Commodore Capital LP

CIK 0001831942 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Commodore Capital LP reported 33 positions worth $1.68B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RLAY (13.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.68B
2026 Q2
Positions
33
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
68.2%
Est. Net Flow (Q)
2026 Q2
10 / 33 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RLAYRELAY THERAPEUTICS INCSH$224.5M13.37%12,000,000
2ELVNENLIVEN THERAPEUTICS INCSH$166.2M9.90%3,275,000
3ALKSALKERMES PLCSH$157.2M9.36%3,000,000
4COGTCOGENT BIOSCIENCES INCSH$118.0M7.03%3,050,000
5AMLXAMYLYX PHARMACEUTICALS INCSH$101.5M6.04%5,650,000
6DFTXDEFINIUM THERAPEUTICS INCSH$94.1M5.60%2,000,000
7SYRESPYRE THERAPEUTICS INCSH$75.2M4.48%846,786
8ANROALTO NEUROSCIENCE INCSH$71.9M4.28%2,723,196
9TNGXTANGO THERAPEUTICS INCSH$70.3M4.19%2,250,000
10EYPTEYEPOINT INCSH$65.8M3.92%4,600,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Commodore Capital LP hold as of Q2 2026?

Commodore Capital LP reported 33 positions worth $1.68B in its Q2 2026 13F filing. Largest positions: RLAY (13.4%), ELVN (9.9%), ALKS (9.4%), COGT (7.0%) and AMLX (6.0%).

What did Commodore Capital LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Commodore Capital LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.