2026 Q2 Portfolio Activity
In 2026 Q2, Commodore Capital LP maintained a portfolio of 41 distinct positions. The most significant new addition was TANGO THERAPEUTICS INC, now representing 4.19% of the total fund value. They heavily accumulated shares in EYEPOINT INC, increasing the position by 62.8%. The fund also reduced its exposure to NUVALENT INC by 88.0%.
Position History
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Total Positions
41
Quarter
2026 Q2
Top Holding
RLAY (13.4%)
Top 10 Concentration
68.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-41 of 41
Commodore Capital LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 13.37% | 9.79% |
#1
Prev: #1
|
6.0 |
—
|
-5,000,000 | -29.4% |
P
S
|
12,000,000 | $224,520,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 9.90% | 7.43% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
3,275,000 | $166,206,250 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 9.36% | 8.59% |
#3
1
Prev: #2
|
4.7 |
—
|
-1,200,000 | -28.6% |
P
S
|
3,000,000 | $157,185,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 7.03% | 6.43% |
#4
Prev: #4
|
5.3 |
—
|
161,993 | 5.6% |
P
S
|
3,050,000 | $118,035,000 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 6.04% | 4.54% |
#5
4
Prev: #9
|
3.9 |
—
|
no change | no change |
P
S
|
5,650,000 | $101,474,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 5.60% | 2.19% |
#6
10
Prev: #16
|
3.2 |
—
|
no change | no change |
P
S
|
2,000,000 | $94,080,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 4.48% | 5.58% |
#7
2
Prev: #5
|
1.8 |
—
|
-1,065,594 | -55.7% |
P
S
|
846,786 | $75,177,661 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANRO
ALTO NEUROSCIEN...
|
Healthcare | 4.28% | 3.54% |
#8
3
Prev: #11
|
2.7 |
—
|
no change | no change |
P
S
|
2,723,196 | $71,865,142 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 4.19% | — |
#9
Prev: #—
|
5.2 |
—
|
2,250,000 | — |
NEW
|
2,250,000 | $70,335,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 3.92% | 2.11% |
#10
8
Prev: #18
|
4.6 |
—
|
1,775,000 | 62.8% |
P
S
|
4,600,000 | $65,780,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 3.57% | 5.48% |
#11
5
Prev: #6
|
1.4 |
—
|
-600,000 | -24.2% |
P
S
|
1,875,000 | $59,887,500 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLTO
DAMORA THERAPEU...
|
Healthcare | 3.00% | 2.91% |
#12
2
Prev: #14
|
2.2 |
—
|
no change | no change |
P
S
|
1,939,000 | $50,433,390 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 2.99% | 4.95% |
#13
6
Prev: #7
|
1.2 |
—
|
-1,346,616 | -49.9% |
P
S
|
1,350,000 | $50,233,500 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PHVS
PHARVARIS N V
|
Healthcare | 2.93% | 3.14% |
#14
2
Prev: #12
|
1.2 |
—
|
-493,970 | -25.7% |
P
S
|
1,425,000 | $49,276,500 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LBRX
LB PHARMACEUTIC...
|
Healthcare | 2.90% | 2.14% |
#15
2
Prev: #17
|
2.2 |
—
|
no change | no change |
P
S
|
1,500,000 | $48,682,500 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASMB
ASSEMBLY BIOSCI...
|
Healthcare | 2.32% | 1.61% |
#16
5
Prev: #21
|
3.4 |
—
|
415,000 | 41.5% |
P
S
|
1,415,000 | $38,884,200 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EDIT
EDITAS MEDICINE...
|
Healthcare | 1.72% | — |
#17
Prev: #—
|
4.2 |
—
|
8,889,000 | — |
NEW
|
8,889,000 | $28,800,360 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 1.71% | 3.61% |
#18
8
Prev: #10
|
0.7 |
—
|
-500,000 | -66.7% |
P
S
|
250,000 | $28,667,500 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CATX
PERSPECTIVE THE...
|
Healthcare | 1.29% | 1.53% |
#19
3
Prev: #22
|
1.5 |
—
|
no change | no change |
P
S
|
6,336,782 | $21,608,427 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IPSC
CENTURY THERAPE...
|
Healthcare | 1.27% | 1.14% |
#20
5
Prev: #25
|
1.5 |
—
|
no change | no change |
P
S
|
8,695,652 | $21,304,347 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZURA
ZURA BIO LTD
|
Healthcare | 1.14% | 1.12% |
#21
5
Prev: #26
|
1.5 |
—
|
no change | no change |
P
S
|
3,250,000 | $19,175,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 1.12% | 0.42% |
#22
11
Prev: #33
|
3.4 |
—
|
535,319 | 110.8% |
P
S
|
1,018,319 | $18,818,535 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IFRX
INFLARX NV
|
Healthcare | 0.97% | — |
#23
Prev: #—
|
3.9 |
—
|
7,300,000 | — |
NEW
|
7,300,000 | $16,352,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANTX
AN2 THERAPEUTIC...
|
Healthcare | 0.85% | 0.46% |
#24
7
Prev: #31
|
2.8 |
—
|
599,967 | 25.7% |
P
S
|
2,933,680 | $14,199,011 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NUVL
NUVALENT INC
|
Healthcare | 0.74% | 4.94% |
#25
17
Prev: #8
|
0.3 |
—
|
-733,600 | -88.0% |
P
S
|
100,000 | $12,350,000 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SABS
SAB BIOTHERAPEU...
|
Healthcare | 0.67% | 0.98% |
#26
1
Prev: #27
|
0.3 |
—
|
-1,531,500 | -34.8% |
P
S
|
2,870,000 | $11,193,000 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IKT
INHIBIKASE THER...
|
Healthcare | 0.65% | 0.52% |
#27
3
Prev: #30
|
1.3 |
—
|
no change | no change |
P
S
|
5,397,488 | $10,956,901 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLMD
RELMADA THERAPE...
|
Healthcare | 0.59% | 0.26% |
#28
8
Prev: #36
|
3.2 |
—
|
791,099 | 124.8% |
P
S
|
1,425,000 | $9,861,000 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PEPG
PEPGEN INC
|
Healthcare | 0.48% | 0.46% |
#29
3
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
4,475,000 | $8,055,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
RESEARCH ALLIAN...
|
|
Unknown | 0.32% | — |
#30
Prev: #—
|
3.6 |
—
|
500,000 | — |
NEW
|
500,000 | $5,350,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
N/A
HELIX ACQUISITI...
|
|
Unknown | 0.32% | 0.29% |
#31
3
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
500,000 | $5,320,000 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
LONA
LEONABIO INC
|
Healthcare | 0.25% | 0.28% |
#32
3
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
464,398 | $4,267,818 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VTGN
VISTAGEN THERAP...
|
Healthcare | 0.04% | — |
#33
Prev: #—
|
3.5 |
—
|
2,788,620 | — |
NEW
|
2,788,620 | $630,228 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KPTI
KARYOPHARM THER...
|
Healthcare | 0.00% | 0.63% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-1,950,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.00% | 0.73% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-7,181,062 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OCUL
OCULAR THERAPEU...
|
Healthcare | 0.00% | 1.26% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-2,575,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLNO
SOLENO THERAPEU...
|
Healthcare | 0.00% | 1.26% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-652,432 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 0.00% | 1.91% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-2,258,735 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NRIX
NURIX THERAPEUT...
|
Healthcare | 0.00% | 2.04% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-2,275,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 0.00% | 2.78% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-825,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 0.00% | 2.97% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-3,175,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-41 of 41 holdings