Boxer Capital Management as of Dec. 31, 2024
Portfolio Holdings for Boxer Capital Management
Boxer Capital Management holds 60 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 15.9 | $187M | 4.3M | 43.74 | |
| Springworks Therapeutics (SWTX) | 10.5 | $124M | 3.4M | 36.13 | |
| Nuvalent Inc-a (NUVL) | 7.5 | $88M | 1.1M | 78.28 | |
| Merus N V (MRUS) | 6.8 | $80M | 1.9M | 42.05 | |
| Avidity Biosciences Ord (RNA) | 4.3 | $50M | 1.7M | 29.08 | |
| Apellis Pharmaceuticals (APLS) | 3.9 | $46M | 1.4M | 31.91 | |
| Axsome Therapeutics (AXSM) | 3.4 | $40M | 470k | 84.61 | |
| Scholar Rock Hldg Corp (SRRK) | 2.8 | $32M | 750k | 43.22 | |
| Tango Therapeutics (TNGX) | 2.7 | $32M | 10M | 3.09 | |
| Tyra Biosciences (TYRA) | 2.4 | $28M | 2.0M | 13.90 | |
| Arcus Biosciences Incorporated (RCUS) | 2.0 | $24M | 1.6M | 14.89 | |
| Xenon Pharmaceuticals (XENE) | 2.0 | $24M | 600k | 39.20 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 1.9 | $23M | 700k | 32.54 | |
| Replimune Group (REPL) | 1.9 | $22M | 1.8M | 12.11 | |
| Geron Corporation (GERN) | 1.8 | $21M | 6.0M | 3.54 | |
| Third Harmonic Bio (THRD) | 1.8 | $21M | 2.0M | 10.29 | |
| Immunovant (IMVT) | 1.7 | $20M | 825k | 24.77 | |
| Arvinas Ord (ARVN) | 1.7 | $20M | 1.1M | 19.17 | |
| Poseida Therapeutics I (PSTX) | 1.6 | $19M | 2.0M | 9.60 | |
| Rocket Pharmaceuticals (RCKT) | 1.6 | $18M | 1.5M | 12.57 | |
| Anaptysbio Inc Common (ANAB) | 1.5 | $17M | 1.3M | 13.24 | |
| Kymera Therapeutics (KYMR) | 1.5 | $17M | 425k | 40.23 | |
| Enliven Therapeutics (ELVN) | 1.3 | $15M | 671k | 22.50 | |
| Day One Biopharmaceuticals I (DAWN) | 1.3 | $15M | 1.2M | 12.67 | |
| Oric Pharmaceuticals (ORIC) | 1.2 | $14M | 1.7M | 8.07 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.2 | $14M | 500k | 27.12 | |
| Kalvista Pharmaceuticals (KALV) | 1.1 | $14M | 1.6M | 8.47 | |
| Uniqure NV SHS (QURE) | 1.1 | $13M | 750k | 17.66 | |
| Cullinan Oncology (CGEM) | 0.9 | $11M | 908k | 12.18 | |
| Spyre Therapeutics Com New (SYRE) | 0.9 | $11M | 467k | 23.28 | |
| Nurix Therapeutics (NRIX) | 0.9 | $11M | 563k | 18.84 | |
| Kodiak Sciences (KOD) | 0.8 | $10M | 1.0M | 9.95 | |
| Prothena Corp SHS (PRTA) | 0.8 | $9.6M | 690k | 13.85 | |
| Jasper Therapeutics Com New (JSPR) | 0.6 | $7.5M | 350k | 21.38 | |
| Iteos Therapeutics | 0.6 | $7.3M | 947k | 7.68 | |
| Chimerix (CMRX) | 0.6 | $7.2M | 2.1M | 3.48 | |
| Instil Bio Com New (TIL) | 0.6 | $6.8M | 356k | 19.09 | |
| Amylyx Pharmaceuticals (AMLX) | 0.6 | $6.6M | 1.8M | 3.78 | |
| Iovance Biotherapeutics (IOVA) | 0.5 | $5.6M | 750k | 7.40 | |
| Eliem Therapeutics (CLYM) | 0.4 | $4.7M | 2.6M | 1.80 | |
| Summit Therapeutics (SMMT) | 0.4 | $4.5M | 250k | 17.84 | |
| Terns Pharmaceuticals (TERN) | 0.4 | $4.2M | 752k | 5.54 | |
| Keros Therapeutics (KROS) | 0.3 | $4.0M | 250k | 15.83 | |
| Apogee Therapeutics (APGE) | 0.3 | $3.9M | 86k | 45.30 | |
| Olema Pharmaceuticals (OLMA) | 0.3 | $3.8M | 650k | 5.83 | |
| Mersana Therapeutics | 0.3 | $3.8M | 2.6M | 1.43 | |
| Sana Biotechnology (SANA) | 0.2 | $2.5M | 1.5M | 1.63 | |
| Bicara Therapeutics (BCAX) | 0.2 | $2.4M | 135k | 17.42 | |
| Relay Therapeutics (RLAY) | 0.2 | $2.2M | 536k | 4.12 | |
| Prelude Therapeutics (PRLD) | 0.2 | $2.2M | 1.7M | 1.27 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.1 | $1.4M | 450k | 3.03 | |
| Black Diamond Therapeutics (BDTX) | 0.1 | $1.1M | 506k | 2.14 | |
| Health Sciences Acq Corp 2 (OBIO) | 0.1 | $953k | 238k | 4.00 | |
| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $750k | 300k | 2.50 | |
| Milestone Pharmaceuticals (MIST) | 0.1 | $729k | 309k | 2.36 | |
| Boundless Bio (BOLD) | 0.1 | $725k | 250k | 2.90 | |
| Bioatla (BCAB) | 0.0 | $406k | 686k | 0.59 | |
| DBV Technologies S A Sponsored Ads (DBVT) | 0.0 | $155k | 50k | 3.09 | |
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $61k | 267k | 0.23 | |
| Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $1.7k | 67k | 0.02 |
