1y return+176.6%S&P 500 +20.9%
3y return+234.5%S&P 500 +68.5%
5y return+299.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $400 against $200 in the S&P 500.2
Commodore Capital LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RLAYRelay Therapeutics Inc | $224.5M | 13.4% | −29.4% |
| ELVNEnliven Therapeutics Inc | $166.2M | 9.9% | |
| Alkermes PLCCUSIP G01767105 | $157.2M | 9.4% | −28.6% |
| COGTCogent Biosciences Inc | $118.0M | 7.0% | +5.6% |
| AMLXAmylyx Pharmaceuticals Inc | $101.5M | 6.0% | |
| DFTXDefinium Therapeutics Inc | $94.1M | 5.6% | |
| SYRESpyre Therapeutics Inc | $75.2M | 4.5% | −55.7% |
| ANROAlto Neuroscience Inc | $71.9M | 4.3% | |
| TNGXTango Therapeutics Inc | $70.3M | 4.2% | New |
| EYPTEyepoint Inc | $65.8M | 3.9% | +62.8% |
| TYRATyra Biosciences Inc | $59.9M | 3.6% | −24.2% |
| Damora Therapeutics IncCUSIP 36322Q206 | $50.4M | 3.0% | |
| CLDXCelldex Therapeutics Inc New | $50.2M | 3.0% | −49.9% |
| Pharvaris N VCUSIP N69605108 | $49.3M | 2.9% | −25.7% |
| LBRXLb Pharmaceuticals Inc | $48.7M | 2.9% | |
| ASMBAssembly Biosciences Inc | $38.9M | 2.3% | +41.5% |
| EDITEditas Medicine Inc | $28.8M | 1.7% | New |
| KYMRKymera Therapeutics Inc | $28.7M | 1.7% | −66.7% |
| CATXPerspective Therapeutics Inc | $21.6M | 1.3% | |
| IPSCCentury Therapeutics Inc | $21.3M | 1.3% | |
| Zura Bio LtdCUSIP G9TY5A101 | $19.2M | 1.1% | |
| AVTXAvalo Therapeutics Inc | $18.8M | 1.1% | +110.8% |
| Inflarx NvCUSIP N44821101 | $16.4M | 1.0% | New |
| ANTXAn2 Therapeutics Inc | $14.2M | 0.8% | +25.7% |
| Nuvalent IncCUSIP 670703107 | $12.3M | 0.7% | −88.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SYRESpyre Therapeutics Inc | September 30, 2023 | +624.7% | $75.2M |
| RLAYRelay Therapeutics Inc | June 30, 2025 | +440.8% | $224.5M |
| Nuvalent IncCUSIP 670703107 | December 31, 2022 | +314.7% | $12.3M |
| COGTCogent Biosciences Inc | December 31, 2020 | +244.6% | $118.0M |
| TYRATyra Biosciences Inc | March 31, 2025 | +243.4% | $59.9M |
| KYMRKymera Therapeutics Inc | June 30, 2025 | +162.8% | $28.7M |
| DFTXDefinium Therapeutics Inc | March 31, 2026 | +148.9% | $94.1M |
| ELVNEnliven Therapeutics Inc | March 31, 2023 | +131.7% | $166.2M |
| Alkermes PLCCUSIP G01767105 | June 30, 2024 | +117.4% | $157.2M |
| LBRXLb Pharmaceuticals Inc | September 30, 2025 | +105.5% | $48.7M |
Sold off last quarter
- ERASErasca Inc was $51.4M
- XENEXenon Pharmaceuticals Inc was $48.0M
- NRIXNurix Therapeutics Inc was $35.3M
- CRVSCorvus Pharmaceuticals Inc was $33.0M
- Soleno Therapeutics IncCUSIP 834203309 was $21.8M
- OCULOcular Therapeutix Inc was $21.8M
- PALIPalisade Bio Inc was $12.6M
- KPTIKaryopharm Therapeutics Inc was $10.9M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +31.5% | +14.8% |
| March 31, 2026 | +24.5% | −4.6% |
| December 31, 2025 | +24.4% | +2.4% |
| September 30, 2025 | +35.9% | +7.8% |
| June 30, 2025 | +7.3% | +10.5% |
| March 31, 2025 | −16.9% | −4.6% |
| December 31, 2024 | −15.1% | +2.1% |
| September 30, 2024 | +12.4% | +5.4% |
| June 30, 2024 | −7.9% | +4.0% |
| March 31, 2024 | +32.4% | +10.0% |
| December 31, 2023 | +26.0% | +11.2% |
| September 30, 2023 | −7.4% | −3.6% |
| June 30, 2023 | +28.5% | +8.3% |
| March 31, 2023 | −10.7% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | +19.8% | −5.3% |
| June 30, 2022 | −9.6% | −16.5% |
| March 31, 2022 | −12.2% | −4.9% |
| December 31, 2021 | +3.3% | +10.7% |
| September 30, 2021 | +1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Commodore Capital LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1831942&type=13F-HR&dateb=&owner=include&count=40CIK 1831942
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1831942/000183194226000033/Filed August 14, 2026 · accession 0001831942-26-000033