Skip to content
Disclosery

Commodore Capital LP

Follow

13F filer, CIK 1831942, NEW YORK, NY

Commodore Capital LP reported $1,364,557,313 across 31 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 69.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001831942-25-000002

Period
2024-12-31
Reported value
$1.36B
Holdings
31
Top 10 weight
69.81%
New
4
Sold out
9

Part of the filer group Commodore Capital LP

  • Commodore Capital Master LP
  • Michael Kramarz
  • Robert Egen Atkinson
How groups are built

Stakes and trades reported after 2024-12-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • SGMT SAGIMET BIOSCIENCES INC: 13G 5,507,752 shares, 7.6% of the class, 13G filed 2026-10-07, 0001831942-26-000045Timeline
    Accepted , ingested
  • SRZN SURROZEN INC: 13G 885,000 shares, 7.5% of the class, 13G filed 2026-10-01, 0001831942-26-000044Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PCVXadded+705,000$57.7M
NUVLadded+681,600$53.4M
SRRKnew+950,000$41.1M
NRIXadded+1,350,000$25.4M
CRDFnew+5,384,616$23.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CLDXexited-1,618,937-$55M
CATXexited-3,350,000-$44.7M
KURAexited-1,800,000-$35.2M
RYTMexited-650,000-$34.1M
ARVNexited-1,200,000-$29.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001831942-25-000002, largest first. % of portfolio is the value over $1,364,557,313, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350,000 shares; 2024Q4: 3,874,182 shares 3,874,182$163M11.94%+524,182
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,000 shares; 2024Q4: 1,625,000 shares 1,625,000$133M9.75%+705,000Timeline
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,000 shares; 2024Q4: 1,621,600 shares 1,621,600$127M9.3%+681,600Timeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700,000 shares; 2024Q4: 2,740,000 shares 2,740,000$107M7.87%+40,000Timeline
ELVNENLIVEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100,000 shares; 2024Q4: 4,205,000 shares 4,205,000$94.6M6.93%+105,000Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475,000 shares; 2024Q4: 1,958,600 shares 1,958,600$82.8M6.07%-516,400Timeline
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260,000 shares; 2024Q4: 1,525,000 shares 1,525,000$68.5M5.02%+265,000Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900,000 shares; 2024Q4: 2,300,000 shares 2,300,000$66.1M4.85%-600,000Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650,000 shares; 2024Q4: 3,000,000 shares 3,000,000$56.5M4.14%+1,350,000Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539,930 shares; 2024Q4: 6,881,629 shares 6,881,629$53.7M3.93%-658,301Timeline
SYRESPYRE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988,084 shares; 2024Q4: 1,988,084 shares 1,988,084$46.3M3.39%0Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550,124 shares; 2024Q4: 2,400,000 shares 2,400,000$46M3.37%-150,124Timeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950,000 shares 950,000$41.1M3.01%newTimeline
CNTACENTESSA PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,000 shares; 2024Q4: 2,218,425 shares 2,218,425$37.2M2.72%+868,425Timeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911,433 shares; 2024Q4: 1,911,433 shares 1,911,433$36.6M2.69%0Timeline
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000,000 shares; 2024Q4: 4,308,425 shares 4,308,425$30M2.2%-3,691,575
ORKAORUKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369,714 shares; 2024Q4: 1,419,714 shares 1,419,714$27.5M2.02%+50,000Timeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,384,616 shares 5,384,616$23.4M1.71%newTimeline
IKTINHIBIKASE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,925,000 shares 5,925,000$19.3M1.41%newTimeline
NGNENEUROGENE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 800,000 shares 800,000$18.3M1.34%+600,000Timeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500,000 shares 500,000$18M1.32%newTimeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,000 shares; 2024Q4: 2,000,000 shares 2,000,000$16.1M1.18%0Timeline
APGEAPOGEE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,000 shares; 2024Q4: 290,000 shares 290,000$13.1M0.96%0Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,284,110 shares; 2024Q4: 1,284,110 shares 1,284,110$9.4M0.69%0Timeline
FRNMPERCEPTIVE CAP SOLUTIONS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 750,000 shares 750,000$7.63M0.56%0Timeline
HELIX ACQUISITION CORP IIHELIX ACQUISITION CORP IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,000 shares; 2024Q4: 500,000 shares 500,000$5.25M0.38%0
CELCCELCUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522,332 shares; 2024Q4: 400,000 shares 400,000$5.24M0.38%-1,122,332Timeline
VTGNVISTAGEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575,000 shares; 2024Q4: 1,575,000 shares 1,575,000$4.65M0.34%0Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,000 shares; 2024Q4: 483,000 shares 483,000$3.59M0.26%0Timeline
THRDTHIRD HARMONIC BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360,569 shares; 2024Q4: 237,704 shares 237,704$2.45M0.18%-1,122,865Timeline
NKTXNKARTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,662,073 shares; 2024Q4: 351,848 shares 351,848$876K0.06%-4,310,225Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CLDXCELLDEX THERAPEUTICS INC NEW1,618,937$55Mshares
CATXPERSPECTIVE THERAPEUTICS INC3,350,000$44.7Mshares
KURAKURA ONCOLOGY INC1,800,000$35.2Mshares
RYTMRHYTHM PHARMACEUTICALS INC650,000$34.1Mshares
ARVNARVINAS INC1,200,000$29.6Mshares
CCCCC4 THERAPEUTICS INC3,410,384$19.4Mshares
SNDXSYNDAX PHARMACEUTICALS INC885,000$17Mshares
TILINSTIL BIO INC150,929$10.2Mshares
CABACABALETTA BIO INC1,100,000$5.19Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001831942-25-000002 base2025-02-14acceptance time not in the bulk data set