M sharesnew addition2026-04-272026-05-04

Sponsored

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC2.0M sharesnew addition2026-03-312026-05-15

LBRX LB PHARMACEUTICALS INC1.5M sharesnew addition2026-03-312026-05-15

EYPT EYEPOINT INC2.8M sharesnew addition2026-03-312026-05-15

NRIX NURIX THERAPEUTICS INC2.3M sharesnew addition2026-03-312026-05-15

CRVS CORVUS PHARMACEUTICALS INC2.3M sharesnew addition2026-03-312026-05-15

ASSEMBLY BIOSCIENCES INC ASSEMBLY BIOSCIENCES INC1.0M sharesnew addition2026-03-312026-05-15

CATX PERSPECTIVE THERAPEUTICS INC6.3M sharesnew addition2026-03-312026-05-15

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC652.4K sharesnew addition2026-03-312026-05-15

Sponsored

OCUL OCULAR THERAPEUTIX INC2.6M sharesnew addition2026-03-312026-05-15

IPSC CENTURY THERAPEUTICS INC8.7M sharesnew addition2026-03-312026-05-15

ZURA ZURA BIO LTD3.3M sharesnew addition2026-03-312026-05-15

SAB BIOTHERAPEUTICS INC SAB BIOTHERAPEUTICS INC4.4M sharesnew addition2026-03-312026-05-15

PALISADE BIO INC PALISADE BIO INC7.2M sharesnew addition2026-03-312026-05-15

KPTI KARYOPHARM THERAPEUTICS INC1.9M sharesnew addition2026-03-312026-05-15

INHIBIKASE THERAPEUTICS INC INHIBIKASE THERAPEUTICS INC5.4M sharesnew addition2026-03-312026-05-15

ANTX AN2 THERAPEUTICS INC2.3M sharesnew addition2026-03-312026-05-15

Sponsored

PEPG PEPGEN INC4.5M sharesnew addition2026-03-312026-05-15

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC483.0K sharesnew addition2026-03-312026-05-15

HELIX ACQUISITION CORP III HELIX ACQUISITION CORP III500.0K sharesnew addition2026-03-312026-05-15

ATHA LEONABIO INC464.4K sharesnew addition2026-03-312026-05-15

RLMD RELMADA THERAPEUTICS INC633.9K sharesnew addition2026-03-312026-05-15

RLAY

RELAY THERAPEUTICS INC

New

Shares17.0M

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

New

Shares4.2M

Event2026-03-31

Filed2026-05-15

ELVN

ENLIVEN THERAPEUTICS INC

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES INC

New

Shares2.9M

Event2026-03-31

Filed2026-05-15

SYRE

SPYRE THERAPEUTICS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

TYRA

TYRA BIOSCIENCES INC

New

Shares2.5M

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

NUVL

NUVALENT INC

New

Shares833.6K

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

New

Shares5.7M

Event2026-03-31

Filed2026-05-15

KYMR

KYMERA THERAPEUTICS INC

New

Shares750.0K

Event2026-03-31

Filed2026-05-15

ANRO

ALTO NEUROSCIENCE INC

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

ERAS

ERASCA INC

New

Shares3.2M

Event2026-03-31

Filed2026-05-15

DAMORA THERAPEUTICS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

New

Shares825.0K

Event2026-03-31

Filed2026-05-15

RLMD

New

Shares5.5M

Event2026-04-27

Filed2026-05-04

DEFINIUM THERAPEUTICS INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

LBRX

LB PHARMACEUTICALS INC

New

Shares1.5M

Event2026-03-31

Filed2026-05-15

EYPT

EYEPOINT INC

New

Shares2.8M

Event2026-03-31

Filed2026-05-15

NRIX

NURIX THERAPEUTICS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

CRVS

CORVUS PHARMACEUTICALS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

ASSEMBLY BIOSCIENCES INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

CATX

PERSPECTIVE THERAPEUTICS INC

New

Shares6.3M

Event2026-03-31

Filed2026-05-15

SOLENO THERAPEUTICS INC

New

Shares652.4K

Event2026-03-31

Filed2026-05-15

OCUL

OCULAR THERAPEUTIX INC

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

IPSC

CENTURY THERAPEUTICS INC

New

Shares8.7M

Event2026-03-31

Filed2026-05-15

ZURA

ZURA BIO LTD

New

Shares3.3M

Event2026-03-31

Filed2026-05-15

SAB BIOTHERAPEUTICS INC

New

Shares4.4M

Event2026-03-31

Filed2026-05-15

PALISADE BIO INC

New

Shares7.2M

Event2026-03-31

Filed2026-05-15

KPTI

KARYOPHARM THERAPEUTICS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

INHIBIKASE THERAPEUTICS INC

New

Shares5.4M

Event2026-03-31

Filed2026-05-15

ANTX

AN2 THERAPEUTICS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

PEPG

PEPGEN INC

New

Shares4.5M

Event2026-03-31

Filed2026-05-15

AVALO THERAPEUTICS INC

New

Shares483.0K

Event2026-03-31

Filed2026-05-15

HELIX ACQUISITION CORP III

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

ATHA

LEONABIO INC

New

Shares464.4K

Event2026-03-31

Filed2026-05-15

RLMD

RELMADA THERAPEUTICS INC

New

Shares633.9K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available