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CIK: 0001465837
Total reported value
—
$1.9B
61 檔
32.9%
As reported in its official Q2 2024 Form 13F filing, Boxer Capital, LLC's tracked investment portfolio stood at $1.9B with 61 total positions.
In Q2 2024, Boxer Capital, LLC displayed an active expansion posture, initiating 4 new positions and adding to 3 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RVMD, SWTXUSD, CYTK) accounted for 32.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 8.75% | -9.52% | EXIT | |
| 2 | SWTXUSD | Springworks Therapeutics Inc | Stock-Other | 6.79% | -5.38% | EXIT | |
| 3 | CYTK | Cytokinetics Inc | Stock-Healthcare | 5.99% | -5.44% | EXIT | |
| 4 | ✓ | Merus N V | Stock-Other | 5.92% | -4.66% | EXIT | |
| 5 | TYRA | Tyra Biosciences Inc | Stock-Other | 5.43% | -7.44% | EXIT | |
| 6 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 5.41% | -3.98% | EXIT | |
| 7 | NUVL | Nuvalent Inc-a | Stock-Other | 4.48% | -5.62% | EXIT | |
| 8 | IDYA | Ideaya Biosciences Inc | Stock-Other | 4.07% | -3.42% | EXIT | |
| 9 | ONC | Beone Medicines Ltd-adr | Stock-Other | 3.76% | -5.51% | EXIT | |
| 10 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 3.72% | -3.89% | EXIT | |
| 11 | TNGX | Tango Therapeutics Inc | Stock-Other | 3.70% | -3.10% | EXIT | |
| 12 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 3.49% | -2.44% | EXIT | |
| 13 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 2.30% | -1.48% | EXIT | |
| 14 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.26% | -2.66% | EXIT | |
| 15 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.07% | -2.36% | EXIT | |
| 16 | NKTX | Nkarta Inc | Stock-Other | 1.75% | -0.89% | EXIT | |
| 17 | ANAB | Anaptysbio Inc | Stock-Other | 1.72% | -2.14% | EXIT | |
| 18 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.70% | -1.76% | EXIT | |
| 19 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.66% | -1.33% | EXIT | |
| 20 | FATE | Fate Therapeutics Inc | Stock-Other | 1.42% | -0.85% | EXIT | |
| 21 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.40% | -1.43% | EXIT | |
| 22 | ✓ | Third Harmonic Bio Inc | Stock-Other | 1.37% | -1.33% | EXIT | |
| 23 | GERN | Geron CORP | Stock-Other | 1.34% | -1.34% | EXIT | |
| 24 | RCUS | Arcus Biosciences Inc | Stock-Other | 1.29% | -1.20% | EXIT | |
| 25 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.23% | -1.16% | EXIT | |
| 26 | IMVT | Immunovant Inc | Stock-Other | 1.15% | -1.15% | EXIT | |
| 27 | KURA | Kura Oncology Inc | Stock-Other | 1.08% | -0.96% | EXIT | |
| 28 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 0.99% | -0.90% | EXIT | |
| 29 | CLYM | Climb Bio Inc | Stock-Other | 0.97% | -0.65% | EXIT | |
| 30 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 0.86% | -0.81% | EXIT | |
| 31 | SYRE | Spyre Therapeutics Inc | Stock-Other | 0.86% | -1.01% | EXIT | |
| 32 | ARVN | Arvinas Inc | Stock-Other | 0.85% | -0.74% | EXIT | |
| 33 | GPCR | Structure Therapeutics Inc | Stock-Other | 0.83% | -0.86% | EXIT | |
| 34 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.83% | -0.84% | EXIT | |
| 35 | PRTA | Prothena Corporation plc | Stock-Other | 0.75% | -0.57% | EXIT | |
| 36 | REPL | Replimune Group Inc | Stock-Other | 0.73% | -0.83% | EXIT | |
| 37 | PSTXUSD | Poseida Therapeutics Inc | Stock-Other | 0.69% | — | — | |
| 38 | IPSC | Century Therapeutics Inc | Stock-Other | 0.66% | -0.33% | EXIT | |
| 39 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 0.65% | -0.87% | EXIT | |
| 40 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.62% | -0.63% | EXIT | |
| 41 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.60% | -0.75% | EXIT | |
| 42 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.52% | — | — | |
| 43 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.47% | — | — | |
| 44 | SANA | Sana Biotechnology Inc | Stock-Other | 0.44% | -0.32% | EXIT | |
| 45 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.42% | -0.32% | EXIT | |
| 46 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 0.37% | -0.38% | EXIT | |
| 47 | ✓ | Engene Holdings Inc | Stock-Other | 0.36% | — | — | |
| 48 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 0.32% | -0.35% | EXIT | |
| 49 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.15% | — | — | |
| 50 | BOLD | Boundless Bio Inc | Stock-Other | 0.14% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +1.9% | — | Unchanged |
| 2 | ✓ | Merus N V | +1.7% | — | Unchanged |
| 3 | RNAGBP | Avidity Biosciences Inc | +1.5% | — | Unchanged |
| 4 | SRPT | Sarepta Therapeutics Inc | +1.3% | — | Unchanged |
| 5 | 2662247D | Iteos Therapeutics Inc | +1.1% | +63.35% | Add |
| 6 | CLYM | Climb Bio Inc | +1% | NEW | New buy |
| 7 | REPL | Replimune Group Inc | +0.7% | NEW | New buy |
| 8 | CGEM | Cullinan Therapeutics Inc | +0.6% | NEW | New buy |
| 9 | TNGX | Tango Therapeutics Inc | +0.5% | — | Unchanged |
| 10 | ✓ | Third Harmonic Bio Inc | +0.4% | — | Unchanged |
| 11 | SYRE | Spyre Therapeutics Inc | +0.4% | +178.59% | Add |
| 12 | OLMA | Olema Pharmaceuticals Inc | +0.4% | NEW | New buy |
| 13 | GERN | Geron CORP | +0.4% | — | Unchanged |
| 14 | ARGX | Argenx Se - Adr | +0.3% | — | Unchanged |
| 15 | IPSC | Century Therapeutics Inc | +0.3% | +180.09% | Add |
| 16 | ANAB | Anaptysbio Inc | +0.3% | — | Unchanged |
| 17 | ELVN | Enliven Therapeutics Inc | +0.3% | — | Unchanged |
| 18 | TYRA | Tyra Biosciences Inc | +0.2% | — | Unchanged |
| 19 | AKRO | Akero Therapeutics Inc | 0% | — | Unchanged |
| 20 | GPCR | Structure Therapeutics Inc | 0% | — | Unchanged |
| 21 | XENE | Xenon Pharmaceuticals Inc | -0.1% | — | Unchanged |
| 22 | ATRAGBX | Atara Biotherapeutics Inc | -0.1% | -96.00% | Trim |
| 23 | BCABGBP | Bioatla Inc | -0.1% | — | Unchanged |
| 24 | PRLD | Prelude Therapeutics Inc | -0.1% | — | Unchanged |
| 25 | PRTA | Prothena Corporation plc | -0.1% | — | Unchanged |
| 26 | JSPR | Jasper Therapeutics Inc | -0.1% | — | Unchanged |
| 27 | ABSI | Absci CORP | -0.1% | — | Unchanged |
| 28 | ONC | Beone Medicines Ltd-adr | -0.1% | — | Unchanged |
| 29 | DAWNGBX | Day One Biopharmaceuticals I | -0.1% | — | Unchanged |
| 30 | RLAY | Relay Therapeutics Inc | -0.1% | — | Unchanged |
| 31 | LABDUSD | Drx Dly S&p Biotech Bear 3x | -0.1% | EXIT | Sold out |
| 32 | IMVT | Immunovant Inc | -0.2% | — | Unchanged |
| 33 | RCUS | Arcus Biosciences Inc | -0.2% | — | Unchanged |
| 34 | IOVA | Iovance Biotherapeutics Inc | -0.2% | — | Unchanged |
| 35 | ✓ | Engene Holdings Inc | -0.3% | — | Unchanged |
| 36 | ZNTL | Zentalis Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 37 | LEGN | Legend Biotech Corp-adr | -0.3% | — | Unchanged |
| 38 | RCKT | Rocket Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 39 | SANA | Sana Biotechnology Inc | -0.3% | — | Unchanged |
| 40 | BOLD | Boundless Bio Inc | -0.4% | — | Unchanged |
| 41 | ALLO | Allogene Therapeutics Inc | -0.4% | — | Unchanged |
| 42 | ARVN | Arvinas Inc | -0.4% | — | Unchanged |
| 43 | ORIC | Oric Pharmaceuticals Inc | -0.5% | — | Unchanged |
| 44 | IDYA | Ideaya Biosciences Inc | -0.7% | — | Unchanged |
| 45 | VKTX | Viking Therapeutics Inc | -1.2% | EXIT | Sold out |
| 46 | NKTX | Nkarta Inc | -1.2% | — | Unchanged |
| 47 | CYTK | Cytokinetics Inc | -1.3% | — | Unchanged |
| 48 | APLSUSD | Apellis Pharmaceuticals Inc | -1.5% | — | Unchanged |
| 49 | SWTXUSD | Springworks Therapeutics Inc | -1.5% | — | Unchanged |
| 50 | FATE | Fate Therapeutics Inc | -1.6% | — | Unchanged |
According to official SEC Form 13F filings, Boxer Capital, LLC reported a total U.S. public equity portfolio value of $1.9B across 61 disclosed positions in Q2 2024.
During Q2 2024, Boxer Capital, LLC's top holdings by market value included RVMD (8.8%)、SWTXUSD (6.8%)、CYTK (6.0%). The largest single position, RVMD, represented 8.8% of total portfolio value.
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Top New Position Initiated
CLYM
市值: $18.5M
Top Position Liquidated / Trimmed
VKTX
前期市值: $24.6M
In Q2 2024, Boxer Capital, LLC made 10 total portfolio adjustments, initiating 4 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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