Commodore Capital Portfolio
13F Holdings & Position Changes — Last filed May 15, 2026
13F Holdings & Position Changes — Last filed May 15, 2026
Commodore Capital is a $1.5B biotech-focused hedge fund managed by Egen Atkinson & Michael Kramarz. As of their latest 13F filing (Q1 2026), the fund holds 36 positions worth $1.7B. This quarter they initiated 12 new positions and exited 54. Their largest holding is RLAY ($169.2M).
Commodore initiated 12 new positions and increased 8 this quarter. Portfolio grew +15.7% to $1.7B. 175 upcoming catalysts across holdings.
Track this fund’s next move
13F changes, conviction shifts, and catalyst alerts across all 20 specialist biotech funds — free Monday brief.
Commodore Capital held 36 biotech stocks in their 13F portfolio this quarter. Their top positions include RLAY, ALKS, ELVN, COGT, SYRE. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
Commodore Capital's tracked biotech portfolio is worth $1.7B across 36 positions, with total assets under management of approximately $1.5B. Portfolio values are based on 13F filings with the SEC.
Commodore Capital initiated 12 new positions this quarter, including ERAS, DMRA, DFTX, EYPT, CRVS and 7 more. They also increased 8 existing positions.
Commodore Capital fully exited 54 positions this quarter, including MGNX, ACRS, ENGNW, RXDX, AUTL and 49 more. They also trimmed 6 existing positions.
Healthcare-focused investment firm co-founded by Egen Atkinson and Michael Kramarz. Takes concentrated positions in biotech and life sciences companies, combining deep scientific analysis with active portfolio management.