Commodore Capital LP — 13F holdings

Commodore Capital LP reported 33 holdings worth $1.68B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RLAY RELAY THERAPEUTICS INC — $225M (13.4%)
2. ELVN ENLIVEN THERAPEUTICS INC — $166M (9.9%)
3. ALKS Alkermes PLC — $157M (9.4%)
4. COGT COGENT BIOSCIENCES INC — $118M (7.0%)
5. AMLX AMYLYX PHARMACEUTICALS INC — $101M (6.0%)
6. DFTX DEFINIUM THERAPEUTICS INC — $94.1M (5.6%)
7. SYRE SPYRE THERAPEUTICS INC — $75.2M (4.5%)
8. ANRO ALTO NEUROSCIENCE INC — $71.9M (4.3%)
9. TNGX TANGO THERAPEUTICS INC — $70.3M (4.2%)
10. EYPT EYEPOINT PHARMACEUTICALS INC — $65.8M (3.9%)