Filed: 2/17/2026ACC: 0001831942-26-000004
📋 What this filing means
COMMODORE CAPITAL LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$1.50B
Total AUM (reported)
96.68M
Total Shares
Allocation by class
COM$1.05B69.7%
COM NEW$254.93M17.0%
SHS$99.33M6.6%
COM SHS$65.84M4.4%
SPONSORED ADS$25.01M1.7%
CL A$9.33M0.6%
Portfolio Concentration
Top 3$331.88M22.1%
4–10$506.72M33.7%
11–25$590.71M39.3%
Rest$72.93M4.9%
Top 3 weight
22.1%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 96.68M
Sole
Full voting authority
96.68M
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:
RELAY THERAPEUTICS INC
SOLEShares17M
TypeSH
Market value$143.82M
9.57%
Sole
17M
Shared
0.00
None
0.00
ALKERMES PLC
SOLEShares3.55M
TypeSH
Market value$99.33M
6.61%
Sole
3.55M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares3.38M
TypeSH
Market value$88.73M
5.91%
Sole
3.38M
Shared
0.00
None
0.00
XENON PHARMACEUTICALS INC
SOLEShares1.80M
TypeSH
Market value$80.68M
5.37%
Sole
1.80M
Shared
0.00
None
0.00
SPYRE THERAPEUTICS INC
SOLEShares2.39M
TypeSH
Market value$78.24M
5.21%
Sole
2.39M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares2.20M
TypeSH
Market value$78.03M
5.19%
Sole
2.20M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
SOLEShares4.69M
TypeSH
Market value$72.27M
4.81%
Sole
4.69M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares2.56M
TypeSH
Market value$69.67M
4.64%
Sole
2.56M
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares5.65M
TypeSH
Market value$68.25M
4.54%
Sole
5.65M
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares1.48M
TypeSH
Market value$59.59M
3.97%
Sole
1.48M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares750K
TypeSH
Market value$58.36M
3.88%
Sole
750K
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares1.20M
TypeSH
Market value$55.56M
3.70%
Sole
1.20M
Shared
0.00
None
0.00
NUVALENT INC
SOLEShares550K
TypeSH
Market value$55.32M
3.68%
Sole
550K
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
SOLEShares1.75M
TypeSH
Market value$53.14M
3.54%
Sole
1.75M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares1.89M
TypeSH
Market value$52.43M
3.49%
Sole
1.89M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares2.27M
TypeSH
Market value$43.16M
2.87%
Sole
2.27M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares450K
TypeSH
Market value$39.30M
2.62%
Sole
450K
Shared
0.00
None
0.00
ASSEMBLY BIOSCIENCES INC
SOLEShares1M
TypeSH
Market value$34.01M
2.26%
Sole
1M
Shared
0.00
None
0.00
LB PHARMACEUTICALS INC
SOLEShares1.50M
TypeSH
Market value$33.39M
2.22%
Sole
1.50M
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares7.69M
TypeSH
Market value$32.77M
2.18%
Sole
7.69M
Shared
0.00
None
0.00
ALTO NEUROSCIENCE INC
SOLEShares1.82M
TypeSH
Market value$32.45M
2.16%
Sole
1.82M
Shared
0.00
None
0.00
PALISADE BIO INC
SOLEShares11.45M
TypeSH
Market value$26.90M
1.79%
Sole
11.45M
Shared
0.00
None
0.00
MIND MEDICINE MINDMED INC
SOLEShares2M
TypeSH
Market value$26.78M
1.78%
Sole
2M
Shared
0.00
None
0.00
CENTESSA PHARMACEUTICALS PLC
SOLEShares1M
TypeSH
Market value$25.01M
1.66%
Sole
1M
Shared
0.00
None
0.00
PEPGEN INC
SOLEShares3.40M
TypeSH
Market value$22.13M
1.47%
Sole
3.40M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
RELAY THERAPEUTICS INCSOLE | COM | 17M | SH | $143.82M 9.57% | 17M | 0.00 | 0.00 |
ALKERMES PLCSOLE | SHS | 3.55M | SH | $99.33M 6.61% | 3.55M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 3.38M | SH | $88.73M 5.91% | 3.38M | 0.00 | 0.00 |
XENON PHARMACEUTICALS INCSOLE | COM | 1.80M | SH | $80.68M 5.37% | 1.80M | 0.00 | 0.00 |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 2.39M | SH | $78.24M 5.21% | 2.39M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 2.20M | SH | $78.03M 5.19% | 2.20M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCSOLE | COM | 4.69M | SH | $72.27M 4.81% | 4.69M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 2.56M | SH | $69.67M 4.64% | 2.56M | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 5.65M | SH | $68.25M 4.54% | 5.65M | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 1.48M | SH | $59.59M 3.97% | 1.48M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 750K | SH | $58.36M 3.88% | 750K | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 1.20M | SH | $55.56M 3.70% | 1.20M | 0.00 | 0.00 |
NUVALENT INCSOLE | COM | 550K | SH | $55.32M 3.68% | 550K | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCSOLE | COM | 1.75M | SH | $53.14M 3.54% | 1.75M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 1.89M | SH | $52.43M 3.49% | 1.89M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 2.27M | SH | $43.16M 2.87% | 2.27M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 450K | SH | $39.30M 2.62% | 450K | 0.00 | 0.00 |
ASSEMBLY BIOSCIENCES INCSOLE | COM NEW | 1M | SH | $34.01M 2.26% | 1M | 0.00 | 0.00 |
LB PHARMACEUTICALS INCSOLE | COM SHS | 1.50M | SH | $33.39M 2.22% | 1.50M | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 7.69M | SH | $32.77M 2.18% | 7.69M | 0.00 | 0.00 |
ALTO NEUROSCIENCE INCSOLE | COM SHS | 1.82M | SH | $32.45M 2.16% | 1.82M | 0.00 | 0.00 |
PALISADE BIO INCSOLE | COM | 11.45M | SH | $26.90M 1.79% | 11.45M | 0.00 | 0.00 |
MIND MEDICINE MINDMED INCSOLE | COM NEW | 2M | SH | $26.78M 1.78% | 2M | 0.00 | 0.00 |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 1M | SH | $25.01M 1.66% | 1M | 0.00 | 0.00 |
PEPGEN INCSOLE | COM | 3.40M | SH | $22.13M 1.47% | 3.40M | 0.00 | 0.00 |
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