Commodore Capital
Commodore Capital reported 33 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RLAY (13.4%), ELVN (9.9%) and ALKS (9.4%). Compared with Q1 2026, the fund opened new positions in TNGX, EDIT and IFRX, added to COGT, EYPT and ASMB, trimmed RLAY, ALKS and SYRE and sold out of ERAS, XENE and NRIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RLAY Relay Therapeutics Inc | $225M | 13.4% | 12M | −5M (−29%) | 5 of 8 | |
| 2 |  ELVN Enliven Therapeutics Inc | $166M | 9.9% | 3.3M | No change | 8 of 8 | |
| 3 |  ALKS Alkermes PLC | $157M | 9.4% | 3M | −1.2M (−29%) | 8 of 8 | |
| 4 |  COGT Cogent Biosciences Inc | $118M | 7.0% | 3M | +162K (+6%) | 8 of 8 | |
| 5 |  AMLX Amylyx Pharmaceuticals Inc | $101M | 6.0% | 5.7M | No change | 4 of 8 | |
| 6 |  DFTX Definium Therapeutics Inc | $94.1M | 5.6% | 2M | No change | 2 of 8 | |
| 7 |  SYRE Spyre Therapeutics Inc | $75.2M | 4.5% | 847K | −1.1M (−56%) | 8 of 8 | |
| 8 |  ANRO Alto Neuroscience Inc | $71.9M | 4.3% | 2.7M | No change | 3 of 8 | |
| 9 |  TNGX Tango Therapeutics Inc | $70.3M | 4.2% | 2.3M | New position | 3 of 8 | |
| 10 |  EYPT Eyepoint Pharmaceuticals Inc | $65.8M | 3.9% | 4.6M | +1.8M (+63%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ERAS Erasca Inc | $51.4M | 3.2M |
 XENE Xenon Pharmaceuticals Inc | $48M | 825K |
 NRIX Nurix Therapeutics Inc | $35.3M | 2.3M |
 CRVS Corvus Pharmaceuticals Inc | $33M | 2.3M |
SOLENO THERAPEUTICS INC | $21.8M | 652K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Commodore Capital 13F FAQ
What does Commodore Capital own?
Commodore Capital reported 33 stocks worth $1.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RLAY (13.4%), ELVN (9.9%) and ALKS (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Commodore Capital buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 6 added to, 9 trimmed and 8 sold out. New positions include TNGX, EDIT and IFRX. It sold all of ERAS, XENE and NRIX.
When will Commodore Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Commodore Capital's portfolio worth?
The Q2 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.