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Commodore Capital LP

CIK:0001831942
Hedge Fund
$1B AUM
33 holdings
New York, NY, United States
Founded:2020
12 employees
Latest filing:Jun 30, 2025

Commodore Capital LP is a hedge fund and financial investment management firm headquartered in New York, NY. Founded to provide investment solutions to high-net-worth individuals, institutions, and family offices, the firm has approximately 12 employees. Commodore Capital specializes in the healthcare and biopharmaceutical sectors, backing early-stage and innovative companies. The firm serves a global clientele, delivering both traditional and alternative investment strategies with a focus on long-term growth. Commodore Capital is known for a client-centric approach, providing comprehensive wealth management, customized financial planning, and disciplined investment advisory services.

Investment Strategy

Commodore Capital LP employs a disciplined investment approach focused on identifying long-term growth opportunities in the healthcare and biopharmaceutical sectors. The firm conducts thorough research to discover high-potential early-stage companies, with an emphasis on scientific breakthroughs, genetic medicines, and cellular therapies. By blending both traditional and alternative investments, Commodore offers a diversified portfolio that aims to mitigate risk and maximize returns. Commodore capitalizes on the current wave of innovation in biopharmaceuticals, partnering closely with companies aiming to deliver transformative therapies to patients worldwide.

Latest 13F Filing Activity

Commodore Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions with a total 13F market value of $1B. The fund increased holdings in Protagonist Therapeutics Inc., Cidara Therapeutics Inc., Relay Therapeutics Inc. among other positions. Commodore Capital LP reduced exposure to Vaxcyte Inc., Vera Therapeutics Inc., Cogent Biosciences Inc. among others.

Top Buys
P
PTGXPROTAGONIST THERAPEUTICS INC
+$59.4M
C
CDTXCIDARA THERAPEUTICS INC
+$57.2M
R
RLAYRELAY THERAPEUTICS INC
+$46.2M
K
KYMRKYMERA THERAPEUTICS INC
+$32.7M
T
TYRATYRA BIOSCIENCES INC
+$20.8M
Top Sells
P
PCVXVAXCYTE INC
-$62.3M
V
VERAVERA THERAPEUTICS INC
-$42.7M
C
COGTCOGENT BIOSCIENCES INC
-$36.7M
S
SLNOSOLENO THERAPEUTICS INC
-$31.1M
N
NUVLNUVALENT INC
-$26.6M

Top Holdings

M
MRUSMERUS N V
+13.1%$185.4M
N
NUVLNUVALENT INC
+7.4%$104.9M
X
XENEXENON PHARMACEUTICALS INC
+6.7%$94.7M
E
ELVNENLIVEN THERAPEUTICS INC
+6.6%$94.1M
A
AGIOAGIOS PHARMACEUTICALS INC
+5.5%$77.3M

Equity Positions (33)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MERUS N V13.09%$185.4M3,525,000$30.24$52.60-$2.8M
NUVALENT INC7.41%$104.9M1,375,000$62.88$76.30-$26.6M
XENON PHARMACEUTICALS INC6.68%$94.7M3,025,000$31.46$31.30+$16.7M
ENLIVEN THERAPEUTICS INC6.64%$94.1M4,692,809$19.93$20.06+$2.1M
AGIOS PHARMACEUTICALS INC5.46%$77.3M2,325,000$29.54$33.26+$13.3M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+73.0%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+10.6%
ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS
+4.5%
IN VITRO & IN VIVO DIAGNOSTIC SUBSTANCES
+3.8%
SERVICES-MEDICAL LABORATORIES
+3.4%

Investment Team (2)

NameRoleLocationLinkedIn
Sean McSherry
Sean McSherry
Head TraderHoboken, NJ , United States
J
John Brock
PartnerNew York, NY , United States