13F HOLDINGS REPORT
COMMODORE CAPITAL LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001831942-23-000007
Total Value
$656.8M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | XENON PHARMACEUTICALS INC | XENE | 1,845,000 | $66.0M | 10.05% |
| 2 | VIRIDIAN THERAPEUTICS INC | VRDN | 2,189,659 | $55.7M | 8.48% |
| 3 | MERUS N V | N5749R100 | 2,950,000 | $54.3M | 8.26% |
| 4 | COGENT BIOSCIENCES INC | COGT | 4,772,421 | $51.5M | 7.84% |
| 5 | BELLUS HEALTH INC NEW | 07987C204 | 6,579,359 | $47.4M | 7.21% |
| 6 | AMBRX BIOPHARMA INC | 02290A102 | 4,803,447 | $42.8M | 6.52% |
| 7 | ENLIVEN THERAPEUTICS INC | ELVN | 1,731,365 | $37.9M | 5.77% |
| 8 | AKERO THERAPEUTICS INC | 00973Y108 | 790,000 | $30.2M | 4.60% |
| 9 | NUVALENT INC | NUVL | 1,075,000 | $28.0M | 4.27% |
| 10 | IMMUNOVANT INC | IMVT | 1,440,999 | $22.3M | 3.40% |
| 11 | VERA THERAPEUTICS INC | VERA | 2,824,029 | $21.9M | 3.34% |
| 12 | SYNDAX PHARMACEUTICALS INC | SNDX | 853,884 | $18.0M | 2.75% |
| 13 | CELLDEX THERAPEUTICS INC NEW | CLDX | 495,823 | $17.8M | 2.72% |
| 14 | CYMABAY THERAPEUTICS INC | 23257D103 | 2,025,000 | $17.7M | 2.69% |
| 15 | CABALETTA BIO INC | CABA | 1,835,000 | $15.2M | 2.31% |
| 16 | KURA ONCOLOGY INC | KURA | 1,204,958 | $14.7M | 2.24% |
| 17 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 575,000 | $14.6M | 2.22% |
| 18 | CELCUITY INC | CELC | 1,390,772 | $14.3M | 2.17% |
| 19 | PROMETHEUS BIOSCIENCES INC | 74349U108 | 127,156 | $13.6M | 2.08% |
| 20 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 1,325,000 | $10.2M | 1.56% |
| 21 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 739,661 | $9.9M | 1.51% |
| 22 | AVIDITY BIOSCIENCES INC | 05370A108 | 590,705 | $9.1M | 1.38% |
| 23 | ENANTA PHARMACEUTICALS INC | ENTA | 217,253 | $8.8M | 1.34% |
| 24 | ALLAKOS INC | 01671P100 | 1,900,000 | $8.5M | 1.29% |
| 25 | VAXCYTE INC | PCVX | 200,000 | $7.5M | 1.14% |
| 26 | ACLARIS THERAPEUTICS INC | ACRS | 635,000 | $5.1M | 0.78% |
| 27 | THIRD HARMONIC BIO INC | 88427A107 | 993,294 | $4.1M | 0.62% |
| 28 | ADVERUM BIOTECHNOLOGIES INC | 00773U108 | 5,000,000 | $3.6M | 0.55% |
| 29 | KALVISTA PHARMACEUTICALS INC | KALV | 312,553 | $2.5M | 0.37% |
| 30 | REZOLUTE INC | RZLT | 898,267 | $1.7M | 0.26% |
| 31 | ACUMEN PHARMACEUTICALS INC | ABOS | 400,000 | $1.6M | 0.25% |
| 32 | DBV TECHNOLOGIES S A | DBVTF | 92,687 | $156,641 | 0.02% |