In Q4 2023, Commodore Capital held 25 positions worth $885.1M. They initiated 7 new positions and exited 15. Their largest holding was XENE ($99.8M).
Frequently asked questions
What stocks did Commodore Capital own in Q4 2023?
Commodore Capital held 25 biotech stocks in their 13F portfolio in Q4 2023. Their top positions include XENE, NUVL, VERA, RYTM, PCVX. 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 Q4 2023?
Commodore Capital's tracked biotech portfolio was worth $885.1M across 25 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 Q4 2023?
Commodore Capital initiated 7 new positions in Q4 2023, including ARVN, PHVS, CCCC, AAVXF, NKTX and 2 more. They also increased 4 existing positions.
What did Commodore Capital sell in Q4 2023?
Commodore Capital fully exited 15 positions in Q4 2023, including KALV, ACRS, ABOS, ALLK, RNA and 10 more. They also trimmed 5 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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