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Q2 2026 13F · SEC CIK 1831942

Commodore Capital LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.7B
Reported positions
33
Top holdings a year, 3 yrs
+44.6%
Assets under management
$2.4B

Commodore Capital LP is a hedge fund that reported 33 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Relay Therapeutics Inc (RLAY, 13.4%), Enliven Therapeutics Inc (ELVN, 9.9%), Alkermes PLC (ALKS, 9.4%). A portfolio copying its top holdings returned 44.6% a year over the last 3 years, against 20.4% for the S&P 500.

Commodore Capital LP holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Commodore Capital LP 13F holdings
Stock% of 13F valueShare changeReported value
RLAYRelay Therapeutics Inc13.4%-29.4%$224.5M
ELVNEnliven Therapeutics Inc9.9%+0.0%$166.2M
ALKSAlkermes PLC9.4%-28.6%$157.2M
COGTCogent Biosciences Inc7.0%+5.6%$118.0M
AMLXAmylyx Pharmaceuticals Inc6.0%+0.0%$101.5M
24477V105Definium Therapeutics Inc5.6%+0.0%$94.1M
SYRESpyre Therapeutics4.5%-55.7%$75.2M
ANROAlto Neuroscience Inc4.3%+0.0%$71.9M
TNGXTango Therapeutics Inc4.2%—$70.3M
EYPTEyepoint Pharmaceuticals Inc3.9%+62.8%$65.8M
TYRATyra Biosciences Inc3.6%-24.2%$59.9M
GLTODamora Therapeutics Inc3.0%+0.0%$50.4M
CLDXCelldex Therapeutics Inc New3.0%-49.9%$50.2M
PHVSPharvaris N V2.9%-25.7%$49.3M
LBRXLB Pharmaceuticals, Inc.2.9%+0.0%$48.7M
ASMBAssembly Biosciences Inc.2.3%+41.5%$38.9M
EDITEditas Medicine Inc1.7%—$28.8M
KYMRKymera Therapeutics Inc1.7%-66.7%$28.7M
CATXPerspective Therapeutics Inc1.3%+0.0%$21.6M
IPSCCentury Therapeutics Inc1.3%+0.0%$21.3M
ZURAZura Bio Ltd1.1%+0.0%$19.2M
AVTXAvalo Therapeutics Inc1.1%+110.8%$18.8M
N44821101Inflarx NV1.0%—$16.4M
ANTXAn2 Therapeutics Inc0.8%+25.7%$14.2M
NUVLNuvalent Inc0.7%-88.0%$12.3M
SABSSab Biotherapeutics Inc0.7%-34.8%$11.2M
IKTInhibikase Therapeutics Inc0.7%+0.0%$11.0M
RLMDRelmada Therapeutics Inc0.6%+124.8%$9.9M
PEPGPepgen Inc0.5%+0.0%$8.1M
RACCResearch Alliance Corp III0.3%—$5.3M
HLXCHelix Acquisition Corp III0.3%+0.0%$5.3M
LONALeonabio Inc0.3%+0.0%$4.3M
VTGNVistagen Therapeutics Inc0.0%—$630K

What Commodore Capital LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+129.4% /yr
S&P 500 +20.1%
3 years
+44.6% /yr
S&P 500 +20.4%
5 years
+21.4% /yr
S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$1.7B33
Q1 2026$1.7B36
Q4 2025$1.5B33
Q3 2025$2.0B37
Q2 2025$1.4B33
Q1 2025$1.4B31
Q4 2024$1.4B31
Q3 2024$1.6B36
Q2 2024$1.5B35
Q1 2024$1.5B39
Q4 2023$1.1B32
Q3 2023$855.5M30

Questions about Commodore Capital LP's portfolio

What stocks does Commodore Capital LP own?

Commodore Capital LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 33 positions worth $1.7B. The largest are Relay Therapeutics Inc (RLAY) at 13.4%, Enliven Therapeutics Inc (ELVN) at 9.9%, Alkermes PLC (ALKS) at 9.4%, Cogent Biosciences Inc (COGT) at 7.0% and Amylyx Pharmaceuticals Inc (AMLX) at 6.0%.

What did Commodore Capital LP buy last quarter?

In Q2 2026, Commodore Capital LP added a new position in Tango Therapeutics Inc (TNGX), a new position in Editas Medicine Inc (EDIT), a new position in Inflarx NV, a new position in Research Alliance Corp III (RACC), a new position in Vistagen Therapeutics Inc (VTGN), Relmada Therapeutics Inc (RLMD) (+124.8% shares), Avalo Therapeutics Inc (AVTX) (+110.8% shares) and Eyepoint Pharmaceuticals Inc (EYPT) (+62.8% shares), compared with its Q1 2026 filing.

What did Commodore Capital LP sell last quarter?

In Q2 2026, Commodore Capital LP sold all of Erasca Inc (ERAS), sold all of Xenon Pharmaceuticals Inc (XENE), sold all of Nurix Therapeutics Inc (NRIX), sold all of Corvus Pharmaceuticals Inc Com (CRVS), sold all of Soleno Therapeutics Inc (SLNO), Nuvalent Inc (NUVL) (-88.0% shares), Kymera Therapeutics Inc (KYMR) (-66.7% shares) and Spyre Therapeutics (SYRE) (-55.7% shares), compared with its Q1 2026 filing.

How has Commodore Capital LP's portfolio performed?

A portfolio copying Commodore Capital LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +44.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +129.4% against +20.1%. Over 5 years: +21.4% a year against +11.2%.

When is Commodore Capital LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Commodore Capital LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Commodore Capital LP manage?

Commodore Capital LP reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.