Michael Kramarz
@Commodore Capital Lp
Latest period2024 - Q3ReportedManaged Assets$1.6BTotal holdings36
Assets growth rate9.24%Assets growth rate (2-Q avg)3.6%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Commodore Capital Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 36 positions.
Assets under management
The assets under management (AUM) of Commodore Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.6B in assets, with a quarterly growth rate of 9.24% and a 2-quarter average growth rate of 3.6%. The portfolio is managed by Michael Kramarz, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XENEXenon Pharmaceuticals Inc
| 6.65% | $106.299M 2.7M shares@ $39.37 avg price | Decreased -1.97% |
PCVXVaxcyte Inc
| 6.57% | $105.128M 920,000 shares@ $114.27 avg price | Decreased -29.5% |
NUVLNuvalent Inc
| 6.01% | $96.162M 940,000 shares@ $102.3 avg price | Decreased -36.81% |
COGTCogent Biosciences Inc
| 5.09% | $81.431M 7.54M shares@ $10.8 avg price | Decreased -22.57% |
SLNOSoleno Therapeutics Inc
| 3.98% | $63.617M 1.26M shares@ $50.49 avg price | Decreased -11.57% |
CATXPerspective Therapeutics Inc
| 2.8% | $44.723M 3.35M shares@ $13.35 avg price | Decreased -28.07% |
RYTMRhythm Pharmaceuticals Inc
| 2.13% | $34.053M 650,000 shares@ $52.39 avg price | Decreased -46.93% |
ARVNArvinas Inc
| 1.85% | $29.556M 1.2M shares@ $24.63 avg price | Decreased -36.31% |
THRDThird Harmonic Bio Inc
| 1.16% | $18.436M 1.361M shares@ $13.56 avg price | Decreased -11.96% |