Commodore Capital LP

The fund exhibits a distinct "barbell" structure in terms of position sizing. A single position, Merus N V, commands a dominant 23.85% of the portfolio, representing a massive, high-conviction bet. The remaining 75% of the portfolio is distributed across the other 25 holdings, with most positions falling between 2% and 8%, suggesting a tiered approach where the fund manager allocates heavily to the best idea while maintaining meaningful exposure to a select list of other opportunities.

Key Holdings