Boxer Capital

Boxer Capital as of Sept. 30, 2022

Portfolio Holdings for Boxer Capital

Boxer Capital holds 73 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Mirati Therapeutics 7.9 $140M 2.0M 69.84
Cytokinetics Com New (CYTK) 5.7 $102M 2.1M 48.45
Prometheus Biosciences 5.7 $101M 1.7M 59.01
Springworks Therapeutics (SWTX) 5.5 $98M 3.4M 28.53
Apellis Pharmaceuticals (APLS) 5.0 $89M 1.3M 68.30
Revolution Medicines (RVMD) 4.4 $79M 4.0M 19.72
Beigene Sponsored Adr (BGNE) 3.8 $67M 500k 134.82
Amylyx Pharmaceuticals (AMLX) 3.3 $59M 2.1M 28.15
Tyra Biosciences (TYRA) 3.2 $57M 6.4M 8.79
Relay Therapeutics (RLAY) 2.7 $49M 2.2M 22.37
Sage Therapeutics (SAGE) 2.4 $43M 1.1M 39.16
Gossamer Bio (GOSS) 2.4 $43M 3.6M 11.98
Iteos Therapeutics (ITOS) 2.3 $41M 2.2M 19.05
Merus N V (MRUS) 2.1 $38M 1.9M 20.03
Pmv Pharmaceuticals (PMVP) 2.1 $38M 3.2M 11.90
Arcus Biosciences Incorporated (RCUS) 2.1 $38M 1.4M 26.16
Bellus Health Com New 1.9 $34M 3.2M 10.56
Anaptysbio Inc Common (ANAB) 1.9 $33M 1.3M 25.51
Ideaya Biosciences (IDYA) 1.8 $33M 2.2M 14.92
Reata Pharmaceuticals Cl A 1.8 $31M 1.2M 25.13
Ventyx Biosciences (VTYX) 1.7 $30M 850k 34.91
Female Health (VERU) 1.6 $29M 2.5M 11.52
Akero Therapeutics (AKRO) 1.6 $28M 832k 34.05
Tango Therapeutics (TNGX) 1.4 $25M 6.9M 3.62
Amicus Therapeutics (FOLD) 1.4 $24M 2.3M 10.44
Day One Biopharmaceuticals I (DAWN) 1.3 $24M 1.2M 20.03
Nuvalent Inc-a (NUVL) 1.3 $24M 1.2M 19.44
Rocket Pharmaceuticals (RCKT) 1.3 $23M 1.5M 15.96
Sarepta Therapeutics (SRPT) 1.2 $22M 200k 110.54
Xenon Pharmaceuticals (XENE) 1.2 $22M 600k 36.10
ACADIA Pharmaceuticals (ACAD) 1.2 $21M 1.3M 16.36
Exelixis (EXEL) 1.1 $20M 1.3M 15.68
Point Biopharma Global 1.1 $19M 2.5M 7.73
Iovance Biotherapeutics (IOVA) 1.0 $19M 1.9M 9.58
Avidity Biosciences Ord (RNA) 1.0 $18M 1.1M 16.33
Kinnate Biopharma (KNTE) 1.0 $18M 1.5M 11.95
Prothena Corp SHS (PRTA) 1.0 $18M 300k 60.63
Blueprint Medicines (BPMC) 1.0 $18M 275k 65.89
Nurix Therapeutics (NRIX) 0.9 $16M 1.2M 13.03
Cullinan Oncology (CGEM) 0.8 $14M 1.1M 12.82
Third Harmonic Bio (THRD) 0.6 $11M 570k 18.97
89bio (ETNB) 0.5 $8.1M 1.4M 5.79
Fate Therapeutics (FATE) 0.4 $7.8M 350k 22.41
Ascendis Pharma A/s Sponsored Adr (ASND) 0.4 $7.2M 70k 103.26
2seventy Bio Common Stock (TSVT) 0.4 $6.7M 460k 14.55
Ngm Biopharmaceuticals (NGM) 0.4 $6.5M 500k 13.08
Milestone Pharmaceuticals (MIST) 0.4 $6.4M 699k 9.19
Altimmune Com New (ALT) 0.4 $6.4M 500k 12.77
Cogent Biosciences (COGT) 0.4 $6.3M 425k 14.92
Rain Therapeutics 0.3 $5.7M 1.2M 4.88
Selecta Biosciences (RNAC) 0.3 $5.4M 3.3M 1.64
Bioatla (BCAB) 0.3 $5.3M 686k 7.70
Theseus Pharmaceuticals 0.3 $5.2M 892k 5.80
Centessa Pharmaceuticals Sponsored Ads (CNTA) 0.3 $5.0M 1.3M 4.02
Bcls Acquisition Corp Com Cl A 0.3 $5.0M 500k 10.02
Eqrx 0.3 $5.0M 1.0M 4.95
Panacea Acquisition Corp Ii Cl A Shs 0.3 $4.9M 500k 9.80
Health Sciences Acq Corp 2 Ord Shs 0.2 $4.0M 400k 9.90
Dbv Technologies S A Sponsored Adr (DBVT) 0.2 $3.8M 2.1M 1.77
Atreca Cl A Com (BCEL) 0.2 $3.5M 2.2M 1.57
Black Diamond Therapeutics (BDTX) 0.2 $3.4M 2.0M 1.69
Oric Pharmaceuticals (ORIC) 0.2 $3.4M 1.1M 3.20
ZIOPHARM Oncology 0.1 $2.6M 1.5M 1.72
Gemini Therapeutics 0.1 $2.1M 1.3M 1.64
Omega Alpha Spac Cl A 0.1 $2.0M 200k 9.93
Mereo Biopharma Group Spon Ads (MREO) 0.1 $1.9M 2.3M 0.86
Mei Pharma Com New 0.1 $1.1M 2.9M 0.39
Protara Therapeutics Com Stk (TARA) 0.0 $619k 209k 2.96
Codiak Biosciences 0.0 $382k 488k 0.78
Cabaletta Bio (CABA) 0.0 $351k 540k 0.65
Bellicum Pharmaceuticals Com New 0.0 $68k 57k 1.19
Nuvation Bio *w Exp 07/07/202 (NUVB.WS) 0.0 $45k 267k 0.17
Surrozen *w Exp 08/01/203 (SRZNW) 0.0 $11k 67k 0.17