Filed: 11/14/2025ACC: 0001831942-25-000023
📋 What this filing means
COMMODORE CAPITAL LP filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $2.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$2.05B
Total AUM (reported)
109.80M
Total Shares
Allocation by class
COM$1.57B76.6%
COM NEW$285.37M13.9%
SHS$92.90M4.5%
SPONSORED ADS$69.11M3.4%
COM SHS$23.68M1.2%
CL A ORD SHS$7.92M0.4%
Portfolio Concentration
Top 3$561.36M27.4%
4–10$645.28M31.5%
11–25$706.39M34.5%
Rest$135.41M6.6%
Top 3 weight
27.4%
Top 10 weight
58.9%
Voting Authority Distribution
Total shares with voting rights: 109.80M
Sole
Full voting authority
109.80M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
MERUS N V
SOLEShares3.52M
TypeSH
Market value$331.88M
16.20%
Sole
3.52M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares1.40M
TypeSH
Market value$121.07M
5.91%
Sole
1.40M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares2.70M
TypeSH
Market value$108.41M
5.29%
Sole
2.70M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares7.25M
TypeSH
Market value$104.11M
5.08%
Sole
7.25M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares4.69M
TypeSH
Market value$96.06M
4.69%
Sole
4.69M
Shared
0.00
None
0.00
AGIOS PHARMACEUTICALS INC
SOLEShares2.34M
TypeSH
Market value$93.86M
4.58%
Sole
2.34M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares3.10M
TypeSH
Market value$92.90M
4.54%
Sole
3.10M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares1.35M
TypeSH
Market value$91.26M
4.46%
Sole
1.35M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares17M
TypeSH
Market value$88.74M
4.33%
Sole
17M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares3.03M
TypeSH
Market value$78.34M
3.82%
Sole
3.03M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares2.85M
TypeSH
Market value$69.11M
3.37%
Sole
2.85M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares3.20M
TypeSH
Market value$69.06M
3.37%
Sole
3.20M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares1.02M
TypeSH
Market value$68.09M
3.32%
Sole
1.02M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares2.42M
TypeSH
Market value$60.34M
2.95%
Sole
2.42M
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares585K
TypeSH
Market value$56.02M
2.73%
Sole
585K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares4.08M
TypeSH
Market value$55.39M
2.70%
Sole
4.08M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares3.38M
TypeSH
Market value$47.22M
2.30%
Sole
3.38M
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares5.70M
TypeSH
Market value$42.81M
2.09%
Sole
5.70M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares750K
TypeSH
Market value$42.45M
2.07%
Sole
750K
Shared
0.00
None
0.00
MIND MEDICINE MINDMED INC
SOLEShares3.23M
TypeSH
Market value$38.02M
1.86%
Sole
3.23M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares3.78M
TypeSH
Market value$34.93M
1.71%
Sole
3.78M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares1.75M
TypeSH
Market value$33.71M
1.65%
Sole
1.75M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares1.99M
TypeSH
Market value$33.32M
1.63%
Sole
1.99M
Shared
0.00
None
0.00
BRIGHT MINDS BIOSCIENCES INC
SOLEShares500K
TypeSH
Market value$30.33M
1.48%
Sole
500K
Shared
0.00
None
0.00
ASSEMBLY BIOSCIENCES INC
SOLEShares1M
TypeSH
Market value$25.60M
1.25%
Sole
1M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERUS N VSOLE | COM | 3.52M | SH | $331.88M 16.20% | 3.52M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 1.40M | SH | $121.07M 5.91% | 1.40M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 2.70M | SH | $108.41M 5.29% | 2.70M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 7.25M | SH | $104.11M 5.08% | 7.25M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 4.69M | SH | $96.06M 4.69% | 4.69M | 0.00 | 0.00 |
AGIOS PHARMACEUTICALS INCSOLE | COM | 2.34M | SH | $93.86M 4.58% | 2.34M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 3.10M | SH | $92.90M 4.54% | 3.10M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 1.35M | SH | $91.26M 4.46% | 1.35M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 17M | SH | $88.74M 4.33% | 17M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 3.03M | SH | $78.34M 3.82% | 3.03M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 2.85M | SH | $69.11M 3.37% | 2.85M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 3.20M | SH | $69.06M 3.37% | 3.20M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 1.02M | SH | $68.09M 3.32% | 1.02M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 2.42M | SH | $60.34M 2.95% | 2.42M | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 585K | SH | $56.02M 2.73% | 585K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 4.08M | SH | $55.39M 2.70% | 4.08M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 3.38M | SH | $47.22M 2.30% | 3.38M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 5.70M | SH | $42.81M 2.09% | 5.70M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 750K | SH | $42.45M 2.07% | 750K | 0.00 | 0.00 |
MIND MEDICINE MINDMED INCSOLE | COM NEW | 3.23M | SH | $38.02M 1.86% | 3.23M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 3.78M | SH | $34.93M 1.71% | 3.78M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 1.75M | SH | $33.71M 1.65% | 1.75M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 1.99M | SH | $33.32M 1.63% | 1.99M | 0.00 | 0.00 |
BRIGHT MINDS BIOSCIENCES INCSOLE | COM NEW | 500K | SH | $30.33M 1.48% | 500K | 0.00 | 0.00 |
ASSEMBLY BIOSCIENCES INCSOLE | COM NEW | 1M | SH | $25.60M 1.25% | 1M | 0.00 | 0.00 |
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