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COMMODORE CAPITAL LP13F | |
| COMMODORE CAPITAL LP | |
| Last update 2025-05-15 | 31 Stocks (4 new) |
| Value $1.36 Bil | Turnover 22 % |
COMMODORE CAPITAL LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MRUS | Merus NV | 4,472,840 | 188,261.8 | +15.45% | 13.870 | +1.86% | 6.460 | +46.40% | +50.44% | 4,711.4 | Biotechnology | |
NUVL | Nuvalent Inc | 1,855,000 | 131,556.6 | +14.39% | 9.690 | +1.22% | 2.580 | +13.01% | +3.07% | 5,793.5 | Biotechnology | |
ELVN | Enliven Therapeutics Inc | 4,675,000 | 92,004.0 | +11.18% | 6.780 | +0.68% | 9.530 | +19.98% | -4.18% | 1,271.8 | Biotechnology | |
SLNO | Soleno Therapeutics Inc | 1,150,000 | 82,167.5 | -24.59% | 6.050 | -1.23% | 2.280 | +20.48% | +91.37% | 4,537.3 | Biotechnology | |
XENE | Xenon Pharmaceuticals Inc | 2,325,000 | 78,003.8 | -15.15% | 5.750 | -1.19% | 3.040 | -14.70% | -20.08% | 2,404.1 | Biotechnology | |
ALKS | Alkermes PLC | 1,950,000 | 64,389.0 | -15.22% | 4.740 | -0.74% | 1.180 | -0.30% | -6.02% | 4,457.3 | Drug Manufacturers | |
AGIO | Agios Pharmaceuticals Inc | 2,185,000 | 64,020.5 | New Holding | 4.720 | +4.72% | 3.770 | +41.64% | +20.69% | 2,296.9 | Biotechnology | |
PCVX | Vaxcyte Inc | 1,650,000 | 62,304.0 | +1.54% | 4.590 | +0.07% | 1.280 | +14.27% | -56.36% | 4,608.0 | Biotechnology | |
VERA | Vera Therapeutics Inc | 2,561,782 | 61,534.0 | +30.80% | 4.530 | +1.07% | 4.020 | +4.21% | -47.29% | 1,421.5 | Biotechnology | |
CLDX | Celldex Therapeutics Inc | 3,200,000 | 58,080.0 | New Holding | 4.280 | +4.28% | 4.820 | +15.32% | -11.52% | 1,484.6 | Biotechnology |
COMMODORE CAPITAL LP's Historical Top Holdings Breakdowns
COMMODORE CAPITAL LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGIO | Agios Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +4.72% | 29.3 ($33.17) 35.9 | $39.66 | 19.57% | New holding | 2,185,000 | 2,185,000 | |
CLDX | Celldex Therapeutics Inc | 2025-03-31 | New Buy New Buy | +4.28% | 18.15 ($22.34) 27.6 | $22.36 | 0.09% | New holding | 3,200,000 | 3,200,000 | |
SRRK | Scholar Rock Holding Corp | 2025-03-31 | Add Add | +1.88% | 32.15 ($38.47) 46.73 | $39.98 | 3.93% | Add 83.68% | 1,745,000 | 795,000 | |
MRUS | Merus NV | 2025-03-31 | Add Add | +1.86% | 39.01 ($43.61) 49.16 | $63.26 | 45.06% | Add 15.45% | 4,472,840 | 598,658 | |
SLDB | Solid Biosciences Inc | 2025-03-31 | New Buy New Buy | +1.59% | 2.88 ($4.28) 6.47 | $6.23 | 45.56% | New holding | 5,825,000 | 5,825,000 | |
SLNO | Soleno Therapeutics Inc | 2025-03-31 | Reduce Reduce | -1.23% | 42.54 ($48.69) 71.99 | $86.02 | 76.67% | Reduce -24.59% | 1,150,000 | -375,000 | |
NUVL | Nuvalent Inc | 2025-03-31 | Add Add | +1.22% | 67.38 ($78.19) 88.96 | $80.68 | 3.18% | Add 14.39% | 1,855,000 | 233,400 | |
VRDN | Viridian Therapeutics Inc | 2025-03-31 | Add Add | +1.19% | 13.48 ($17.03) 20.91 | $16.96 | -0.41% | Add 50% | 3,600,000 | 1,200,000 | |
XENE | Xenon Pharmaceuticals Inc | 2025-03-31 | Reduce Reduce | -1.19% | 33.55 ($37.97) 40.74 | $31.33 | -17.49% | Reduce -15.15% | 2,325,000 | -415,000 | |
VERA | Vera Therapeutics Inc | 2025-03-31 | Add Add | +1.07% | 24.02 ($32.13) 43.22 | $22.29 | -30.63% | Add 30.8% | 2,561,782 | 603,182 |
COMMODORE CAPITAL LP Total Holding History ($B)
COMMODORE CAPITAL LP's Asset Allocation
COMMODORE CAPITAL LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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COMMODORE CAPITAL LP's Hypothetical Growth since 2025-03-31
COMMODORE CAPITAL LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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COMMODORE CAPITAL LP's Holdings Heat Map
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COMMODORE CAPITAL LP's Holdings Bubble Chart
COMMODORE CAPITAL LP News
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