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COMMODORE CAPITAL LP

13F
COMMODORE CAPITAL LP
Last update 2024-11-14 36 Stocks (4 new)
Value $1.60 Bil Turnover 11 %
Countries:
Top Holdings: MRUS(10.46%)VERA(6.84%)XENE(6.64%)PCVX(6.57%)ELVN(6.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
COMMODORE CAPITAL LP Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MRUS 		Merus NV
3,350,000
167366.000
+4.69%
10.460
+0.47%
4.890
-24.86%
-6.54%
2693.021
Biotechnology
VERA 		Vera Therapeutics Inc
2,475,000
109395.000
0%
6.840
0%
3.910
-15.30%
-19.91%
2147.918
Biotechnology
XENE 		Xenon Pharmaceuticals Inc
2,700,000
106299.000
-1.97%
6.640
-0.14%
3.560
-8.49%
-0.51%
2978.680
Biotechnology
PCVX 		Vaxcyte Inc
920,000
105128.400
-29.50%
6.570
-1.99%
0.740
-27.24%
+4.83%
10764.856
Biotechnology
ELVN 		Enliven Therapeutics Inc
4,100,000
104714.000
+3.19%
6.540
+0.20%
8.680
-22.60%
-3.27%
1070.260
Biotechnology
NUVL 		Nuvalent Inc
940,000
96162.000
-36.82%
6.010
-2.83%
1.330
-26.19%
-1.18%
5503.728
Biotechnology
COGT 		Cogent Biosciences Inc
7,539,930
81431.240
-22.57%
5.090
-1.26%
6.890
-27.67%
+5.26%
903.578
Biotechnology
ALKS 		Alkermes PLC
2,900,000
81171.000
+110.91%
5.070
+2.67%
1.790
+5.23%
+2.78%
4803.917
Drug Manufacturers
SLNO 		Soleno Therapeutics Inc
1,260,000
63617.400
-11.58%
3.980
-0.46%
2.920
-13.24%
+5.19%
2030.833
Biotechnology
SYRE 		Spyre Therapeutics Inc
1,988,084
58469.550
0%
3.650
0%
3.870
-33.97%
-8.18%
1297.054
Biotechnology

COMMODORE CAPITAL LP's Historical Top Holdings Breakdowns

COMMODORE CAPITAL LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BLU BELLUS Health Inc2023-06-30Sold Out
-7.21%
●
6.46 ($13.23) 14.75
$14.74
11.41%
Sold Out
0
-6,579,359
AMAM Ambrx Biopharma Inc2023-03-31New Buy
+6.52%
●
1.46 ($5.05) 12.54
$9.70
92.08%
New holding
4,803,447
4,803,447
AKRO 		Akero Therapeutics Inc2023-09-30Reduce
-5.83%
●
41.19 ($46.56) 52.25
$22.71
-51.22%
Reduce -66.27%
565,000
-1,110,000
ELVN 		Enliven Therapeutics Inc2023-03-31New Buy
+5.77%
●
21 ($22.18) 23.97
$21.91
-1.24%
New holding
1,731,365
1,731,365
RYTM 		Rhythm Pharmaceuticals Inc2023-09-30New Buy
+5.56%
●
15.81 ($22.39) 27.8
$53.34
138.23%
New holding
2,075,000
2,075,000
VERA 		Vera Therapeutics Inc2023-06-30Add
+4.74%
●
6.11 ($9.01) 17.83
$33.92
276.47%
Add 92.99%
5,450,000
2,625,971
AMAM Ambrx Biopharma Inc2023-12-31Sold Out
-4.73%
●
10.22 ($11.18) 12.73
$9.70
-13.24%
Sold Out
0
-3,518,556
AKRO 		Akero Therapeutics Inc2023-06-30Add
+4.64%
●
36.89 ($45.71) 56.88
$22.71
-50.32%
Add 112.03%
1,675,000
885,000
PCVX 		Vaxcyte Inc2023-06-30Add
+4.58%
●
34.66 ($47.24) 54.07
$86.37
82.83%
Add 407.5%
1,015,000
815,000
MNMD 		Mind Medicine Inc2024-03-31New Buy
+3.67%
●
3.55 ($5.7) 10.43
$6.60
15.79%
New holding
5,833,333
5,833,333

COMMODORE CAPITAL LP Total Holding History ($B)

To

COMMODORE CAPITAL LP's Asset Allocation

To

COMMODORE CAPITAL LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

COMMODORE CAPITAL LP's Hypothetical Growth since 2024-09-30

COMMODORE CAPITAL LP's Yearly Returns

Year Portfolio % % Excess Gain %

COMMODORE CAPITAL LP's Holdings Heat Map

Size field:

COMMODORE CAPITAL LP's Holdings Bubble Chart

COMMODORE CAPITAL LP News

  • 1

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