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 |
---|---|---|---|
VRDNViridian Therapeutics Inc
| 3.63% | $58.015M 2.55M shares@ $22.75 avg price | Increased 0.88% |
CLDXCelldex Therapeutics Inc New
| 3.44% | $55.028M 1.619M shares@ $34.0 avg price | Increased 13.61% |
MNMDMind Medicine Mindmed Inc
| 2.85% | $45.52M 8M shares@ $5.69 avg price | Increased 11.96% |
CATXPerspective Therapeutics Inc
| 2.8% | $44.723M 3.35M shares@ $13.35 avg price | Decreased -28.07% |
NRIXNurix Therapeutics Inc
| 2.32% | $37.076M 1.65M shares@ $22.47 avg price | New Position |
PHVSPharvaris N V
| 2.22% | $35.4M 1.911M shares@ $18.52 avg price | Increased 5.6% |
KURAKura Oncology Inc
| 2.2% | $35.172M 1.8M shares@ $19.54 avg price | Increased 12.97% |
RYTMRhythm Pharmaceuticals Inc
| 2.13% | $34.053M 650,000 shares@ $52.39 avg price | Decreased -46.93% |
ORKAOruka Therapeutics Inc
| 2.1% | $33.572M 1.37M shares@ $24.51 avg price | New Position |
ARVNArvinas Inc
| 1.85% | $29.556M 1.2M shares@ $24.63 avg price | Decreased -36.31% |