Commodore Capital LP
CIK 1831942
13F filing for Q2 2026・No. 1,842
- Holdings
- US$1.68B
- Quarter change
- −US$49.49M
- Entries
- 33
- Net bought (estimate)
- −US$458.34M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 8
- Cut 9
- Added 6
- Corporate actions 0
- Unchanged 13
Largest holdings
33 stocks worth US$1.68B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RLAYRELAY THERAPEUTICS INCCOM | Cut | 12,000,000 | US$224.52M | 13.37% |
| ELVNENLIVEN THERAPEUTICS INCCOM | Unchanged | 3,275,000 | US$166.21M | 9.90% |
| ALKSALKERMES PLCSHS | Cut | 3,000,000 | US$157.19M | 9.36% |
| COGTCOGENT BIOSCIENCES INCCOM | Added | 3,050,000 | US$118.04M | 7.03% |
| AMYLYX PHARMACEUTICALS INCCOM | Unchanged | 5,650,000 | US$101.47M | 6.04% |
| DFTXDEFINIUM THERAPEUTICS INCCOM SHS | Unchanged | 2,000,000 | US$94.08M | 5.60% |
| SYRESPYRE THERAPEUTICS INCCOM NEW | CutSplit 1:2 | 846,786 | US$75.18M | 4.48% |
| ALTO NEUROSCIENCE INCCOM SHS | Unchanged | 2,723,196 | US$71.87M | 4.28% |
| TANGO THERAPEUTICS INCCOM | New | 2,250,000 | US$70.34M | 4.19% |
| EYEPOINT INCCOM NEW | Added | 4,600,000 | US$65.78M | 3.92% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.