Boxer Capital, LLC
Reported holdings as of Q3 2024, from 24 quarterly filings.
This filer last reported in Q3 2024; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | $194.1M | 4,279,464 | +0.78pp | 19q | HELD | |
| TYRA BIOSCIENCES INC | TYRA | $151.6M | 6,448,359 | +2.01pp | 13q | HELD | |
| NUVALENT INC | NUVL | $114.6M | 1,120,192 | +1.15pp | 13q | HELD | |
| BEONE MEDICINES LTD | ONC | $112.3M | 500,000 | +1.75pp | 24q | HELD | |
| CYTOKINETICS INC | CYTK | $110.9M | 2,100,000 | -0.55pp | 16q | HELD | |
| SPRINGWORKS THERAPEUTICS INC | SWTX | $109.6M | 3,421,541 | -1.41pp | 21q | HELD | |
| MERUS N V | MRUS | $94.9M | 1,900,000 | -1.26pp | 16q | HELD | |
| SAREPTA THERAPEUTICS INC | SRPT | $81.2M | 650,000 | -1.42pp | 7q | HELD | |
| AVIDITY BIOSCIENCES INC | RNAM | $79.3M | 1,727,388 | +0.18pp | 18q | HELD | |
| IDEAYA BIOSCIENCES INC | IDYA | $69.8M | 2,202,812 | -0.65pp | 22q | HELD | |
| TANGO THERAPEUTICS INC | TNGX | $63.1M | 8,198,642 | -0.61pp | 13q | HELD | |
| ARGENX SE | ARGX | $54.2M | 100,000 | +0.40pp | 6q | HELD | |
| APELLIS PHARMACEUTICALS INC | APLS | $49.8M | 1,726,000 | -1.04pp | 11q | HELD | |
| AKERO THERAPEUTICS INC | AKRO | $48.1M | 1,676,733 | +0.29pp | 22q | HELD | |
| ANAPTYSBIO INC | ANAB | $43.5M | 1,300,000 | +0.42pp | 20q | HELD | |
| AXSOME THERAPEUTICS INC | AXSM | $35.9M | 400,000 | +0.07pp | 8q | HELD | |
| ITEOS THERAPEUTICS INC | ITOS | $30.1M | 2,946,915 | -0.83pp | 17q | HELD | |
| LEGEND BIOTECH CORP | LEGN | $29.2M | 600,000 | +0.04pp | 6q | HELD | |
| GERON CORP | GERN | $27.2M | 6,000,000 | flat | 6q | HELD | |
| THIRD HARMONIC BIO INC | THRD | $27.1M | 2,000,000 | -0.04pp | 9q | HELD | |
| ROCKET PHARMACEUTICALS INC | RCKT | $27.1M | 1,466,051 | -0.33pp | 24q | HELD | |
| ARCUS BIOSCIENCES INC | RCUS | $24.5M | 1,602,200 | -0.08pp | 21q | HELD | |
| INSTIL BIO INC | TIL | $23.9M | 355,500 | - | new | NEW | |
| XENON PHARMACEUTICALS INC | XENE | $23.6M | 600,000 | -0.07pp | 14q | HELD | |
| IMMUNOVANT INC | IMVT | $23.5M | 825,000 | +0.01pp | 5q | HELD | |
| KYMERA THERAPEUTICS INC | KYMR | $21.3M | 450,000 | - | new | NEW | |
| SPYRE THERAPEUTICS INC | SYRE | $20.5M | 696,480 | +0.14pp | 4q | HELD | |
| KURA ONCOLOGY INC | KURA | $19.5M | 1,000,000 | -0.13pp | 3q | HELD | |
| KALVISTA PHARMACEUTICALS INC | KALV | $18.4M | 1,590,000 | -0.08pp | 7q | HELD | |
| NKARTA INC | NKTX | $18.2M | 4,029,606 | -0.85pp | 4q | -28.1%-$7.1M | |
| ORIC PHARMACEUTICALS INC | ORIC | $17.8M | 1,732,571 | +0.23pp | 16q | HELD | |
| STRUCTURE THERAPEUTICS INC | GPCR | $17.6M | 400,000 | +0.03pp | 4q | HELD | |
| FATE THERAPEUTICS INC | FATE | $17.4M | 4,960,910 | -0.57pp | 12q | -39.6%-$11.4M | |
| ENLIVEN THERAPEUTICS INC | ELVN | $17.1M | 671,358 | +0.02pp | 7q | HELD | |
| REPLIMUNE GROUP INC | REPL | $16.8M | 1,536,341 | +0.10pp | 2q | HELD | |
| DAY ONE BIOPHARMACEUTICALS I | DAWN | $16.6M | 1,189,943 | -0.05pp | 14q | HELD | |
| CULLINAN THERAPEUTICS INC | CGEM | $15.2M | 907,895 | +0.14pp | 2q | +38.0%+$4.2M | |
| ARVINAS INC | ARVN | $15.0M | 608,614 | -0.12pp | 4q | HELD | |
| CLIMB BIO INC | CLYM | $13.3M | 2,603,190 | -0.32pp | 2q | HELD | |
| RELAY THERAPEUTICS INC | RLAY | $12.9M | 1,819,132 | +0.01pp | 17q | HELD | |
| NURIX THERAPEUTICS INC | NRIX | $12.7M | 563,067 | - | new | NEW | |
| PROTHENA CORP PLC | PRTA | $11.5M | 690,000 | -0.18pp | 13q | HELD | |
| UNIQURE NV | QURE | $11.0M | 2,225,000 | - | new | NEW | |
| APOGEE THERAPEUTICS INC | APGE | $10.5M | 179,000 | - | new | NEW | |
| OLEMA PHARMACEUTICALS INC | OLMA | $7.8M | 650,000 | +0.01pp | 2q | HELD | |
| IOVANCE BIOTHERAPEUTICS INC | IOVA | $7.0M | 750,000 | +0.03pp | 13q | HELD | |
| CENTURY THERAPEUTICS INC | IPSC | $6.7M | 3,900,000 | -0.33pp | 3q | -20.4%-$1.7M | |
| JASPER THERAPEUTICS INC | JSPR | $6.6M | 350,000 | -0.10pp | 3q | HELD | |
| SANA BIOTECHNOLOGY INC | SANA | $6.4M | 1,545,000 | -0.13pp | 3q | HELD | |
| TERNS PHARMACEUTICALS INC | TERN | $6.3M | 752,000 | - | new | NEW | |
| SCHOLAR ROCK HLDG CORP | SRRK | $6.0M | 750,000 | - | new | NEW | |
| POSEIDA THERAPEUTICS INC | PSTX | $5.7M | 2,000,000 | -0.41pp | 3q | -55.3%-$7.1M | |
| SUMMIT THERAPEUTICS INC | SMMT | $5.5M | 250,000 | - | new | NEW | |
| ENGENE HOLDINGS INC | ENGN | $4.8M | 727,900 | -0.13pp | 3q | HELD | |
| PRELUDE THERAPEUTICS INC | PRLD | $3.5M | 1,708,187 | -0.34pp | 7q | -33.5%-$1.8M | |
| BICARA THERAPEUTICS INC | BCAX | $3.4M | 135,000 | - | new | NEW | |
| MERSANA THERAPEUTICS INC COM | MRSN | $3.4M | 1,817,000 | - | new | NEW | |
| BOUNDLESS BIO INC | BOLD | $2.5M | 711,329 | -0.02pp | 3q | HELD | |
| BLACK DIAMOND THERAPEUTICS I | BDTX | $2.2M | 506,000 | -0.02pp | 19q | HELD | |
| ZENTALIS PHARMACEUTICALS INC | ZNTL | $1.7M | 450,000 | -0.02pp | 6q | HELD | |
| PROTARA THERAPEUTICS INC | TARA | $1.5M | 811,627 | -0.02pp | 17q | HELD | |
| ORCHESTRA BIOMED HLDGS INC | OBIO | $1.2M | 238,193 | -0.04pp | 7q | HELD | |
| ZURA BIO LTD | ZURA | $1.2M | 300,000 | - | new | NEW | |
| BIOATLA INC | BCAB | $1.2M | 686,347 | +0.01pp | 16q | HELD | |
| MILESTONE PHARMACEUTICALS IN | MIST | $469.7K | 309,007 | flat | 22q | HELD | |
| DBV TECHNOLOGIES S A | DBVT | $175.0K | 250,000 | - | new | NEW | |
| NUVATION BIO INC | NUVBWS | $26.1K | 266,666 | flat | 15q | HELD | |
| SURROZEN INC | SRZNW | $1.3K | 66,666 | flat | 11q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $1.4B | 70.3% |
| Other sectors | $1.2M | 0.1% |
| Not classified | $604.0M | 29.6% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | $2.0B | 68 | 12 | 1 | 5 | 5 | 54.9% | 45 |
| Q2 2024 | $1.9B | 61 | 4 | 4 | 2 | 2 | 54.3% | 45 |
| Q1 2024 | $2.0B | 59 | 13 | 7 | 4 | 6 | 53.8% | 45 |
| Q4 2023 | $2.0B | 52 | 4 | 7 | 4 | 25 | 57.1% | 45 |
| Q3 2023 | $1.9B | 73 | 5 | 6 | 10 | 11 | 47.5% | 45 |
| Q2 2023 | $2.2M | 79 | 9 | 5 | 5 | 5 | 46.0% | 45 |
| Q1 2023 | $2.0M | 75 | 8 | 4 | 2 | 4 | 52.8% | 45 |
| Q4 2022 | $1.9B | 71 | 6 | 7 | 9 | 8 | 50.0% | 45 |
| Q3 2022 | $1.8B | 73 | 6 | 3 | 8 | 9 | 47.2% | 45 |
| Q2 2022 | $1.6B | 76 | 5 | 1 | 2 | 3 | 42.1% | 46 |
| Q1 2022 | $1.9B | 74 | 8 | 5 | 2 | 5 | 47.9% | 46 |
| Q4 2021 | $2.6B | 71 | 7 | 6 | 12 | 24 | 55.8% | 45 |
| Q3 2021 | $2.9B | 88 | 13 | 2 | 2 | 20 | 48.6% | 46 |
| Q2 2021 | $2.8B | 95 | 13 | 2 | 0 | 3 | 46.0% | 47 |
| Q1 2021 | $2.9B | 85 | 16 | 5 | 2 | 9 | 48.3% | 47 |
| Q4 2020 | $3.1B | 78 | 17 | 7 | 4 | 14 | 51.6% | 47 |
| Q3 2020 | $2.9B | 75 | 17 | 13 | 1 | 7 | 55.7% | 48 |
| Q2 2020 | $2.3B | 65 | 7 | 11 | 6 | 4 | 52.3% | 45 |
| Q1 2020 | $1.5B | 62 | 19 | 8 | 4 | 8 | 53.5% | 45 |
| Q4 2019 | $1.8B | 51 | 13 | 10 | 5 | 11 | 60.6% | 45 |
| Q3 2019 | $1.4B | 49 | 13 | 11 | 1 | 1 | 59.8% | 45 |
| Q2 2019 | $1.2B | 37 | 15 | 4 | 2 | 1 | 67.7% | 45 |
| Q1 2019 | $864.7M | 23 | 3 | 4 | 9 | 4 | 75.1% | 45 |
| Q4 2018 | $809.4M | 24 | 0 | 0 | 0 | 0 | 80.4% | 45 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.