# Commodore Capital LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1831942.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.68bn
- Positions: 33 (33 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1831942/000183194226000033/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [RELAY THERAPEUTICS INC (RLAY)](/companies/rlay.md) | COM | $224.5m | 13.4% | 12,000,000 |  | Reduced −5,000,000 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $166.2m | 9.9% | 3,275,000 |  | Unchanged |
| ALKERMES PLC | SHS | $157.2m | 9.4% | 3,000,000 |  | Reduced −1,200,000 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $118.0m | 7.0% | 3,050,000 |  | Added +161,993 |
| [AMYLYX PHARMACEUTICALS INC (AMLX)](/companies/amlx.md) | COM | $101.5m | 6.0% | 5,650,000 |  | Unchanged |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $94.1m | 5.6% | 2,000,000 |  | Unchanged |
| [SPYRE THERAPEUTICS INC (SYRE)](/companies/syre.md) | COM NEW | $75.2m | 4.5% | 846,786 |  | Reduced −1,065,594 |
| [ALTO NEUROSCIENCE INC (ANRO)](/companies/anro.md) | COM SHS | $71.9m | 4.3% | 2,723,196 |  | Unchanged |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $70.3m | 4.2% | 2,250,000 |  | New +2,250,000 |
| [EYEPOINT INC (EYPT)](/companies/eypt.md) | COM NEW | $65.8m | 3.9% | 4,600,000 |  | Added +1,775,000 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $59.9m | 3.6% | 1,875,000 |  | Reduced −600,000 |
| DAMORA THERAPEUTICS INC | COM NEW | $50.4m | 3.0% | 1,939,000 |  | Unchanged |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $50.2m | 3.0% | 1,350,000 |  | Reduced −1,346,616 |
| PHARVARIS N V | COM | $49.3m | 2.9% | 1,425,000 |  | Reduced −493,970 |
| [LB PHARMACEUTICALS INC (LBRX)](/companies/lbrx.md) | COM SHS | $48.7m | 2.9% | 1,500,000 |  | Unchanged |
| [ASSEMBLY BIOSCIENCES INC (ASMB)](/companies/asmb.md) | COM NEW | $38.9m | 2.3% | 1,415,000 |  | Added +415,000 |
| [EDITAS MEDICINE INC (EDIT)](/companies/edit.md) | COM | $28.8m | 1.7% | 8,889,000 |  | New +8,889,000 |
| [KYMERA THERAPEUTICS INC (KYMR)](/companies/kymr.md) | COM | $28.7m | 1.7% | 250,000 |  | Reduced −500,000 |
| [PERSPECTIVE THERAPEUTICS INC (CATX)](/companies/catx.md) | COM NEW | $21.6m | 1.3% | 6,336,782 |  | Unchanged |
| [CENTURY THERAPEUTICS INC (IPSC)](/companies/ipsc.md) | COM | $21.3m | 1.3% | 8,695,652 |  | Unchanged |
| ZURA BIO LTD | CLASS A ORD SHS | $19.2m | 1.1% | 3,250,000 |  | Unchanged |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $18.8m | 1.1% | 1,018,319 |  | Added +535,319 |
| INFLARX NV | COM | $16.4m | 1.0% | 7,300,000 |  | New +7,300,000 |
| [AN2 THERAPEUTICS INC (ANTX)](/companies/antx.md) | COM | $14.2m | 0.8% | 2,933,680 |  | Added +599,967 |
| NUVALENT INC | COM | $12.3m | 0.7% | 100,000 |  | Reduced −733,600 |
| [SAB BIOTHERAPEUTICS INC (SABS)](/companies/sabs.md) | COM NEW | $11.2m | 0.7% | 2,870,000 |  | Reduced −1,531,500 |
| [INHIBIKASE THERAPEUTICS INC (IKT)](/companies/ikt.md) | COM NEW | $11.0m | 0.7% | 5,397,488 |  | Unchanged |
| [RELMADA THERAPEUTICS INC (RLMD)](/companies/rlmd.md) | COM | $9.9m | 0.6% | 1,425,000 |  | Added +791,099 |
| [PEPGEN INC (PEPG)](/companies/pepg.md) | COM | $8.1m | 0.5% | 4,475,000 |  | Unchanged |
| RESEARCH ALLIANCE CORP III | ORD SHS CL A | $5.3m | 0.3% | 500,000 |  | New +500,000 |
| HELIX ACQUISITION CORP III | USD CL A ORD SHS | $5.3m | 0.3% | 500,000 |  | Unchanged |
| [LEONABIO INC (LONA)](/companies/lona.md) | COM | $4.3m | 0.3% | 464,398 |  | Unchanged |
| [VISTAGEN THERAPEUTICS INC (VTGN)](/companies/vtgn.md) | COM | $630.2k | <0.1% | 2,788,620 |  | New +2,788,620 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CORVUS PHARMACEUTICALS INC (CRVS)](/companies/crvs.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,258,735 |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $0 | 0.0% | 0 |  | Sold out −3,175,000 |
| [KARYOPHARM THERAPEUTICS INC (KPTI)](/companies/kpti.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −1,950,000 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,275,000 |
| [OCULAR THERAPEUTIX INC (OCUL)](/companies/ocul.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,575,000 |
| [PALISADE BIO INC (PALI)](/companies/pali.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,181,062 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −652,432 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $0 | 0.0% | 0 |  | Sold out −825,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001831942-26-000033. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.