Commodore Capital LP: NUVALENT INC (NUVL): Quarterly 13F Position History
As of Q1 2026, Commodore Capital LP reported 833,600 shares of NUVALENT INC (NUVL), worth $85.4M and representing 4.9% of its 13F equity book. Quarter-over-quarter share count change: + 283,600 (+51.6%) . The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 833,600Shares Held (Latest Filing)
- $85.4MReported Market Value (Latest Filing)
- 4.9%Portfolio Weight (% of 13F Equity Book)
- +283,600Quarter-over-Quarter Share Change
- +$30.1MQuarter-over-Quarter Value Change
- 1,855,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 833,600 | +283,600 | +51.6% | $85.4M | 4.9% | $102.5 |
| Q4 2025 | 550,000 | 850,000 | -60.7% | $55.3M | 3.7% | $100.6 |
| Q3 2025 | 1,400,000 | +25,000 | +1.8% | $121.1M | 5.9% | $86.5 |
| Q2 2025 | 1,375,000 | 480,000 | -25.9% | $104.9M | 7.4% | $76.3 |
| Q1 2025 | 1,855,000 | +233,400 | +14.4% | $131.6M | 9.7% | $70.9 |
| Q4 2024 | 1,621,600 | +681,600 | +72.5% | $126.9M | 9.3% | $78.3 |
| Q3 2024 | 940,000 | 547,756 | -36.8% | $96.2M | 6.0% | $102.3 |
| Q2 2024 | 1,487,756 | 0 | — | $112.9M | 7.7% | $75.9 |
| Q1 2024 | 1,487,756 | +156,719 | +11.8% | $111.7M | 7.5% | $75.1 |
| Q4 2023 | 1,331,037 | +502,259 | +60.6% | $98.0M | 8.5% | $73.6 |
| Q3 2023 | 828,778 | 321,222 | -27.9% | $38.1M | 4.5% | $46.0 |
| Q2 2023 | 1,150,000 | +75,000 | +7.0% | $48.5M | 5.4% | $42.2 |
| Q1 2023 | 1,075,000 | +161,379 | +17.7% | $28.0M | 4.3% | $26.1 |
| Q4 2022 | 913,621 | — | — | $27.2M | 4.1% | $29.8 |
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 NUVL position in 13F-HR filings?
Commodore Capital LP first reported NUVALENT INC (NUVL) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Commodore Capital LP's most recent quarter-over-quarter share-count change in NUVL?
Between Q4 2025 and Q1 2026, Commodore Capital LP added 283,600 shares of NUVL (+51.6%), bringing the total reported position to 833,600 shares at a market value of $85.4M.
Does the implied price-per-share represent Commodore Capital LP's cost basis in NUVL?
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.