Commodore Capital LP
NEW YORK NY · SEC CIK 0001831942
$17.28亿2026Q1 申报市值
36持仓数
61.3%前十大占比 · 第一大 9.8%
13 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ERAS 新建仓+$5,137.15万
DMRA 新建仓+$5,022.01万
DFTX 新建仓+$3,780.00万
EYPT 新建仓+$3,641.43万
CRVS 新建仓+$3,304.53万
2026Q1 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$5,959.00万
XENE 减仓-$5,669.62万
ELVN 减仓-$5,557.81万
ORKA 清仓-$5,313.51万
PTGX 清仓-$3,930.30万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RLAY | RELAY THERAPEUTICS INC | $1.69亿 | 9.79% | 17,000,000 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $1.49亿 | 8.59% | 4,200,000 | 650,000 | 18.3% | $2,298.40万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1.28亿 | 7.43% | 3,275,000 | -1,417,809 | -30.2% | -$5,557.81万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1.11亿 | 6.43% | 2,888,007 | 691,162 | 31.5% | $2,660.28万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $9,646.04万 | 5.58% | 1,912,380 | -475,865 | -19.9% | -$2,400.26万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $9,479.25万 | 5.48% | 2,475,000 | -900,000 | -26.7% | -$3,447.00万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $8,553.67万 | 4.95% | 2,696,616 | 131,616 | 5.1% | $417.49万 | 加仓 |
| — | NUVALENT INC | $8,540.23万 | 4.94% | 833,600 | 283,600 | 51.6% | $2,905.48万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $7,853.50万 | 4.54% | 5,650,000 | 0 | 0.0% | — | 不变 |
| KYMR | KYMERA THERAPEUTICS INC | $6,246.75万 | 3.61% | 750,000 | 0 | 0.0% | — | 不变 |
| ANRO | ALTO NEUROSCIENCE INC | $6,121.74万 | 3.54% | 2,723,196 | 900,000 | 49.4% | $2,023.20万 | 加仓 |
| PHVS | PHARVARIS N V | $5,421.09万 | 3.14% | 1,918,970 | 29,525 | 1.6% | $83.41万 | 加仓 |
| ERAS | ERASCA INC | $5,137.15万 | 2.97% | 3,175,000 | 3,175,000 | — | $5,137.15万 | 新建仓 |
| DMRA | DAMORA THERAPEUTICS INC | $5,022.01万 | 2.91% | 1,939,000 | 1,939,000 | — | $5,022.01万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $4,797.38万 | 2.78% | 825,000 | -975,000 | -54.2% | -$5,669.62万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $3,780.00万 | 2.19% | 2,000,000 | 2,000,000 | — | $3,780.00万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $3,699.00万 | 2.14% | 1,500,000 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC | $3,641.43万 | 2.11% | 2,825,000 | 2,825,000 | — | $3,641.43万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $3,526.25万 | 2.04% | 2,275,000 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $3,304.53万 | 1.91% | 2,258,735 | 2,258,735 | — | $3,304.53万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $2,775.00万 | 1.61% | 1,000,000 | 0 | 0.0% | — | 不变 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $2,642.44万 | 1.53% | 6,336,782 | 6,336,782 | — | $2,642.44万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $2,184.34万 | 1.26% | 652,432 | -547,568 | -45.6% | -$1,833.26万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $2,181.03万 | 1.26% | 2,575,000 | 2,575,000 | — | $2,181.03万 | 新建仓 |
| IPSC | CENTURY THERAPEUTICS INC | $1,965.22万 | 1.14% | 8,695,652 | 8,695,652 | — | $1,965.22万 | 新建仓 |
| ZURA | ZURA BIO LTD | $1,933.75万 | 1.12% | 3,250,000 | 3,250,000 | — | $1,933.75万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $1,685.77万 | 0.98% | 4,401,500 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $1,256.69万 | 0.73% | 7,181,062 | -4,263,938 | -37.3% | -$746.19万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $1,086.15万 | 0.63% | 1,950,000 | 1,950,000 | — | $1,086.15万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $906.78万 | 0.52% | 5,397,488 | 0 | 0.0% | — | 不变 |
| — | AN2 THERAPEUTICS INC | $798.13万 | 0.46% | 2,333,713 | 2,333,713 | — | $798.13万 | 新建仓 |
| — | PEPGEN INC | $792.08万 | 0.46% | 4,475,000 | 1,075,000 | 31.6% | $190.28万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $721.12万 | 0.42% | 483,000 | 0 | 0.0% | — | 不变 |
| HLXC | HELIX ACQUISITION CORP III | $508.00万 | 0.29% | 500,000 | 500,000 | — | $508.00万 | 新建仓 |
| — | LEONABIO INC | $477.40万 | 0.28% | 464,398 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $441.20万 | 0.26% | 633,901 | 633,901 | — | $441.20万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,475,000 | -100.0% | -$5,959.00万 | 清仓 |
| ORKA | ORUKA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,753,054 | -100.0% | -$5,313.51万 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $0 | 0.00% | 0 | -450,000 | -100.0% | -$3,930.30万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $0 | 0.00% | 0 | -7,692,300 | -100.0% | -$3,276.92万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$2,678.00万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$2,501.00万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -1,425,000 | -100.0% | -$1,385.10万 | 清仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $0 | 0.00% | 0 | -816,326 | -100.0% | -$933.06万 | 清仓 |
| — | RAPT THERAPEUTICS INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$846.75万 | 清仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $0 | 0.00% | 0 | -18,851 | -100.0% | -$147.11万 | 清仓 |