Commodore Capital LP

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$1,728,452
Net value change ($000)
+226,207 (15.1%)
New positions
13
Sold out positions
10
Turnover %
34.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ELVN 56,111 77.6%
ERAS 51,372 NEW
GLTO 50,220 NEW
ALKERMES PLC 49,183 49.5%
DFTX 37,800 NEW
EYPT 36,414 NEW
COGT 33,127 42.5%
CRVS 33,045 NEW
NUVL 30,077 54.4%
ANRO 28,764 88.6%
Top Reduces (Value $000, Stocks/ETFs)
TERN -59,590 -100.0%
ORKA -53,135 -100.0%
PTGX -39,303 -100.0%
SLNO -33,717 -60.7%
CTMX -32,769 -100.0%
XENE -32,702 -40.5%
DFTX -26,780 -100.0%
CNTA -25,010 -100.0%
PALI -14,329 -53.3%
PEPG -14,213 -64.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type