Commodore Capital LP

NEW YORK, NY · CIK 1831942 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited partnership

Assets managed$2.4bn
Staff12 · 6 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $2.4bn gross assets
Websitecommodorecapital.com
Form ADV · 2026-03-31SEC adviser record

Legal entityCOMMODORE CAPITAL LP (US)

$1.7bn reported value -2.9% vs Q1 2026

33positions

68.2%in top 10

5 new 6 added 9 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	RELAY THERAPEUTICS INC COM RLAY	RLAY	12,000,000	$224.5m13.37%	13.37%	Reduced -5.0m	-5,000,000 -29.4%
2	ENLIVEN THERAPEUTICS INC COM ELVN	ELVN	3,275,000	$166.2m9.90%	9.90%	Unchanged
3	ALKERMES PLC SHS ALKS	ALKS	3,000,000	$157.2m9.36%	9.36%	Reduced -1.2m	-1,200,000 -28.6%
4	COGENT BIOSCIENCES INC COM COGT	COGT	3,050,000	$118.0m7.03%	7.03%	Added +162.0k	+161,993 5.6%
5	AMYLYX PHARMACEUTICALS INC COM AMLX	AMLX	5,650,000	$101.5m6.04%	6.04%	Unchanged
6	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	2,000,000	$94.1m5.60%	5.60%	Unchanged
7	SPYRE THERAPEUTICS INC COM NEW SYRE	SYRE	846,786	$75.2m4.48%	4.48%	Reduced -1.1m	-1,065,594 -55.7%
8	ALTO NEUROSCIENCE INC COM SHS ANRO	ANRO	2,723,196	$71.9m4.28%	4.28%	Unchanged
9	TANGO THERAPEUTICS INC COM TNGX	TNGX	2,250,000	$70.3m4.19%	4.19%	New
10	EYEPOINT PHARMACEUTICALS INC COM NEW EYPT	EYPT	4,600,000	$65.8m3.92%	3.92%	Added +1.8m	+1,775,000 62.8%
11	TYRA BIOSCIENCES INC COM TYRA	TYRA	1,875,000	$59.9m3.57%	3.57%	Reduced -600.0k	-600,000 -24.2%
12	DAMORA THERAPEUTICS INC COM NEW COM NEW		1,939,000	$50.4m3.00%	3.00%	Unchanged
13	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	1,350,000	$50.2m2.99%	2.99%	Reduced -1.3m	-1,346,616 -49.9%
14	PHARVARIS N V COM PHVS	PHVS	1,425,000	$49.3m2.93%	2.93%	Reduced -494.0k	-493,970 -25.7%
15	LB PHARMACEUTICALS INC COM SHS LBRX	LBRX	1,500,000	$48.7m2.90%	2.90%	Unchanged
16	ASSEMBLY BIOSCIENCES INC COM NEW ASMB	ASMB	1,415,000	$38.9m2.32%	2.32%	Added +415.0k	+415,000 41.5%
17	EDITAS MEDICINE INC COM EDIT	EDIT	8,889,000	$28.8m1.72%	1.72%	New
18	KYMERA THERAPEUTICS INC COM KYMR	KYMR	250,000	$28.7m1.71%	1.71%	Reduced -500.0k	-500,000 -66.7%
19	PERSPECTIVE THERAPEUTICS INC COM NEW CATX	CATX	6,336,782	$21.6m1.29%	1.29%	Unchanged
20	CENTURY THERAPEUTICS INC COM IPSC	IPSC	8,695,652	$21.3m1.27%	1.27%	Unchanged
21	ZURA BIO LTD CLASS A ORD SHS ZURA	ZURA	3,250,000	$19.2m1.14%	1.14%	Unchanged
22	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	1,018,319	$18.8m1.12%	1.12%	Added +535.3k	+535,319 110.8%
23	INFLARX NV COM IFRX	IFRX	7,300,000	$16.4m0.97%	0.97%	New
24	AN2 THERAPEUTICS INC COM ANTX	ANTX	2,933,680	$14.2m0.85%	0.85%	Added +600.0k	+599,967 25.7%
25	NUVALENT INC COM COM		100,000	$12.3m0.74%	0.74%	Reduced -733.6k	-733,600 -88.0%
26	SAB BIOTHERAPEUTICS INC COM NEW SABS	SABS	2,870,000	$11.2m0.67%	0.67%	Reduced -1.5m	-1,531,500 -34.8%
27	INHIBIKASE THERAPEUTICS INC COM NEW IKT	IKT	5,397,488	$11.0m0.65%	0.65%	Unchanged
28	RELMADA THERAPEUTICS INC COM RLMD	RLMD	1,425,000	$9.9m0.59%	0.59%	Added +791.1k	+791,099 124.8%
29	PEPGEN INC COM PEPG	PEPG	4,475,000	$8.1m0.48%	0.48%	Unchanged
30	RESEARCH ALLIANCE CORP III ORD SHS CL A RACC	RACC	500,000	$5.3m0.32%	0.32%	New
31	HELIX ACQUISITION CORP III USD CL A ORD SHS HLXC	HLXC	500,000	$5.3m0.32%	0.32%	Unchanged
32	LEONABIO INC COM LONA	LONA	464,398	$4.3m0.25%	0.25%	Unchanged
33	VISTAGEN THERAPEUTICS INC COM VTGN	VTGN	2,788,620	$630.2k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ERASCA INC ERAS	ERAS	3,175,000	$51.4m3.2m shares
XENON PHARMACEUTICALS INC XENE	XENE	825,000	$48.0m825.0k shares
NURIX THERAPEUTICS INC NRIX	NRIX	2,275,000	$35.3m2.3m shares
CORVUS PHARMACEUTICALS INC CRVS	CRVS	2,258,735	$33.0m2.3m shares
SOLENO THERAPEUTICS INC SLNO	SLNO	652,432	$21.8m652.4k shares
OCULAR THERAPEUTIX INC OCUL	OCUL	2,575,000	$21.8m2.6m shares
PALISADE BIO INC PALI	PALI	7,181,062	$12.6m7.2m shares
KARYOPHARM THERAPEUTICS INC KPTI	KPTI	1,950,000	$10.9m1.9m shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
VISTAGEN THERAPEUTICS INC VTGN · 13G · filed 2026-08-14	VTGN	9.9%≈ $959.3k	no change	13G	2026-08-14
SAB BIOTHERAPEUTICS INC SABS · 13G · filed 2026-08-14	SABS	9.9%≈ $34.9m	no change	13G	2026-08-14
IMMUNIC INC IMUX · 13G · filed 2026-08-14	IMUX	9.9%≈ $22.8m		13G	2026-08-14
AVALO THERAPEUTICS INC AVTX · 13G · filed 2026-06-18	AVTX	9.9%≈ $105.7m	new	13G	2026-06-18
EDITAS MEDICINE INC EDIT · 13G · filed 2026-06-02	EDIT	9.9%≈ $52.0m	new	13G	2026-06-02
ALTO NEUROSCIENCE INC ANRO · 13G · filed 2026-05-15	ANRO	9.9%≈ $94.7m	no change	13G	2026-05-15
INHIBIKASE THERAPEUTICS INC IKT · 13G · filed 2026-05-15	IKT	9.9%≈ $28.5m		13G	2026-05-15
AN2 THERAPEUTICS INC ANTX · 13G · filed 2026-03-16	ANTX	9.9%≈ $17.9m	new	13G	2026-03-16
IMMUNIC INC 13G · filed 2026-02-24		9.9%	new	13G	2026-02-24
PERSPECTIVE THERAPEUTICS INC CATX · 13G · filed 2026-02-09	CATX	9.9%≈ $40.7m	new	13G	2026-02-09
ASSEMBLY BIOSCIENCES INC ASMB · 13G · filed 2025-08-15	ASMB	9.9%≈ $44.4m	new	13G	2025-08-15
ENLIVEN THERAPEUTICS INC ELVN · 13G · filed 2026-05-15	ELVN	7.7%≈ $243.6m	-2.2 pts	13G	2026-05-15
SAGIMET BIOSCIENCES INC SGMT · 13G · filed 2026-10-07	SGMT	7.6%≈ $19.8m	new	13G	2026-10-07
SURROZEN INC SRZN · 13G · filed 2026-10-01	SRZN	7.5%≈ $23.0m	new	13G	2026-10-01
CENTURY THERAPEUTICS INC IPSC · 13G · filed 2026-01-16	IPSC	7.1%≈ $32.0m	new	13G	2026-01-16
LB PHARMACEUTICALS INC LBRX · 13G · filed 2026-05-15	LBRX	6.8%≈ $64.0m	+1.3 pts	13G	2026-05-15
PEPGEN INC PEPG · 13G · filed 2026-05-15	PEPG	6.5%≈ $8.1m	+1.4 pts	13G	2026-05-15
RELAY THERAPEUTICS INC RLAY · 13G · filed 2026-08-14	RLAY	5.5%≈ $224.5m	-4.4 pts	13G	2026-08-14
RESEARCH ALLIANCE CORP III RACC · 13G · filed 2026-05-28	RACC	5.5%≈ $5.3m	new	13G	2026-05-28
INFLARX NV IFRX · 13G · filed 2026-08-17	IFRX	5.1%≈ $9.1m	new	13G	2026-08-17
EYEPOINT PHARMACEUTICALS INC EYPT · 13G · filed 2026-06-03	EYPT	5.1%≈ $60.8m	new	13G	2026-06-03
RELMADA THERAPEUTICS INC RLMD · 13G · filed 2026-05-04	RLMD	5.1%≈ $38.1m	new	13G	2026-05-04
AMYLYX PHARMACEUTICALS INC AMLX · 13G · filed 2025-11-17	AMLX	5.1%≈ $101.5m	new	13G	2025-11-17