Commodore Capital LP

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$1,678,965
Net value change ($000)
-49,487 (-2.9%)
New positions
5
Sold out positions
8
Turnover %
21.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TNGX 70,335 NEW
DFTX 56,280 148.9%
RLAY 55,370 32.7%
ELVN 37,826 29.5%
EYPT 29,366 80.6%
EDIT 28,800 NEW
AMLX 22,939 29.2%
IFRX 16,352 NEW
LBRX 11,693 31.6%
AVTX 11,608 161.0%
Top Reduces (Value $000, Stocks/ETFs)
NUVL -73,052 -85.5%
ERAS -51,372 -100.0%
XENE -47,974 -100.0%
CLDX -35,303 -41.3%
NRIX -35,263 -100.0%
TYRA -34,905 -36.8%
KYMR -33,800 -54.1%
CRVS -33,045 -100.0%
SLNO -21,843 -100.0%
OCUL -21,810 -100.0%
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