In Q1 2026, Commodore Capital held 34 positions worth $1.7B. They initiated 11 new positions and exited 55. Their largest holding was RLAY ($169.2M). Portfolio value grew +14.1% versus the prior quarter.
Frequently asked questions
What stocks did Commodore Capital own in Q1 2026?
Commodore Capital held 34 biotech stocks in their 13F portfolio in Q1 2026. 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.
How much was Commodore Capital's portfolio worth in Q1 2026?
Commodore Capital's tracked biotech portfolio was worth $1.7B across 34 positions, with total assets under management of approximately $1.5B. Portfolio values are based on 13F filings with the SEC.
What did Commodore Capital buy in Q1 2026?
Commodore Capital initiated 11 new positions in Q1 2026, including ERAS, DMRA, DFTX, EYPT, CRVS and 6 more. They also increased 7 existing positions.
What did Commodore Capital sell in Q1 2026?
Commodore Capital fully exited 55 positions in Q1 2026, including CRNX, DAWN, APGE, CBIO, VERA and 50 more. They also trimmed 6 existing positions.
Is Commodore Capital a biotech fund?
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.
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