Commodore Capital LP: AMYLYX PHARMACEUTICALS INC (AMLX): Quarterly 13F Position History
As of Q1 2026, Commodore Capital LP reported 5,650,000 shares of AMYLYX PHARMACEUTICALS INC (AMLX), worth $78.5M and representing 4.5% of its 13F equity book. The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 5,650,000Shares Held (Latest Filing)
- $78.5MReported Market Value (Latest Filing)
- 4.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$10.3MQuarter-over-Quarter Value Change
- 5,650,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,650,000 | 0 | — | $78.5M | 4.5% | $13.9 |
| Q4 2025 | 5,650,000 | +1,574,522 | +38.6% | $68.3M | 4.5% | $12.1 |
| Q3 2025 | 4,075,478 | — | — | $55.4M | 2.7% | $13.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Commodore Capital LP first disclose a AMLX position in 13F-HR filings?
Commodore Capital LP first reported AMYLYX PHARMACEUTICALS INC (AMLX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Commodore Capital LP's most recent quarter-over-quarter share-count change in AMLX?
Commodore Capital LP held the same 5,650,000 shares of AMLX between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Commodore Capital LP's cost basis in AMLX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.