DOSSIER · 13F-HR · Q1 2026

Commodore Capital LP

Commodore's pension fund based in Stamford, CT $1.7B in tracked AUM across 36 positions as of Q1 2026.

C
Commodore·Stamford, CT·Pension Fund
CIK 0001831942 · last filed Mar 31, 2026
Total AUM
$1.7B
9.7%
vs prior
Holdings
36
positions
Whale Score
75
75
strong
Activity
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Commodore Capital LP SEC 13F Filing
Portfolio Overview

Commodore Capital LP manages a concentrated, high-conviction portfolio totaling approximately $1.39 billion as of the report date September 30, 2025. The fund employs a focused investment strategy, holding only 26 securities, which indicates a preference for selecting specific winners rather than broad market diversification. The portfolio experienced a slight contraction of 1.8% in value during t...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
RLAY
RELAY THERAPEUTICS INC
$169M17.0M9.8%
02
G01767105
ALKERMES PLC
$149M4.2M8.6%
03
ELVN
ENLIVEN THERAPEUTICS INC
$128M3.3M7.4%
04
COGT
COGENT BIOSCIENCES INC
$111M2.9M6.4%
05
SYRE
SPYRE THERAPEUTICS INC
$96M1.9M5.6%
06
TYRA
TYRA BIOSCIENCES INC
$95M2.5M5.5%
07
CLDX
CELLDEX THERAPEUTICS INC NEW
$86M2.7M4.9%
08
NUVL
NUVALENT INC
$85M834K4.9%
09
AMLX
AMYLYX PHARMACEUTICALS INC
$79M5.7M4.5%
10
KYMR
KYMERA THERAPEUTICS INC
$62M750K3.6%

Filing history

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