Commodore Capital LP holds a focused book of 36 stocks worth $1.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Erasca Inc and trimmed Enliven Therapeutics Inc. Their largest long position is Relay Therapeutics Inc at 10% of the equity book.
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Use Arkolith to show Commodore Capital LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Relay Therapeutics Inc COM | $169.2M | 17.00M | 9.8% | —Held | |
| 2 | Alkermes PLC SHS | $148.5M | 4.20M | 8.6% | ▲+18% Added · +650K sh | |
| 3 | Enliven Therapeutics Inc COM | $128.4M | 3.27M | 7.4% | ▼−30% Reduced · −1.4M sh | |
| 4 | Cogent Biosciences Inc COM | $111.2M | 2.89M | 6.4% | ▲+31% Added · +691K sh | |
| 5 | Spyre Therapeutics Inc COM NEW | $96.5M | 1.91M | 5.6% | ▼−20% Reduced · −476K sh | |
| 6 | Tyra Biosciences Inc COM | $94.8M | 2.48M | 5.5% | ▼−27% Reduced · −900K sh | |
| 7 | Celldex Therapeutics Inc New COM NEW | $85.5M | 2.70M | 4.9% | ▲+5.1% Added · +132K sh | |
| 8 | Nuvalent Inc COM | $85.4M | 833.6K | 4.9% | ▲+52% Added · +284K sh | |
| 9 | Amylyx Pharmaceuticals Inc COM | $78.5M | 5.65M | 4.5% | —Held | |
| 10 | Kymera Therapeutics Inc COM | $62.5M | 750.0K | 3.6% | —Held | |
| 11 | Alto Neuroscience Inc COM SHS | $61.2M | 2.72M | 3.5% | ▲+49% Added · +900K sh | |
| 12 | Pharvaris N V COM | $54.2M | 1.92M | 3.1% | ▲+1.6% Added · +30K sh | |
| 13 | Erasca Inc COM | $51.4M | 3.17M | 3.0% | ▲New New position | |
| 14 | Damora Therapeutics Inc COM NEW | $50.2M | 1.94M | 2.9% | ▲New New position | |
| 15 | Xenon Pharmaceuticals Inc COM | $48.0M | 825.0K | 2.8% | ▼−54% Reduced · −975K sh | |
| 16 | Definium Therapeutics Inc COM SHS | $37.8M | 2.00M | 2.2% | ▲New New position | |
| 17 | LB Pharmaceuticals Inc COM SHS | $37.0M | 1.50M | 2.1% | —Held | |
| 18 | Eyepoint Inc COM NEW | $36.4M | 2.83M | 2.1% | ▲New New position | |
| 19 | Nurix Therapeutics Inc COM | $35.3M | 2.27M | 2.0% | —Held | |
| 20 | Corvus Pharmaceuticals Inc COM | $33.0M | 2.26M | 1.9% | ▲New New position | |
| 21 | Assembly Biosciences Inc COM NEW | $27.8M | 1.00M | 1.6% | —Held | |
| 22 | Perspective Therapeutics Inc COM NEW | $26.4M | 6.34M | 1.5% | ▲New New position | |
| 23 | Soleno Therapeutics Inc COM | $21.8M | 652.4K | 1.3% | ▼−46% Reduced · −548K sh | |
| 24 | Ocular Therapeutix Inc COM | $21.8M | 2.58M | 1.3% | ▲New New position | |
| 25 | Century Therapeutics Inc COM | $19.7M | 8.70M | 1.1% | ▲New New position | |
| 26 | Zura Bio Ltd CLASS A ORD SHS | $19.3M | 3.25M | 1.1% | ▲New New position | |
| 27 | SAB Biotherapeutics Inc COM NEW | $16.9M | 4.40M | 1.0% | —Held | |
| 28 | Palisade Bio Inc COM | $12.6M | 7.18M | 0.7% | ▼−37% Reduced · −4.3M sh | |
| 29 | Karyopharm Therapeutics Inc COM NEW | $10.9M | 1.95M | 0.6% | ▲New New position | |
| 30 | Inhibikase Therapeutics Inc COM NEW | $9.1M | 5.40M | 0.5% | —Held | |
| 31 | An2 Therapeutics Inc COM | $8.0M | 2.33M | 0.5% | ▲New New position | |
| 32 | Pepgen Inc COM | $7.9M | 4.47M | 0.5% | ▲+32% Added · +1.1M sh | |
| 33 | Avalo Therapeutics Inc COM NEW | $7.2M | 483.0K | 0.4% | —Held | |
| 34 | Helix Acquisition Corp III USD CL A ORD SHS | $5.1M | 500.0K | 0.3% | ▲New New position | |
| 35 | Leonabio Inc COM | $4.8M | 464.4K | 0.3% | —Held | |
| 36 | Relmada Therapeutics Inc COM | $4.4M | 633.9K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 36 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 33 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 37 | $2.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 33 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 31 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 31 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 36 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 35 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 39 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 32 | $1.1B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 30 | $855.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 26 | $889.8M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 32 | $656.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 35 | $663.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 30 | $621.9M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 24 | $473.0M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 27 | $447.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 25 | $431.8M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 29 | $379.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Oct 14, 2021 | 29 | $287.0M | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | Oct 14, 2021 | 31 | $251.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.