Skip to content
Disclosery

Commodore Capital LP

Follow

13F filer, CIK 1831942, NEW YORK, NY

Commodore Capital LP reported $1,357,083,846 across 31 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 65.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001831942-25-000005

Period
2025-03-31
Reported value
$1.36B
Holdings
31
Top 10 weight
65.02%
New
4
Sold out
4

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 2025-03-31

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
AGIOnew+2,185,000$64M
CLDXnew+3,200,000$58.1M
SRRKadded+795,000$25.6M
MERUS N Vadded+598,658$25.2M
SLDBnew+5,825,000$21.6M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SLNOreduced-375,000-$26.8M
XENEreduced-415,000-$13.9M
ALKSreduced-350,000-$11.6M
ABVXexited-1,284,110-$9.4M
HELIX ACQUISITION CORP IIexited-500,000-$5.25M

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, Q1 2025

Share positions as resolved from 13F-HR 0001831942-25-000005, largest first. % of portfolio is the value over $1,357,083,846, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,350,000 shares; 2024Q4: 3,874,182 shares; 2025Q1: 4,472,840 shares 4,472,840$188M13.87%+598,658
NUVLNUVALENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 940,000 shares; 2024Q4: 1,621,600 shares; 2025Q1: 1,855,000 shares 1,855,000$132M9.69%+233,400Timeline
ELVNENLIVEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100,000 shares; 2024Q4: 4,205,000 shares; 2025Q1: 4,675,000 shares 4,675,000$92M6.78%+470,000Timeline
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,260,000 shares; 2024Q4: 1,525,000 shares; 2025Q1: 1,150,000 shares 1,150,000$82.2M6.05%-375,000Timeline
XENEXENON PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,700,000 shares; 2024Q4: 2,740,000 shares; 2025Q1: 2,325,000 shares 2,325,000$78M5.75%-415,000Timeline
ALKSALKERMES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900,000 shares; 2024Q4: 2,300,000 shares; 2025Q1: 1,950,000 shares 1,950,000$64.4M4.74%-350,000Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,185,000 shares 2,185,000$64M4.72%newTimeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920,000 shares; 2024Q4: 1,625,000 shares; 2025Q1: 1,650,000 shares 1,650,000$62.3M4.59%+25,000Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475,000 shares; 2024Q4: 1,958,600 shares; 2025Q1: 2,561,782 shares 2,561,782$61.5M4.53%+603,182Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618,937 shares; 2024Q4: not reported; 2025Q1: 3,200,000 shares 3,200,000$58.1M4.28%newTimeline
SRRKSCHOLAR ROCK HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950,000 shares; 2025Q1: 1,745,000 shares 1,745,000$56.1M4.13%+795,000Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,539,930 shares; 2024Q4: 6,881,629 shares; 2025Q1: 8,892,816 shares 8,892,816$53.3M3.93%+2,011,187Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,550,124 shares; 2024Q4: 2,400,000 shares; 2025Q1: 3,600,000 shares 3,600,000$48.5M3.58%+1,200,000Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650,000 shares; 2024Q4: 3,000,000 shares; 2025Q1: 3,978,907 shares 3,978,907$47.3M3.48%+978,907Timeline
CNTACENTESSA PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350,000 shares; 2024Q4: 2,218,425 shares; 2025Q1: 2,367,578 shares 2,367,578$34M2.51%+149,153Timeline
SYRESPYRE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,988,084 shares; 2024Q4: 1,988,084 shares; 2025Q1: 1,988,084 shares 1,988,084$32.1M2.36%0Timeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,911,433 shares; 2024Q4: 1,911,433 shares; 2025Q1: 1,911,433 shares 1,911,433$30M2.21%0Timeline
MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000,000 shares; 2024Q4: 4,308,425 shares; 2025Q1: 4,525,000 shares 4,525,000$26.5M1.95%+216,575
SLDBSOLID BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,825,000 shares 5,825,000$21.6M1.59%newTimeline
DRUGBRIGHT MINDS BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500,000 shares; 2025Q1: 500,000 shares 500,000$18M1.33%0Timeline
CRDFCARDIFF ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,384,616 shares; 2025Q1: 5,384,616 shares 5,384,616$16.9M1.25%0Timeline
ORKAORUKA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,369,714 shares; 2024Q4: 1,419,714 shares; 2025Q1: 1,419,714 shares 1,419,714$14.6M1.07%0Timeline
IKTINHIBIKASE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,925,000 shares; 2025Q1: 5,344,432 shares 5,344,432$11.7M0.86%-580,568Timeline
ORICORIC PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000,000 shares; 2024Q4: 2,000,000 shares; 2025Q1: 2,000,000 shares 2,000,000$11.2M0.82%0Timeline
APGEAPOGEE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,000 shares; 2024Q4: 290,000 shares; 2025Q1: 290,000 shares 290,000$10.8M0.8%0Timeline
NGNENEUROGENE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 800,000 shares; 2025Q1: 925,000 shares 925,000$10.8M0.8%+125,000Timeline
TYRATYRA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 950,000 shares 950,000$8.84M0.65%newTimeline
FRNMPERCEPTIVE CAP SOLUTIONS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750,000 shares; 2024Q4: 750,000 shares; 2025Q1: 750,000 shares 750,000$7.72M0.57%0Timeline
CELCCELCUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,522,332 shares; 2024Q4: 400,000 shares; 2025Q1: 695,650 shares 695,650$7.03M0.52%+295,650Timeline
VTGNVISTAGEN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575,000 shares; 2024Q4: 1,575,000 shares; 2025Q1: 1,575,000 shares 1,575,000$3.94M0.29%0Timeline
AVTXAVALO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,000 shares; 2024Q4: 483,000 shares; 2025Q1: 483,000 shares 483,000$3.87M0.29%0Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
ABVXABIVAX SA1,284,110$9.4Mshares
HELIX ACQUISITION CORP IIHELIX ACQUISITION CORP II500,000$5.25Mshares
THRDTHIRD HARMONIC BIO INC237,704$2.45Mshares
NKTXNKARTA INC351,848$876Kshares

How Q1 2025 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 0001831942-25-000005 base2025-05-15acceptance time not in the bulk data set