13F HOLDINGS REPORT
COMMODORE CAPITAL LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001831942-25-000023
Total Value
$2.05B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MERUS N V | N5749R100 | 3,525,000 | $331.9M | 16.20% |
| 2 | NUVALENT INC | NUVL | 1,400,000 | $121.1M | 5.91% |
| 3 | XENON PHARMACEUTICALS INC | XENE | 2,700,000 | $108.4M | 5.29% |
| 4 | COGENT BIOSCIENCES INC | COGT | 7,250,000 | $104.1M | 5.08% |
| 5 | ENLIVEN THERAPEUTICS INC | ELVN | 4,692,809 | $96.1M | 4.69% |
| 6 | AGIOS PHARMACEUTICALS INC | AGIO | 2,338,287 | $93.9M | 4.58% |
| 7 | ALKERMES PLC | ALKS | 3,096,754 | $92.9M | 4.54% |
| 8 | SOLENO THERAPEUTICS INC | SLNO | 1,350,000 | $91.3M | 4.46% |
| 9 | RELAY THERAPEUTICS INC | RLAY | 17,000,000 | $88.7M | 4.33% |
| 10 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,028,335 | $78.3M | 3.82% |
| 11 | CENTESSA PHARMACEUTICALS PLC | CNTA | 2,850,000 | $69.1M | 3.37% |
| 12 | VIRIDIAN THERAPEUTICS INC | VRDN | 3,200,000 | $69.1M | 3.37% |
| 13 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,025,000 | $68.1M | 3.32% |
| 14 | PHARVARIS N V | PHVS | 2,418,476 | $60.3M | 2.95% |
| 15 | CIDARA THERAPEUTICS INC | 171757206 | 585,000 | $56.0M | 2.73% |
| 16 | AMYLYX PHARMACEUTICALS INC | AMLX | 4,075,478 | $55.4M | 2.70% |
| 17 | TYRA BIOSCIENCES INC | TYRA | 3,375,000 | $47.2M | 2.30% |
| 18 | TERNS PHARMACEUTICALS INC | TERN | 5,700,000 | $42.8M | 2.09% |
| 19 | KYMERA THERAPEUTICS INC | KYMR | 750,000 | $42.5M | 2.07% |
| 20 | MIND MEDICINE MINDMED INC | 60255C885 | 3,225,000 | $38.0M | 1.86% |
| 21 | NURIX THERAPEUTICS INC | NRIX | 3,780,055 | $34.9M | 1.71% |
| 22 | ORUKA THERAPEUTICS INC | ORKA | 1,753,054 | $33.7M | 1.65% |
| 23 | SPYRE THERAPEUTICS INC | SYRE | 1,988,084 | $33.3M | 1.63% |
| 24 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 500,000 | $30.3M | 1.48% |
| 25 | ASSEMBLY BIOSCIENCES INC | ASMB | 1,000,000 | $25.6M | 1.25% |
| 26 | CYTOMX THERAPEUTICS INC | CTMX | 7,692,300 | $24.5M | 1.20% |
| 27 | LB PHARMACEUTICALS INC | LBRX | 1,500,000 | $23.7M | 1.16% |
| 28 | TANGO THERAPEUTICS INC | TNGX | 1,500,000 | $12.6M | 0.62% |
| 29 | APOGEE THERAPEUTICS INC | APGE | 290,000 | $11.5M | 0.56% |
| 30 | PEPGEN INC | PEPG | 2,357,319 | $10.9M | 0.53% |
| 31 | ENANTA PHARMACEUTICALS INC | ENTA | 800,000 | $9.6M | 0.47% |
| 32 | SAB BIOTHERAPEUTICS INC | SABSW | 4,401,500 | $8.8M | 0.43% |
| 33 | INHIBIKASE THERAPEUTICS INC | IKT | 5,397,488 | $8.7M | 0.43% |
| 34 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 750,000 | $7.9M | 0.39% |
| 35 | AVALO THERAPEUTICS INC | AVTX | 483,000 | $6.1M | 0.30% |
| 36 | VISTAGEN THERAPEUTICS INC | VTGN | 1,575,000 | $5.6M | 0.27% |
| 37 | CRESCENT BIOPHARMA INC. | CBIO | 450,829 | $5.4M | 0.26% |