13F HOLDINGS REPORT
COMMODORE CAPITAL LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001831942-26-000004
Total Value
$1.50B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RELAY THERAPEUTICS INC | RLAY | 17,000,000 | $143.8M | 9.57% |
| 2 | ALKERMES PLC | ALKS | 3,550,000 | $99.3M | 6.61% |
| 3 | TYRA BIOSCIENCES INC | TYRA | 3,375,000 | $88.7M | 5.91% |
| 4 | XENON PHARMACEUTICALS INC | XENE | 1,800,000 | $80.7M | 5.37% |
| 5 | SPYRE THERAPEUTICS INC | SYRE | 2,388,245 | $78.2M | 5.21% |
| 6 | COGENT BIOSCIENCES INC | COGT | 2,196,845 | $78.0M | 5.19% |
| 7 | ENLIVEN THERAPEUTICS INC | ELVN | 4,692,809 | $72.3M | 4.81% |
| 8 | CELLDEX THERAPEUTICS INC NEW | CLDX | 2,565,000 | $69.7M | 4.64% |
| 9 | AMYLYX PHARMACEUTICALS INC | AMLX | 5,650,000 | $68.3M | 4.54% |
| 10 | TERNS PHARMACEUTICALS INC | TERN | 1,475,000 | $59.6M | 3.97% |
| 11 | KYMERA THERAPEUTICS INC | KYMR | 750,000 | $58.4M | 3.88% |
| 12 | SOLENO THERAPEUTICS INC | SLNO | 1,200,000 | $55.6M | 3.70% |
| 13 | NUVALENT INC | NUVL | 550,000 | $55.3M | 3.68% |
| 14 | ORUKA THERAPEUTICS INC | ORKA | 1,753,054 | $53.1M | 3.54% |
| 15 | PHARVARIS N V | PHVS | 1,889,445 | $52.4M | 3.49% |
| 16 | NURIX THERAPEUTICS INC | NRIX | 2,275,000 | $43.2M | 2.87% |
| 17 | PROTAGONIST THERAPEUTICS INC | PTGX | 450,000 | $39.3M | 2.62% |
| 18 | ASSEMBLY BIOSCIENCES INC | ASMB | 1,000,000 | $34.0M | 2.26% |
| 19 | LB PHARMACEUTICALS INC | LBRX | 1,500,000 | $33.4M | 2.22% |
| 20 | CYTOMX THERAPEUTICS INC | CTMX | 7,692,300 | $32.8M | 2.18% |
| 21 | ALTO NEUROSCIENCE INC | ANRO | 1,823,196 | $32.5M | 2.16% |
| 22 | PALISADE BIO INC | PALI | 11,445,000 | $26.9M | 1.79% |
| 23 | MIND MEDICINE MINDMED INC | 60255C885 | 2,000,000 | $26.8M | 1.78% |
| 24 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,000,000 | $25.0M | 1.66% |
| 25 | PEPGEN INC | PEPG | 3,400,000 | $22.1M | 1.47% |
| 26 | SAB BIOTHERAPEUTICS INC | SABSW | 4,401,500 | $16.5M | 1.10% |
| 27 | REPLIMUNE GROUP INC | REPL | 1,425,000 | $13.9M | 0.92% |
| 28 | INHIBIKASE THERAPEUTICS INC | IKT | 5,397,488 | $11.1M | 0.74% |
| 29 | CONTINEUM THERAPEUTICS INC | CTNM | 816,326 | $9.3M | 0.62% |
| 30 | AVALO THERAPEUTICS INC | AVTX | 483,000 | $8.8M | 0.58% |
| 31 | RAPT THERAPEUTICS INC | 75382E208 | 250,000 | $8.5M | 0.56% |
| 32 | ATHIRA PHARMA INC | 04746L203 | 464,398 | $3.5M | 0.23% |
| 33 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 18,851 | $1.5M | 0.10% |