13F HOLDINGS REPORT
COMMODORE CAPITAL LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001831942-23-000011
Total Value
$855.5M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERUS N V | N5749R100 | 4,428,072 | $104.4M | 12.20% |
| 2 | VERA THERAPEUTICS INC | VERA | 5,450,000 | $74.7M | 8.73% |
| 3 | XENON PHARMACEUTICALS INC | XENE | 1,845,000 | $63.0M | 7.37% |
| 4 | VAXCYTE INC | PCVX | 1,100,000 | $56.1M | 6.55% |
| 5 | COGENT BIOSCIENCES INC | COGT | 5,566,026 | $54.3M | 6.34% |
| 6 | RHYTHM PHARMACEUTICALS INC | RYTM | 2,075,000 | $47.6M | 5.56% |
| 7 | AMBRX BIOPHARMA INC | 02290A102 | 3,518,556 | $40.5M | 4.73% |
| 8 | ENLIVEN THERAPEUTICS INC | ELVN | 2,901,816 | $39.6M | 4.63% |
| 9 | CABALETTA BIO INC | CABA | 2,525,753 | $38.4M | 4.49% |
| 10 | IMMUNOVANT INC | IMVT | 1,000,000 | $38.4M | 4.49% |
| 11 | NUVALENT INC | NUVL | 828,778 | $38.1M | 4.45% |
| 12 | VIRIDIAN THERAPEUTICS INC | VRDN | 2,200,000 | $33.7M | 3.94% |
| 13 | AKERO THERAPEUTICS INC | 00973Y108 | 565,000 | $28.6M | 3.34% |
| 14 | SOLENO THERAPEUTICS INC | SLNO | 887,500 | $26.2M | 3.06% |
| 15 | IDEAYA BIOSCIENCES INC | IDYA | 775,000 | $20.9M | 2.44% |
| 16 | CELLDEX THERAPEUTICS INC NEW | CLDX | 706,665 | $19.4M | 2.27% |
| 17 | CELCUITY INC | CELC | 1,694,141 | $15.5M | 1.81% |
| 18 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 1,325,000 | $15.2M | 1.77% |
| 19 | ADVERUM BIOTECHNOLOGIES INC | 00773U108 | 10,000,000 | $15.0M | 1.75% |
| 20 | CRINETICS PHARMACEUTICALS IN | CRNX | 500,000 | $14.9M | 1.74% |
| 21 | SYNDAX PHARMACEUTICALS INC | SNDX | 957,509 | $13.9M | 1.63% |
| 22 | KURA ONCOLOGY INC | KURA | 1,400,000 | $12.8M | 1.49% |
| 23 | THIRD HARMONIC BIO INC | 88427A107 | 1,700,000 | $10.9M | 1.27% |
| 24 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 739,661 | $9.1M | 1.06% |
| 25 | VISTAGEN THERAPEUTICS INC | VTGN | 1,575,000 | $8.3M | 0.96% |
| 26 | RAYZEBIO INC | 75525N107 | 288,911 | $6.4M | 0.75% |
| 27 | APOGEE THERAPEUTICS INC | APGE | 250,000 | $5.3M | 0.62% |
| 28 | MERSANA THERAPEUTICS INC | 59045L106 | 2,244,378 | $2.9M | 0.33% |
| 29 | AEGLEA BIOTHERAPEUTICS INC | SYRE | 116,324 | $1.4M | 0.17% |
| 30 | DBV TECHNOLOGIES S A | DBVTF | 92,687 | $126,054 | 0.01% |