In Q4 2025, Commodore Capital held 32 positions worth $1.5B. They initiated 5 new positions and exited 46. Their largest holding was RLAY ($143.8M). Portfolio value shrank -6.1% versus the prior quarter.
Frequently asked questions
What stocks did Commodore Capital own in Q4 2025?
Commodore Capital held 32 biotech stocks in their 13F portfolio in Q4 2025. Their top positions include RLAY, ALKS, TYRA, XENE, 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 Q4 2025?
Commodore Capital's tracked biotech portfolio was worth $1.5B across 32 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 2025?
Commodore Capital initiated 5 new positions in Q4 2025, including ANRO, PALI, REPL, CTNM, LONA. They also increased 4 existing positions.
What did Commodore Capital sell in Q4 2025?
Commodore Capital fully exited 46 positions in Q4 2025, including KURA, RYTM, SNDX, RXDX, RZLT and 41 more. They also trimmed 12 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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