The Analysis of Commodore Capital LP's Holdings
Currently, Commodore Capital LP holds 38 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in COGT (+4.9M shares, valued at $70.9M), SLNO (+740.0K shares, valued at $50.0M), ANRO (+3.2M shares, valued at $43.1M); decreased their positions in CDTX (-590.0K shares, valued at $56.5M), VRDN (-1.7M shares, valued at $36.1M), MNMD (-1.8M shares, valued at $20.9M); initiated new positions in ANRO (+3.2M shares, valued at $43.1M), TERN (+5.7M shares, valued at $42.8M), ASMB (+1.0M shares, valued at $25.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MRUS MERUS N V3.5M shares0.00%2025-09-302025-11-14
NUVL NUVALENT INC1.4M shares1.82%2025-09-302025-11-14 XENE XENON PHARMACEUTICALS INC2.7M shares-10.74%2025-09-302025-11-14 COGT COGENT BIOSCIENCES INC7.3M shares213.69%2025-09-302025-11-14 ELVN ENLIVEN THERAPEUTICS INC4.7M shares0.00%2025-09-302025-11-14 AGIO AGIOS PHARMACEUTICALS INC2.3M shares0.57%2025-09-302025-11-14 ALKS ALKERMES PLC3.1M shares26.40%2025-09-302025-11-14 SLNO SOLENO THERAPEUTICS INC1.4M shares121.31%2025-09-302025-11-14 RLAY RELAY THERAPEUTICS INC17.0M shares27.34%2025-09-302025-11-14 AMLX AMYLYX PHARMACEUTICALS INC5.7M shares38.63%2025-11-102025-11-17 CLDX CELLDEX THERAPEUTICS INC NEW3.0M shares-12.22%2025-09-302025-11-14 CNTA CENTESSA PHARMACEUTICALS PLC2.9M shares-13.59%2025-09-302025-11-14 VRDN VIRIDIAN THERAPEUTICS INC3.2M shares-34.36%2025-09-302025-11-14 PTGX PROTAGONIST THERAPEUTICS INC1.0M shares-4.65%2025-09-302025-11-14 PHVS PHARVARIS N V2.4M shares26.53%2025-09-302025-11-14 CDTX CIDARA THERAPEUTICS INC585.0K shares-50.21%2025-09-302025-11-14 TYRA TYRA BIOSCIENCES INC3.4M shares8.87%2025-09-302025-11-14 ANRO 3.2M sharesnew addition2025-10-202025-10-27 TERN TERNS PHARMACEUTICALS INC5.7M sharesnew addition2025-09-302025-11-14 KYMR KYMERA THERAPEUTICS INC750.0K shares0.00%2025-09-302025-11-14 MNMD MIND MEDICINE MINDMED INC3.2M shares-35.50%2025-09-302025-11-14 NRIX NURIX THERAPEUTICS INC3.8M shares-4.27%2025-09-302025-11-14 ORKA ORUKA THERAPEUTICS INC1.8M shares23.48%2025-09-302025-11-14 SYRE SPYRE THERAPEUTICS INC2.0M shares0.00%2025-09-302025-11-14 DRUG BRIGHT MINDS BIOSCIENCES INC500.0K shares0.00%2025-09-302025-11-14 ASMB ASSEMBLY BIOSCIENCES INC1.0M sharesnew addition2025-09-302025-11-14 CTMX CYTOMX THERAPEUTICS INC7.7M shares0.00%2025-09-302025-11-14 LBRX LB PHARMACEUTICALS INC1.5M sharesnew addition2025-09-302025-11-14 TNGX TANGO THERAPEUTICS INC1.5M shares0.00%2025-09-302025-11-14 APGE APOGEE THERAPEUTICS INC290.0K shares0.00%2025-09-302025-11-14 PEPG PEPGEN INC2.4M sharesnew addition2025-09-302025-11-14 ENTA ENANTA PHARMACEUTICALS INC800.0K sharesnew addition2025-09-302025-11-14 SABS SAB BIOTHERAPEUTICS INC4.4M sharesnew addition2025-09-302025-11-14 IKT INHIBIKASE THERAPEUTICS INC5.4M shares0.00%2025-09-302025-11-14 PCSC PERCEPTIVE CAP SOLUTIONS COR750.0K shares0.00%2025-09-302025-11-14 AVTX AVALO THERAPEUTICS INC483.0K shares0.00%2025-09-302025-11-14 VTGN VISTAGEN THERAPEUTICS INC1.6M shares0.00%2025-09-302025-11-14 CBIO CRESCENT BIOPHARMA INC.450.8K shares-0.63%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available