13F HOLDINGS REPORT
COMMODORE CAPITAL LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001831942-25-000008
Total Value
$1.42B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERUS N V | N5749R100 | 3,525,000 | $185.4M | 13.09% |
| 2 | NUVALENT INC | NUVL | 1,375,000 | $104.9M | 7.41% |
| 3 | XENON PHARMACEUTICALS INC | XENE | 3,025,000 | $94.7M | 6.68% |
| 4 | ENLIVEN THERAPEUTICS INC | ELVN | 4,692,809 | $94.1M | 6.64% |
| 5 | AGIOS PHARMACEUTICALS INC | AGIO | 2,325,000 | $77.3M | 5.46% |
| 6 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,450,000 | $70.2M | 4.96% |
| 7 | ALKERMES PLC | ALKS | 2,450,000 | $70.1M | 4.95% |
| 8 | VIRIDIAN THERAPEUTICS INC | VRDN | 4,875,000 | $68.2M | 4.81% |
| 9 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,075,000 | $59.4M | 4.19% |
| 10 | CIDARA THERAPEUTICS INC | 171757206 | 1,175,000 | $57.2M | 4.04% |
| 11 | SCHOLAR ROCK HLDG CORP | SRRK | 1,450,000 | $51.4M | 3.63% |
| 12 | SOLENO THERAPEUTICS INC | SLNO | 610,000 | $51.1M | 3.61% |
| 13 | RELAY THERAPEUTICS INC | RLAY | 13,350,000 | $46.2M | 3.26% |
| 14 | NURIX THERAPEUTICS INC | NRIX | 3,948,653 | $45.0M | 3.17% |
| 15 | CENTESSA PHARMACEUTICALS PLC | CNTA | 3,298,289 | $43.3M | 3.06% |
| 16 | PHARVARIS N V | PHVS | 1,911,433 | $33.6M | 2.37% |
| 17 | KYMERA THERAPEUTICS INC | KYMR | 750,000 | $32.7M | 2.31% |
| 18 | MIND MEDICINE MINDMED INC | 60255C885 | 5,000,000 | $32.5M | 2.29% |
| 19 | SPYRE THERAPEUTICS INC | SYRE | 1,988,084 | $29.8M | 2.10% |
| 20 | TYRA BIOSCIENCES INC | TYRA | 3,100,000 | $29.7M | 2.09% |
| 21 | VERA THERAPEUTICS INC | VERA | 800,000 | $18.8M | 1.33% |
| 22 | CYTOMX THERAPEUTICS INC | CTMX | 7,692,300 | $17.5M | 1.23% |
| 23 | COGENT BIOSCIENCES INC | COGT | 2,311,164 | $16.6M | 1.17% |
| 24 | ORUKA THERAPEUTICS INC | ORKA | 1,419,714 | $15.9M | 1.12% |
| 25 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 500,000 | $13.1M | 0.92% |
| 26 | APOGEE THERAPEUTICS INC | APGE | 290,000 | $12.6M | 0.89% |
| 27 | INHIBIKASE THERAPEUTICS INC | IKT | 5,397,488 | $10.5M | 0.74% |
| 28 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 750,000 | $8.0M | 0.56% |
| 29 | TANGO THERAPEUTICS INC | TNGX | 1,500,000 | $7.7M | 0.54% |
| 30 | CRESCENT BIOPHARMA INC. | CBIO | 453,686 | $7.3M | 0.52% |
| 31 | NEUROGENE INC | NGNE | 427,866 | $6.4M | 0.45% |
| 32 | VISTAGEN THERAPEUTICS INC | VTGN | 1,575,000 | $3.1M | 0.22% |
| 33 | AVALO THERAPEUTICS INC | AVTX | 483,000 | $2.4M | 0.17% |