Boxer Capital

Boxer Capital as of Sept. 30, 2024

Portfolio Holdings for Boxer Capital

Boxer Capital holds 68 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Revolution Medicines (RVMD) 9.5 $194M 4.3M 45.35
Tyra Biosciences (TYRA) 7.4 $152M 6.4M 23.51
Nuvalent Inc-a (NUVL) 5.6 $115M 1.1M 102.30
BeiGene Sponsored Adr (ONC) 5.5 $112M 500k 224.51
Cytokinetics Com New (CYTK) 5.4 $111M 2.1M 52.80
Springworks Therapeutics (SWTX) 5.4 $110M 3.4M 32.04
Merus N V (MRUS) 4.7 $95M 1.9M 49.96
Sarepta Therapeutics (SRPT) 4.0 $81M 650k 124.89
Avidity Biosciences Ord (RNA) 3.9 $79M 1.7M 45.93
Ideaya Biosciences (IDYA) 3.4 $70M 2.2M 31.68
Tango Therapeutics (TNGX) 3.1 $63M 8.2M 7.70
Argenx SE Sponsored Adr (ARGX) 2.7 $54M 100k 542.08
Apellis Pharmaceuticals (APLS) 2.4 $50M 1.7M 28.84
Akero Therapeutics (AKRO) 2.4 $48M 1.7M 28.69
Anaptysbio Inc Common (ANAB) 2.1 $44M 1.3M 33.50
Axsome Therapeutics (AXSM) 1.8 $36M 400k 89.87
Iteos Therapeutics 1.5 $30M 2.9M 10.21
Legend Biotech Corp Sponsored Ads (LEGN) 1.4 $29M 600k 48.73
Geron Corporation (GERN) 1.3 $27M 6.0M 4.54
Third Harmonic Bio (THRD) 1.3 $27M 2.0M 13.55
Rocket Pharmaceuticals (RCKT) 1.3 $27M 1.5M 18.47
Arcus Biosciences Incorporated (RCUS) 1.2 $25M 1.6M 15.29
Instil Bio Com New (TIL) 1.2 $24M 356k 67.32
Xenon Pharmaceuticals (XENE) 1.2 $24M 600k 39.37
Immunovant (IMVT) 1.2 $24M 825k 28.51
Kymera Therapeutics (KYMR) 1.0 $21M 450k 47.33
Spyre Therapeutics Com New (SYRE) 1.0 $21M 697k 29.41
Kura Oncology (KURA) 1.0 $20M 1.0M 19.54
Kalvista Pharmaceuticals (KALV) 0.9 $18M 1.6M 11.58
Nkarta (NKTX) 0.9 $18M 4.0M 4.52
Oric Pharmaceuticals (ORIC) 0.9 $18M 1.7M 10.25
Structure Therapeutics Sponsored Ads (GPCR) 0.9 $18M 400k 43.89
Fate Therapeutics (FATE) 0.9 $17M 5.0M 3.50
Enliven Therapeutics (ELVN) 0.8 $17M 671k 25.54
Replimune Group (REPL) 0.8 $17M 1.5M 10.96
Day One Biopharmaceuticals I (DAWN) 0.8 $17M 1.2M 13.93
Cullinan Oncology (CGEM) 0.7 $15M 908k 16.74
Arvinas Ord (ARVN) 0.7 $15M 609k 24.63
Eliem Therapeutics (CLYM) 0.7 $13M 2.6M 5.09
Relay Therapeutics (RLAY) 0.6 $13M 1.8M 7.08
Nurix Therapeutics (NRIX) 0.6 $13M 563k 22.47
Prothena Corp SHS (PRTA) 0.6 $12M 690k 16.73
Uniqure NV SHS (QURE) 0.5 $11M 2.2M 4.93
Apogee Therapeutics (APGE) 0.5 $11M 179k 58.74
Olema Pharmaceuticals (OLMA) 0.4 $7.8M 650k 11.94
Iovance Biotherapeutics (IOVA) 0.3 $7.0M 750k 9.39
Century Therapeutics (IPSC) 0.3 $6.7M 3.9M 1.71
Jasper Therapeutics Com New (JSPR) 0.3 $6.6M 350k 18.81
Sana Biotechnology (SANA) 0.3 $6.4M 1.5M 4.16
Terns Pharmaceuticals (TERN) 0.3 $6.3M 752k 8.34
Scholar Rock Hldg Corp (SRRK) 0.3 $6.0M 750k 8.01
Poseida Therapeutics I (PSTX) 0.3 $5.7M 2.0M 2.86
Summit Therapeutics (SMMT) 0.3 $5.5M 250k 21.90
Engene Holdings (ENGN) 0.2 $4.8M 728k 6.60
Prelude Therapeutics (PRLD) 0.2 $3.5M 1.7M 2.07
Bicara Therapeutics (BCAX) 0.2 $3.4M 135k 25.47
Mersana Therapeutics 0.2 $3.4M 1.8M 1.89
Boundless Bio (BOLD) 0.1 $2.5M 711k 3.47
Black Diamond Therapeutics (BDTX) 0.1 $2.2M 506k 4.35
Zentalis Pharmaceuticals (ZNTL) 0.1 $1.7M 450k 3.68
Protara Therapeutics Com Stk (TARA) 0.1 $1.5M 812k 1.83
Health Sciences Acq Corp 2 (OBIO) 0.1 $1.2M 238k 5.14
Zura Bio Class A Ord Shs (ZURA) 0.1 $1.2M 300k 4.06
Bioatla (BCAB) 0.1 $1.2M 686k 1.76
Milestone Pharmaceuticals (MIST) 0.0 $470k 309k 1.52
DBV Technologies S A Sponsored Adr 0.0 $175k 250k 0.70
Nuvation Bio *w Exp 07/07/202 (NUVB.WS) 0.0 $26k 267k 0.10
Surrozen *w Exp 08/01/203 (SRZNW) 0.0 $1.3k 67k 0.02