Filed: 8/14/2025ACC: 0001831942-25-000008
📋 What this filing means
COMMODORE CAPITAL LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $1.42B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$1.42B
Total AUM (reported)
86.97M
Total Shares
Allocation by class
COM$1.06B74.9%
COM NEW$215.64M15.2%
SHS$70.09M4.9%
SPONSORED ADS$43.34M3.1%
CL A$18.85M1.3%
CL A ORD SHS$7.96M0.6%
Portfolio Concentration
Top 3$385.01M27.2%
4–10$496.57M35.1%
11–25$477.09M33.7%
Rest$58.04M4.1%
Top 3 weight
27.2%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 86.97M
Sole
Full voting authority
86.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings33
Rows:
MERUS N V
SOLEShares3.52M
TypeSH
Market value$185.41M
13.09%
Sole
3.52M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.38M
TypeSH
Market value$104.91M
7.41%
Sole
1.38M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares3.02M
TypeSH
Market value$94.68M
6.68%
Sole
3.02M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares4.69M
TypeSH
Market value$94.14M
6.64%
Sole
4.69M
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares2.33M
TypeSH
Market value$77.33M
5.46%
Sole
2.33M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares3.45M
TypeSH
Market value$70.21M
4.96%
Sole
3.45M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares2.45M
TypeSH
Market value$70.09M
4.95%
Sole
2.45M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares4.88M
TypeSH
Market value$68.15M
4.81%
Sole
4.88M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares1.07M
TypeSH
Market value$59.42M
4.19%
Sole
1.07M
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares1.18M
TypeSH
Market value$57.23M
4.04%
Sole
1.18M
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
SOLEShares1.45M
TypeSH
Market value$51.36M
3.63%
Sole
1.45M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares610K
TypeSH
Market value$51.11M
3.61%
Sole
610K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares13.35M
TypeSH
Market value$46.19M
3.26%
Sole
13.35M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares3.95M
TypeSH
Market value$44.98M
3.17%
Sole
3.95M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares3.30M
TypeSH
Market value$43.34M
3.06%
Sole
3.30M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.91M
TypeSH
Market value$33.64M
2.37%
Sole
1.91M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares750K
TypeSH
Market value$32.73M
2.31%
Sole
750K
Shared
0.00
None
0.00
MIND MEDICINE MINDMED INC
SOLEShares5M
TypeSH
Market value$32.45M
2.29%
Sole
5M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares1.99M
TypeSH
Market value$29.76M
2.10%
Sole
1.99M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares3.10M
TypeSH
Market value$29.67M
2.09%
Sole
3.10M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares800K
TypeSH
Market value$18.85M
1.33%
Sole
800K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares7.69M
TypeSH
Market value$17.46M
1.23%
Sole
7.69M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares2.31M
TypeSH
Market value$16.59M
1.17%
Sole
2.31M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares1.42M
TypeSH
Market value$15.91M
1.12%
Sole
1.42M
Shared
0.00
None
0.00
BRIGHT MINDS BIOSCIENCES INC
SOLEShares500K
TypeSH
Market value$13.05M
0.92%
Sole
500K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERUS N VSOLE | COM | 3.52M | SH | $185.41M 13.09% | 3.52M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.38M | SH | $104.91M 7.41% | 1.38M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 3.02M | SH | $94.68M 6.68% | 3.02M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 4.69M | SH | $94.14M 6.64% | 4.69M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 2.33M | SH | $77.33M 5.46% | 2.33M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 3.45M | SH | $70.21M 4.96% | 3.45M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 2.45M | SH | $70.09M 4.95% | 2.45M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 4.88M | SH | $68.15M 4.81% | 4.88M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 1.07M | SH | $59.42M 4.19% | 1.07M | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 1.18M | SH | $57.23M 4.04% | 1.18M | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPSOLE | COM | 1.45M | SH | $51.36M 3.63% | 1.45M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 610K | SH | $51.11M 3.61% | 610K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 13.35M | SH | $46.19M 3.26% | 13.35M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 3.95M | SH | $44.98M 3.17% | 3.95M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 3.30M | SH | $43.34M 3.06% | 3.30M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.91M | SH | $33.64M 2.37% | 1.91M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 750K | SH | $32.73M 2.31% | 750K | 0.00 | 0.00 |
MIND MEDICINE MINDMED INCSOLE | COM NEW | 5M | SH | $32.45M 2.29% | 5M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 1.99M | SH | $29.76M 2.10% | 1.99M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 3.10M | SH | $29.67M 2.09% | 3.10M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 800K | SH | $18.85M 1.33% | 800K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 7.69M | SH | $17.46M 1.23% | 7.69M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 2.31M | SH | $16.59M 1.17% | 2.31M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 1.42M | SH | $15.91M 1.12% | 1.42M | 0.00 | 0.00 |
BRIGHT MINDS BIOSCIENCES INCSOLE | COM NEW | 500K | SH | $13.05M 0.92% | 500K | 0.00 | 0.00 |
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