Commodore Capital Portfolio
13F Holdings & Position Changes — Last filed Aug 14, 2026
13F Holdings & Position Changes — Last filed Aug 14, 2026
Commodore Capital is a $1.5B biotech-focused hedge fund managed by Egen Atkinson & Michael Kramarz. As of their latest 13F filing (Q2 2026), the fund holds 33 positions worth $1.7B. This quarter they initiated 3 new positions and exited 60. Their largest holding is RLAY ($224.5M).
Commodore initiated 3 new positions and increased 8 this quarter. Portfolio shrank -2.9% to $1.7B. 174 upcoming catalysts across holdings.
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13F changes, conviction shifts, and catalyst alerts across all 20 specialist biotech funds — free Monday brief.
Commodore Capital held 33 biotech stocks in their 13F portfolio this quarter. Their top positions include RLAY, ELVN, ALKS, COGT, AMLX. 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 33 positions, with total assets under management of approximately $1.5B. Portfolio values are based on 13F filings with the SEC.
Commodore Capital initiated 3 new positions this quarter, including EDIT, IFRX, RACC. They also increased 8 existing positions.
Commodore Capital fully exited 60 positions this quarter, including NKTX, AAVXF, APGE, ENTA, CTMX and 55 more. They also trimmed 9 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.