Commodore Capital LP
•CIK: 1831942•Filing: Q4 2025
**COMMODORE CAPITAL LP** manages $1.5B across a concentrated portfolio of 33 positions. The fund exhibits significant conviction in technology and industrial sectors, with top holdings including RLAY at $143.8M and NTRSO at $99.3M. Further substantial allocations are noted in TYRA ($88.7M), XENE ($80.7M), and SYRE ($78.2M). This structure suggests a focused, high-conviction approach to identifying market leaders.
Total AUM
$1.5B
QoQ Performance
-26.7%
Positions
33
Top 10 Concentration
55.8%
Latest Filing
Q4 2025
Top Holdings Allocation
RLAY
ALKS
TYRA
XENE
SYRE
COGT
RLAY9.6%
ALKS6.6%
TYRA5.9%
XENE5.4%
SYRE5.2%
COGT5.2%
ELVN4.8%
TCE24.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW6 new positions
↑4 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023