Michael Kramarz

Commodore Capital Lp

Assets Managed

$1.728B

Holdings

Last Quarter

2026 - Q1

Filed Date

1d ago

Growth Rate

15.06%(2Q avg: -5.8%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Commodore Capital Lp's 2026 - Q1 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 2026 - Q1, they manage 1.728B in assets, with a quarterly growth rate of 15.06% and a 2-quarter average growth rate of -5.8%. The portfolio is managed by Michael Kramarz, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RLAY Relay Therapeutics Inc Recent Activity	9.79%	$169.15M 17M shares@ $9.95 avg price
ALKS Alkermes Plc Recent Activity Increased 18.31%	8.6%	$148.512M 4.2M shares@ $35.36 avg price	Increased 18.31%
ELVN Enliven Therapeutics Inc Recent Activity Decreased -30.21%	7.43%	$128.38M 3.275M shares@ $39.2 avg price	Decreased -30.21%
COGT Cogent Biosciences Inc Recent Activity Increased 31.47%	6.44%	$111.159M 2.888M shares@ $38.49 avg price	Increased 31.47%
SYRE Spyre Therapeutics Inc Recent Activity Decreased -19.92%	5.59%	$96.46M 1.912M shares@ $50.44 avg price	Decreased -19.92%
TYRA Tyra Biosciences Inc Recent Activity Decreased -26.66%	5.49%	$94.793M 2.475M shares@ $38.3 avg price	Decreased -26.66%
CLDX Celldex Therapeutics Inc Recent Activity Increased 5.14%	4.95%	$85.537M 2.697M shares@ $31.73 avg price	Increased 5.14%
NUVL Nuvalent Inc-a Recent Activity Increased 51.57%	4.95%	$85.402M 833,600 shares@ $102.45 avg price	Increased 51.57%
AMLX Amylyx Pharmaceuticals Inc Recent Activity	4.55%	$78.535M 5.65M shares@ $13.9 avg price
KYMR Kymera Therapeutics Inc Recent Activity	3.62%	$62.468M 750,000 shares@ $83.29 avg price

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