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COMMODORE CAPITAL LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

COMMODORE CAPITAL LP

报告期 2026-03-31 · CIK 0001831942

持仓数

36

前50大市值合计

$1.73B

报告期

2026-03-31

当前持仓调仓

前 36 大持仓

标的

类型

市值

股数

占比*

RLAY RELAY THERAPEUTICS INC

COM

$169.2M

17,000,000

9.8%

— ALKERMES PLC

SHS

$148.5M

4,200,000

8.6%

ELVN ENLIVEN THERAPEUTICS INC

COM

$128.4M

3,275,000

7.4%

COGT COGENT BIOSCIENCES INC

COM

$111.2M

2,888,007

6.4%

SYRE SPYRE THERAPEUTICS INC

COM NEW

$96.5M

1,912,380

5.6%

TYRA TYRA BIOSCIENCES INC

COM

$94.8M

2,475,000

5.5%

CLDX CELLDEX THERAPEUTICS INC NEW

COM NEW

$85.5M

2,696,616

4.9%

NUVL NUVALENT INC

COM

$85.4M

833,600

4.9%

AMLX AMYLYX PHARMACEUTICALS INC

COM

$78.5M

5,650,000

4.5%

KYMR KYMERA THERAPEUTICS INC

COM

$62.5M

750,000

3.6%

ANRO ALTO NEUROSCIENCE INC

COM SHS

$61.2M

2,723,196

3.5%

— PHARVARIS N V

COM

$54.2M

1,918,970

3.1%

ERAS ERASCA INC

COM

$51.4M

3,175,000

3.0%

DMRA DAMORA THERAPEUTICS INC

COM NEW

$50.2M

1,939,000

2.9%

XENE XENON PHARMACEUTICALS INC

COM

$48.0M

825,000

2.8%

DFTX DEFINIUM THERAPEUTICS INC

COM SHS

$37.8M

2,000,000

2.2%

LBRX LB PHARMACEUTICALS INC

COM SHS

$37.0M

1,500,000

2.1%

EYPT EYEPOINT INC

COM NEW

$36.4M

2,825,000

2.1%

NRIX NURIX THERAPEUTICS INC

COM

$35.3M

2,275,000

2.0%

CRVS CORVUS PHARMACEUTICALS INC

COM

$33.0M

2,258,735

1.9%

ASMB ASSEMBLY BIOSCIENCES INC

COM NEW

$27.8M

1,000,000

1.6%

CATX PERSPECTIVE THERAPEUTICS INC

COM NEW

$26.4M

6,336,782

1.5%

— SOLENO THERAPEUTICS INC

COM

$21.8M

652,432

1.3%

OCUL OCULAR THERAPEUTIX INC

COM

$21.8M

2,575,000

1.3%

IPSC CENTURY THERAPEUTICS INC

COM

$19.7M

8,695,652

1.1%

— ZURA BIO LTD

CLASS A ORD SHS

$19.3M

3,250,000

1.1%

SABS SAB BIOTHERAPEUTICS INC

COM NEW

$16.9M

4,401,500

1.0%

PALI PALISADE BIO INC

COM

$12.6M

7,181,062

0.7%

KPTI KARYOPHARM THERAPEUTICS INC

COM NEW

$10.9M

1,950,000

0.6%

IKT INHIBIKASE THERAPEUTICS INC

COM NEW

$9.1M

5,397,488

0.5%

ANTX AN2 THERAPEUTICS INC

COM

$8.0M

2,333,713

0.5%

PEPG PEPGEN INC

COM

$7.9M

4,475,000

0.5%

AVTX AVALO THERAPEUTICS INC

COM NEW

$7.2M

483,000

0.4%

— HELIX ACQUISITION CORP III

USD CL A ORD SHS

$5.1M

500,000

0.3%

LONA LEONABIO INC

COM

$4.8M

464,398

0.3%

RLMD RELMADA THERAPEUTICS INC

COM

$4.4M

633,901

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

43%前 6 大占比

RLAY9.8%ALKERMES PLC8.6%ELVN7.4%COGT6.4%SYRE5.6%TYRA5.5%