Commodore Capital’s Definium Therapeutics DFTX Stock Holding History

Commodore Capital’s Portfolio DFTX Stock Details DFTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.8M	Hold	2,000,000	–	–	2.19%	16
2025 Q4	$26.8M	Sell	2,000,000 -1,225,000	-38%	-$15.2M	1.78%	23
2025 Q3	$38M	Sell	3,225,000 -1,775,000	-36%	-$16.6M	1.86%	20
2025 Q2	$32.5M	Buy	5,000,000 +475,000	+10%	+$3.12M	2.29%	18
2025 Q1	$26.5M	Buy	4,525,000 +216,575	+5%	+$1.55M	1.95%	18
2024 Q4	$30M	Sell	4,308,425 -3,691,575	-46%	-$25.4M	2.2%	16
2024 Q3	$45.5M	Buy	8,000,000 +854,112	+12%	+$5.94M	2.84%	13
2024 Q2	$51.5M	Buy	7,145,888 +1,312,555	+23%	+$11.5M	3.52%	10
2024 Q1	$54.8M	Buy	+5,833,333	New	+$33.3M	3.67%	8

Other funds holding DFTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OCA

Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $437M AUM

Commodore Capital's DFTX Position: Q1 2026 in Review

Commodore Capital held its Definium Therapeutics (DFTX) position steady in Q1 2026 at 2,000,000 shares worth $37.8M. The position accounts for 2.19% of the portfolio, ranked #16.

Commodore Capital first reported a position in DFTX in Q1 2024 and has held it in 9 quarters since. The position peaked at $54.8M in Q1 2024. 247 funds tracked by Wall St. Rank hold DFTX as of Q1 2026.

Commodore Capital held 2,000,000 shares of Definium Therapeutics worth $37.8M as of Q1 2026.
Commodore Capital left its Definium Therapeutics share count unchanged in Q1 2026.
Definium Therapeutics made up 2.19% of Commodore Capital's portfolio in Q1 2026, its #16 holding.
Commodore Capital first reported a position in Definium Therapeutics in Q1 2024 and has held it in 9 quarters since.
Commodore Capital's Definium Therapeutics position peaked at $54.8M in Q1 2024.
247 funds tracked by Wall St. Rank held Definium Therapeutics as of Q1 2026.

Based on Commodore Capital's 13F filing for Q1 2026, filed 15 May 2026.