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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001831942

COMMODORE CAPITAL LP

NEW YORK, NY · File #028-20976

Latest AUM
$1.50B
Positions
33
Top-10 Concentration
55.8%
Filings
12

Sector Allocation

Healthcare
96.3%$1.45B

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1RELAY THERAPEUTICS INCRLAY17,000,000$143.8M9.57%
2ALKERMES PLCALKS3,550,000$99.3M6.61%
3TYRA BIOSCIENCES INCTYRA3,375,000$88.7M5.91%
4XENON PHARMACEUTICALS INCXENE1,800,000$80.7M5.37%
5SPYRE THERAPEUTICS INCSYRE2,388,245$78.2M5.21%
6COGENT BIOSCIENCES INCCOGT2,196,845$78.0M5.19%
7ENLIVEN THERAPEUTICS INCELVN4,692,809$72.3M4.81%
8CELLDEX THERAPEUTICS INC NEWCLDX2,565,000$69.7M4.64%
9AMYLYX PHARMACEUTICALS INCAMLX5,650,000$68.3M4.54%
10TERNS PHARMACEUTICALS INCTERN1,475,000$59.6M3.97%
11KYMERA THERAPEUTICS INCKYMR750,000$58.4M3.88%
12SOLENO THERAPEUTICS INCSLNO1,200,000$55.6M3.70%
13NUVALENT INCNUVL550,000$55.3M3.68%
14ORUKA THERAPEUTICS INCORKA1,753,054$53.1M3.54%
15PHARVARIS N VPHVS1,889,445$52.4M3.49%
16NURIX THERAPEUTICS INCNRIX2,275,000$43.2M2.87%
17PROTAGONIST THERAPEUTICS INCPTGX450,000$39.3M2.62%
18ASSEMBLY BIOSCIENCES INCASMB1,000,000$34.0M2.26%
19LB PHARMACEUTICALS INCLBRX1,500,000$33.4M2.22%
20CYTOMX THERAPEUTICS INCCTMX7,692,300$32.8M2.18%