COMMODORE CAPITAL LP

data from 30/09/2025

Capitalization

$ 2.048 B 44.59 %

Average holding period

6 ans

Performance

$ 791.333 M 87.44 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in COMMODORE CAPITAL LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MRUS MERUS N V 16.20% 331.879 M $ 3525000 2021/09/30 146.464 M $ 78.99 %
2025/09/30 NUVL NUVALENT INC 5.91% 121.072 M $ 1400000 2022/12/31 13.998 M $ 13.34 %
2025/09/30 XENE XENON PHARMACEUTICALS INC 5.29% 108.405 M $ 2700000 2020/12/31 26.771 M $ 28.27 %
2025/09/30 COGT COGENT BIOSCIENCES INC 5.08% 104.110 M $ 7250000 2020/12/31 16.594 M $ 100.00 %
2025/09/30 ELVN ENLIVEN THERAPEUTICS INC 4.69% 96.062 M $ 4692809 2023/03/31 1.924 M $ 2.04 %
2025/09/30 AGIO AGIOS PHARMACEUTICALS INC 4.58% 93.859 M $ 2338287 2025/03/31 15.996 M $ 20.69 %
2025/09/30 ALKS ALKERMES PLC 4.54% 92.903 M $ 3096754 2024/06/30 3.406 M $ 4.86 %
2025/09/30 SLNO SOLENO THERAPEUTICS INC 4.46% 91.260 M $ 1350000 2023/09/30 -9.870 M $ -19.31 %
2025/09/30 RLAY RELAY THERAPEUTICS INC 4.33% 88.740 M $ 17000000 2025/06/30 23.496 M $ 50.87 %
2025/09/30 CLDX CELLDEX THERAPEUTICS INC NEW 3.82% 78.343 M $ 3028335 2020/12/31 19.044 M $ 27.13 %
2025/09/30 CNTA CENTESSA PHARMACEUTICALS PLC 3.37% 69.113 M $ 2850000 2024/09/30 36.644 M $ 84.55 %
2025/09/30 VRDN VIRIDIAN THERAPEUTICS INC 3.37% 69.056 M $ 3200000 2021/03/31 37.050 M $ 54.36 %
2025/09/30 PTGX PROTAGONIST THERAPEUTICS INC 3.32% 68.091 M $ 1025000 2025/06/30 11.997 M $ 20.19 %
2025/09/30 PHVS PHARVARIS N V 2.95% 60.341 M $ 2418476 2023/12/31 14.049 M $ 41.76 %
2025/09/30 CDTX CIDARA THERAPEUTICS INC 2.73% 56.020 M $ 585000 2025/06/30 55.284 M $ 96.59 %
2025/09/30 AMLX AMYLYX PHARMACEUTICALS INC 2.70% 55.386 M $ 4075478 2025/09/30 0.000 $ 0.00 %
2025/09/30 TYRA TYRA BIOSCIENCES INC 2.31% 47.216 M $ 3375000 2025/03/31 13.702 M $ 46.19 %
2025/09/30 TERN TERNS PHARMACEUTICALS INC 2.09% 42.807 M $ 5700000 2025/09/30 0.000 $ 0.00 %
2025/09/30 KYMR KYMERA THERAPEUTICS INC 2.07% 42.450 M $ 750000 2025/06/30 9.720 M $ 29.70 %
2025/09/30 MNMD MIND MEDICINE MINDMED INC 1.86% 38.023 M $ 3225000 2024/03/31 26.500 M $ 81.66 %
2025/09/30 NRIX NURIX THERAPEUTICS INC 1.71% 34.928 M $ 3780055 2024/09/30 -8.490 M $ -18.88 %
2025/09/30 ORKA ORUKA THERAPEUTICS INC 1.65% 33.711 M $ 1753054 2024/09/30 11.386 M $ 71.54 %
2025/09/30 SYRE SPYRE THERAPEUTICS INC 1.63% 33.320 M $ 1988084 2023/09/30 3.559 M $ 11.96 %
2025/09/30 DRUG BRIGHT MINDS BIOSCIENCES INC 1.48% 30.330 M $ 500000 2024/12/31 17.275 M $ 132.32 %
2025/09/30 ASMB ASSEMBLY BIOSCIENCES INC 1.25% 25.600 M $ 1000000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CTMX CYTOMX THERAPEUTICS INC 1.20% 24.538 M $ 7692300 2025/06/30 7.077 M $ 40.53 %
2025/09/30 LBRX LB PHARMACEUTICALS INC 1.16% 23.685 M $ 1500000 2025/09/30 0.000 $ 0.00 %
2025/09/30 TNGX TANGO THERAPEUTICS INC 0.62% 12.600 M $ 1500000 2025/06/30 4.920 M $ 64.06 %
2025/09/30 APGE APOGEE THERAPEUTICS INC 0.56% 11.522 M $ 290000 2023/09/30 -1.073 M $ -8.52 %
2025/09/30 PEPG PEPGEN INC 0.53% 10.891 M $ 2357319 2025/09/30 0.000 $ 0.00 %
2025/09/30 ENTA ENANTA PHARMACEUTICALS INC 0.47% 9.576 M $ 800000 2025/09/30 0.000 $ 0.00 %
2025/09/30 SABS SAB BIOTHERAPEUTICS INC 0.43% 8.847 M $ 4401500 2025/09/30 0.000 $ 0.00 %
2025/09/30 IKT INHIBIKASE THERAPEUTICS INC 0.43% 8.744 M $ 5397488 2024/12/31 -1.781 M $ -16.92 %
2025/09/30 PCSC PERCEPTIVE CAP SOLUTIONS COR 0.39% 7.920 M $ 750000 2024/06/30 -14.999 K $ -0.19 %
2025/09/30 AVTX AVALO THERAPEUTICS INC 0.30% 6.139 M $ 483000 2024/06/30 3.729 M $ 154.71 %
2025/09/30 VTGN VISTAGEN THERAPEUTICS INC 0.27% 5.591 M $ 1575000 2023/09/30 2.441 M $ 77.50 %
2025/09/30 CBIO CRESCENT BIOPHARMA INC. 0.26% 5.360 M $ 450829 2025/06/30 -1.928 M $ -26.33 %
2025/09/30 VERA VERA THERAPEUTICS INC 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/09/30 NGNE NEUROGENE INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 SRRK SCHOLAR ROCK HLDG CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %