Commodore Capital as of Sept. 30, 2025
Portfolio Holdings for Commodore Capital
Commodore Capital holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Merus N V (MRUS) | 16.2 | $332M | 3.5M | 94.15 | |
| Nuvalent Inc-a (NUVL) | 5.9 | $121M | 1.4M | 86.48 | |
| Xenon Pharmaceuticals (XENE) | 5.3 | $108M | 2.7M | 40.15 | |
| Cogent Biosciences (COGT) | 5.1 | $104M | 7.3M | 14.36 | |
| Enliven Therapeutics (ELVN) | 4.7 | $96M | 4.7M | 20.47 | |
| Agios Pharmaceuticals (AGIO) | 4.6 | $94M | 2.3M | 40.14 | |
| Alkermes SHS (ALKS) | 4.5 | $93M | 3.1M | 30.00 | |
| Soleno Therapeutics (SLNO) | 4.5 | $91M | 1.4M | 67.60 | |
| Relay Therapeutics (RLAY) | 4.3 | $89M | 17M | 5.22 | |
| Celldex Therapeutics Com New (CLDX) | 3.8 | $78M | 3.0M | 25.87 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 3.4 | $69M | 2.9M | 24.25 | |
| Miragen Therapeutics (VRDN) | 3.4 | $69M | 3.2M | 21.58 | |
| Protagonist Therapeutics (PTGX) | 3.3 | $68M | 1.0M | 66.43 | |
| Pharvaris N V (PHVS) | 2.9 | $60M | 2.4M | 24.95 | |
| Cidara Therapeutics Com New (CDTX) | 2.7 | $56M | 585k | 95.76 | |
| Amylyx Pharmaceuticals (AMLX) | 2.7 | $55M | 4.1M | 13.59 | |
| Tyra Biosciences (TYRA) | 2.3 | $47M | 3.4M | 13.99 | |
| Terns Pharmaceuticals (TERN) | 2.1 | $43M | 5.7M | 7.51 | |
| Kymera Therapeutics (KYMR) | 2.1 | $43M | 750k | 56.60 | |
| Mind Medicine Mindmed Com New (MNMD) | 1.9 | $38M | 3.2M | 11.79 | |
| Nurix Therapeutics (NRIX) | 1.7 | $35M | 3.8M | 9.24 | |
| Oruka Therapeutics (ORKA) | 1.6 | $34M | 1.8M | 19.23 | |
| Spyre Therapeutics Com New (SYRE) | 1.6 | $33M | 2.0M | 16.76 | |
| Bright Minds Biosciences Com New (DRUG) | 1.5 | $30M | 500k | 60.66 | |
| Assembly Biosciences Com New (ASMB) | 1.2 | $26M | 1.0M | 25.60 | |
| Cytomx Therapeutics (CTMX) | 1.2 | $25M | 7.7M | 3.19 | |
| Lb Pharmaceuticals Com Shs | 1.2 | $24M | 1.5M | 15.79 | |
| Tango Therapeutics (TNGX) | 0.6 | $13M | 1.5M | 8.40 | |
| Apogee Therapeutics (APGE) | 0.6 | $12M | 290k | 39.73 | |
| Pepgen (PEPG) | 0.5 | $11M | 2.4M | 4.62 | |
| Enanta Pharmaceuticals (ENTA) | 0.5 | $9.6M | 800k | 11.97 | |
| Sab Biotherapeutics Com New (SABS) | 0.4 | $8.8M | 4.4M | 2.01 | |
| Inhibikase Therapeutics Com New (IKT) | 0.4 | $8.7M | 5.4M | 1.62 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.4 | $7.9M | 750k | 10.56 | |
| Avalo Therapeutics Com New (AVTX) | 0.3 | $6.1M | 483k | 12.71 | |
| Vistagen Therapeutics Ord (VTGN) | 0.3 | $5.6M | 1.6M | 3.55 | |
| Crescent Biopharma (CBIO) | 0.3 | $5.4M | 451k | 11.89 |
