In Q3 2025, Commodore Capital held 34 positions worth $1.6B. They initiated 5 new positions and exited 39. Their largest holding was NUVL ($121.1M). Portfolio value grew +50.9% versus the prior quarter.
Frequently asked questions
What stocks did Commodore Capital own in Q3 2025?
Commodore Capital held 34 biotech stocks in their 13F portfolio in Q3 2025. Their top positions include NUVL, XENE, COGT, ELVN, AGIO. 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 Q3 2025?
Commodore Capital's tracked biotech portfolio was worth $1.6B 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 Q3 2025?
Commodore Capital initiated 5 new positions in Q3 2025, including AMLX, TERN, ASMB, LBRX, PEPG. They also increased 11 existing positions.
What did Commodore Capital sell in Q3 2025?
Commodore Capital fully exited 39 positions in Q3 2025, including KYTX, MGNX, AKRO, DYN, CRNX and 34 more. They also trimmed 7 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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