Boxer Capital

Boxer Capital as of Sept. 30, 2020

Portfolio Holdings for Boxer Capital

Boxer Capital holds 75 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Immunomedics 13.2 $383M 4.5M 85.03
Beigene Sponsored Adr (BGNE) 11.0 $319M 1.1M 286.44
Mirati Therapeutics 10.1 $293M 1.8M 166.05
Revolution Medicines (RVMD) 4.0 $115M 3.3M 34.80
Iteos Therapeutics (ITOS) 3.7 $107M 4.3M 24.67
Springworks Therapeutics (SWTX) 3.4 $99M 2.1M 47.67
Pmv Pharmaceuticals (PMVP) 2.8 $81M 2.3M 35.50
Seattle Genetics 2.7 $78M 400k 195.69
Odonate Therapeutics Ord 2.4 $70M 5.2M 13.43
Sage Therapeutics (SAGE) 2.3 $67M 1.1M 61.12
Black Diamond Therapeutics (BDTX) 2.1 $61M 2.0M 30.23
Allakos (ALLK) 1.9 $55M 675k 81.45
Relay Therapeutics (RLAY) 1.8 $53M 1.3M 42.59
Intercept Pharmaceuticals In 1.7 $49M 1.2M 41.46
Nurix Therapeutics (NRIX) 1.6 $47M 1.4M 34.91
Argenx Se Sponsored Adr (ARGX) 1.6 $45M 171k 262.52
Compugen Ord (CGEN) 1.3 $39M 2.4M 16.25
Esperion Therapeutics (ESPR) 1.3 $36M 975k 37.17
Arcus Biosciences Incorporated (RCUS) 1.2 $36M 2.1M 17.14
Syndax Pharmaceuticals (SNDX) 1.2 $34M 2.3M 14.76
Rocket Pharmaceuticals (RCKT) 1.2 $34M 1.5M 22.86
Amicus Therapeutics (FOLD) 1.1 $33M 2.3M 14.12
Kura Oncology (KURA) 1.1 $32M 1.1M 30.64
Gossamer Bio (GOSS) 1.1 $32M 2.6M 12.41
Avidity Biosciences Ord (RNA) 1.1 $32M 1.1M 28.15
Marinus Pharmaceuticals Com New (MRNS) 1.1 $31M 2.4M 12.85
Atreca Cl A Com (BCEL) 1.1 $31M 2.2M 13.97
Amarin Corp Spons Adr New (AMRN) 1.0 $30M 7.0M 4.21
Cymabay Therapeutics 1.0 $29M 4.0M 7.24
Uniqure Nv SHS (QURE) 1.0 $28M 765k 36.83
Ideaya Biosciences (IDYA) 1.0 $28M 2.2M 12.56
Akero Therapeutics (AKRO) 0.9 $26M 832k 30.79
Passage Bio (PASG) 0.9 $25M 1.9M 13.11
Kadmon Hldgs 0.8 $24M 6.2M 3.92
Pandion Therapeutics 0.8 $24M 2.1M 11.46
Therapeutics Acquisition Cor Com Cl A 0.7 $22M 1.5M 14.38
Anaptysbio Inc Common (ANAB) 0.7 $19M 1.3M 14.75
BioMarin Pharmaceutical (BMRN) 0.7 $19M 250k 76.08
Neoleukin Therapeutics 0.6 $18M 1.5M 12.00
Cabaletta Bio (CABA) 0.6 $17M 1.6M 10.84
Kodiak Sciences (KOD) 0.6 $16M 275k 59.21
Agenus Com New (AGEN) 0.6 $16M 4.0M 4.00
ACADIA Pharmaceuticals (ACAD) 0.5 $15M 370k 41.25
Direxion Shs Etf Tr Daily S&p Biotec (LABD) 0.5 $15M 250k 59.68
Celldex Therapeutics Com New (CLDX) 0.5 $15M 1.0M 14.83
Global Blood Therapeutics In 0.5 $14M 250k 55.14
Spectrum Pharmaceuticals 0.5 $14M 3.3M 4.08
Dbv Technologies S A Sponsored Adr (DBVT) 0.5 $13M 7.5M 1.73
Milestone Pharmaceuticals (MIST) 0.4 $13M 1.8M 7.32
Prevail Therapeutics Ord 0.4 $11M 1.1M 10.18
Relmada Therapeutics (RLMD) 0.4 $11M 300k 37.62
Poseida Therapeutics I (PSTX) 0.4 $11M 1.3M 8.87
Mereo Biopharma Group Ads (MREO) 0.4 $11M 4.0M 2.62
Mei Pharma Com New 0.3 $9.1M 2.9M 3.12
Panacea Acquisition Corp Cl A 0.3 $9.0M 800k 11.20
Matinas Biopharma Holdings, In (MTNB) 0.3 $8.8M 12M 0.77
Selecta Biosciences (RNAC) 0.3 $8.1M 3.3M 2.48
Fs Dev Corp Com Cl A 0.3 $7.8M 700k 11.20
Zymeworks 0.3 $7.7M 165k 46.58
Arvinas Ord (ARVN) 0.2 $7.1M 300k 23.61
Bellus Health Com New 0.2 $6.8M 3.0M 2.27
Xenon Pharmaceuticals (XENE) 0.2 $6.6M 600k 11.07
Arya Sciences Acquisition Com Cl A 0.2 $6.3M 600k 10.45
Mirum Pharmaceuticals (MIRM) 0.2 $6.1M 317k 19.27
Fulcrum Therapeutics (FULC) 0.2 $5.6M 706k 7.93
Kiniksa Pharmaceuticals Com Cl A (KNSA) 0.2 $4.5M 291k 15.32
Health Sciences Acq Corp 2 Ord Shs 0.2 $4.4M 400k 11.00
Lifesci Acquisition Corp Unit 03/31/2025 0.1 $4.1M 300k 13.60
Aeglea Biotherapeutics 0.1 $3.9M 550k 7.09
La Jolla Pharmaceutical Com Par $.0001 2 0.1 $3.6M 891k 4.03
Protara Therapeutics Com Stk (TARA) 0.1 $3.5M 209k 16.83
Solid Biosciences 0.1 $3.1M 1.5M 2.03
Genocea Biosciences Com New (GNCAQ) 0.1 $2.6M 1.1M 2.29
Cellectar Biosciences Com Par 0.0 $1.1M 920k 1.24
Zogenix Com New 0.0 $489k 27k 17.91