Commodore Capital LP 13F 持仓 · 2026年Q2
Commodore Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 16.79 亿美元。前几大持仓：RLAY（13.37%）、ELVN（9.90%）、ALKS（9.36%）。本季前 25 大持仓中：新建仓 3 只、增持 5 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RLAY | RELAY THERAPEUTICS INC | $224.5M | 13.37% | 12.0M | 减持 |
| 2 | ELVN | ENLIVEN THERAPEUTICS INC | $166.2M | 9.90% | 3.3M | 持平 |
| 3 | ALKS | ALKERMES PLC | $157.2M | 9.36% | 3.0M | 减持 |
| 4 | COGT | COGENT BIOSCIENCES INC | $118.0M | 7.03% | 3.0M | 增持 |
| 5 | AMLX | AMYLYX PHARMACEUTICALS INC | $101.5M | 6.04% | 5.7M | 持平 |
| 6 | DFTX | DEFINIUM THERAPEUTICS INC | $94.1M | 5.60% | 2.0M | 持平 |
| 7 | SYRE | SPYRE THERAPEUTICS INC | $75.2M | 4.48% | 846,786 | 减持 |
| 8 | ANRO | ALTO NEUROSCIENCE INC | $71.9M | 4.28% | 2.7M | 持平 |
| 9 | TNGX | TANGO THERAPEUTICS INC | $70.3M | 4.19% | 2.2M | 新建仓 |
| 10 | EYPT | EYEPOINT INC | $65.8M | 3.92% | 4.6M | 增持 |
| 11 | TYRA | TYRA BIOSCIENCES INC | $59.9M | 3.57% | 1.9M | 减持 |
| 12 | DMRA | DAMORA THERAPEUTICS INC | $50.4M | 3.00% | 1.9M | 持平 |
| 13 | CLDX | CELLDEX THERAPEUTICS INC NEW | $50.2M | 2.99% | 1.4M | 减持 |
| 14 | PHVS | PHARVARIS N V | $49.3M | 2.93% | 1.4M | 减持 |
| 15 | LBRX | LB PHARMACEUTICALS INC | $48.7M | 2.90% | 1.5M | 持平 |
| 16 | ASMB | ASSEMBLY BIOSCIENCES INC | $38.9M | 2.32% | 1.4M | 增持 |
| 17 | EDIT | EDITAS MEDICINE INC | $28.8M | 1.72% | 8.9M | 新建仓 |
| 18 | KYMR | KYMERA THERAPEUTICS INC | $28.7M | 1.71% | 250,000 | 减持 |
| 19 | CATX | PERSPECTIVE THERAPEUTICS INC | $21.6M | 1.29% | 6.3M | 持平 |
| 20 | IPSC | CENTURY THERAPEUTICS INC | $21.3M | 1.27% | 8.7M | 持平 |
| 21 | ZURA | ZURA BIO LTD | $19.2M | 1.14% | 3.2M | 持平 |
| 22 | AVTX | AVALO THERAPEUTICS INC | $18.8M | 1.12% | 1.0M | 增持 |
| 23 | IFRX | INFLARX NV | $16.4M | 0.97% | 7.3M | 新建仓 |
| 24 | ANTX | AN2 THERAPEUTICS INC | $14.2M | 0.85% | 2.9M | 增持 |
| 25 | NUVL | NUVALENT INC | $12.3M | 0.74% | 100,000 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR