In Q2 2026, Commodore Capital held 33 positions worth $1.7B. They initiated 3 new positions and exited 60. Their largest holding was RLAY ($224.5M). Portfolio value shrank -2.9% versus the prior quarter.
Frequently asked questions
What stocks did Commodore Capital own in Q2 2026?
Commodore Capital held 33 biotech stocks in their 13F portfolio in Q2 2026. 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.
How much was Commodore Capital's portfolio worth in Q2 2026?
Commodore Capital's tracked biotech portfolio was 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.
What did Commodore Capital buy in Q2 2026?
Commodore Capital initiated 3 new positions in Q2 2026, including EDIT, IFRX, RACC. They also increased 8 existing positions.
What did Commodore Capital sell in Q2 2026?
Commodore Capital fully exited 60 positions in Q2 2026, including NKTX, CBIO, ARVN, CELC, PTGX and 55 more. They also trimmed 9 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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