Commodore Capital LP
NEW YORK NY · SEC CIK 0001831942
$16.79亿2026Q2 申报市值
33持仓数
68.2%前十大占比 · 第一大 13.4%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TNGX 新建仓+$7,033.50万
EDIT 新建仓+$2,880.04万
EYPT 加仓+$2,538.25万
IFRX 新建仓+$1,635.20万
ASMB 加仓+$1,140.42万
2026Q2 卖出最多 按季末市值估算
SYRE 减仓-$9,460.34万
RLAY 减仓-$9,355.00万
NUVALENT INC 减仓-$9,059.96万
ALKS 减仓-$6,287.40万
KYMR 减仓-$5,733.50万
2026Q2 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 | $2.25亿 | 13.37% | 12,000,000 | -5,000,000 | -29.4% | -$9,355.00万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1.66亿 | 9.90% | 3,275,000 | 0 | 0.0% | — | 不变 |
| ALKS | ALKERMES PLC | $1.57亿 | 9.36% | 3,000,000 | -1,200,000 | -28.6% | -$6,287.40万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1.18亿 | 7.03% | 3,050,000 | 161,993 | 5.6% | $626.91万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.01亿 | 6.04% | 5,650,000 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC | $9,408.00万 | 5.60% | 2,000,000 | 0 | 0.0% | — | 不变 |
| SYRE | SPYRE THERAPEUTICS INC | $7,517.77万 | 4.48% | 846,786 | -1,065,594 | -55.7% | -$9,460.34万 | 减仓 |
| ANRO | ALTO NEUROSCIENCE INC | $7,186.51万 | 4.28% | 2,723,196 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $7,033.50万 | 4.19% | 2,250,000 | 2,250,000 | — | $7,033.50万 | 新建仓 |
| EYPT | EYEPOINT INC | $6,578.00万 | 3.92% | 4,600,000 | 1,775,000 | 62.8% | $2,538.25万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $5,988.75万 | 3.57% | 1,875,000 | -600,000 | -24.2% | -$1,916.40万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $5,043.34万 | 3.00% | 1,939,000 | 0 | 0.0% | — | 不变 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $5,023.35万 | 2.99% | 1,350,000 | -1,346,616 | -49.9% | -$5,010.76万 | 减仓 |
| PHVS | PHARVARIS N V | $4,927.65万 | 2.93% | 1,425,000 | -493,970 | -25.7% | -$1,708.15万 | 减仓 |
| LBRX | LB PHARMACEUTICALS INC | $4,868.25万 | 2.90% | 1,500,000 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $3,888.42万 | 2.32% | 1,415,000 | 415,000 | 41.5% | $1,140.42万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $2,880.04万 | 1.72% | 8,889,000 | 8,889,000 | — | $2,880.04万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,866.75万 | 1.71% | 250,000 | -500,000 | -66.7% | -$5,733.50万 | 减仓 |
| CATX | PERSPECTIVE THERAPEUTICS INC | $2,160.84万 | 1.29% | 6,336,782 | 0 | 0.0% | — | 不变 |
| IPSC | CENTURY THERAPEUTICS INC | $2,130.43万 | 1.27% | 8,695,652 | 0 | 0.0% | — | 不变 |
| ZURA | ZURA BIO LTD | $1,917.50万 | 1.14% | 3,250,000 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $1,881.85万 | 1.12% | 1,018,319 | 535,319 | 110.8% | $989.27万 | 加仓 |
| IFRX | INFLARX NV | $1,635.20万 | 0.97% | 7,300,000 | 7,300,000 | — | $1,635.20万 | 新建仓 |
| — | AN2 THERAPEUTICS INC | $1,419.90万 | 0.85% | 2,933,680 | 599,967 | 25.7% | $290.38万 | 加仓 |
| — | NUVALENT INC | $1,235.00万 | 0.74% | 100,000 | -733,600 | -88.0% | -$9,059.96万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $1,119.30万 | 0.67% | 2,870,000 | -1,531,500 | -34.8% | -$597.28万 | 减仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $1,095.69万 | 0.65% | 5,397,488 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $986.10万 | 0.59% | 1,425,000 | 791,099 | 124.8% | $547.44万 | 加仓 |
| — | PEPGEN INC | $805.50万 | 0.48% | 4,475,000 | 0 | 0.0% | — | 不变 |
| — | RESEARCH ALLIANCE CORP III | $535.00万 | 0.32% | 500,000 | 500,000 | — | $535.00万 | 新建仓 |
| HLXC | HELIX ACQUISITION CORP III | $532.00万 | 0.32% | 500,000 | 0 | 0.0% | — | 不变 |
| — | LEONABIO INC | $426.78万 | 0.25% | 464,398 | 0 | 0.0% | — | 不变 |
| — | VISTAGEN THERAPEUTICS INC | $63.02万 | 0.04% | 2,788,620 | 2,788,620 | — | $63.02万 | 新建仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -3,175,000 | -100.0% | -$5,137.15万 | 清仓 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | -825,000 | -100.0% | -$4,797.38万 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC | $0 | 0.00% | 0 | -2,275,000 | -100.0% | -$3,526.25万 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,258,735 | -100.0% | -$3,304.53万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -652,432 | -100.0% | -$2,184.34万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -2,575,000 | -100.0% | -$2,181.03万 | 清仓 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -7,181,062 | -100.0% | -$1,256.69万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $0 | 0.00% | 0 | -1,950,000 | -100.0% | -$1,086.15万 | 清仓 |