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CIK: 0001465837
Total reported value
—
$2.0B
68 檔
33.5%
At the close of Q3 2024, Boxer Capital, LLC disclosed equity holdings valued at approximately $2.0B, spread across 68 reported holdings.
In Q3 2024, Boxer Capital, LLC displayed an active expansion posture, initiating 10 new positions and adding to 1 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including RVMD, TYRA, NUVL) accounted for 33.5% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 9.52% | -9.52% | EXIT | |
| 2 | TYRA | Tyra Biosciences Inc | Stock-Other | 7.44% | -7.44% | EXIT | |
| 3 | NUVL | Nuvalent Inc-a | Stock-Other | 5.62% | -5.62% | EXIT | |
| 4 | ONC | Beone Medicines Ltd-adr | Stock-Other | 5.51% | -5.51% | EXIT | |
| 5 | CYTK | Cytokinetics Inc | Stock-Healthcare | 5.44% | -5.44% | EXIT | |
| 6 | SWTXUSD | Springworks Therapeutics Inc | Stock-Other | 5.38% | -5.38% | EXIT | |
| 7 | ✓ | Merus N V | Stock-Other | 4.66% | -4.66% | EXIT | |
| 8 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 3.98% | -3.98% | EXIT | |
| 9 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 3.89% | -3.89% | EXIT | |
| 10 | IDYA | Ideaya Biosciences Inc | Stock-Other | 3.42% | -3.42% | EXIT | |
| 11 | TNGX | Tango Therapeutics Inc | Stock-Other | 3.10% | -3.10% | EXIT | |
| 12 | ARGX | Argenx Se - Adr | Stock-Healthcare | 2.66% | -2.66% | EXIT | |
| 13 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 2.44% | -2.44% | EXIT | |
| 14 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.36% | -2.36% | EXIT | |
| 15 | ANAB | Anaptysbio Inc | Stock-Other | 2.14% | -2.14% | EXIT | |
| 16 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 1.76% | -1.76% | EXIT | |
| 17 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 1.48% | -1.48% | EXIT | |
| 18 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.43% | -1.43% | EXIT | |
| 19 | GERN | Geron CORP | Stock-Other | 1.34% | -1.34% | EXIT | |
| 20 | ✓ | Third Harmonic Bio Inc | Stock-Other | 1.33% | -1.33% | EXIT | |
| 21 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.33% | -1.33% | EXIT | |
| 22 | RCUS | Arcus Biosciences Inc | Stock-Other | 1.20% | -1.20% | EXIT | |
| 23 | TIL | Instil Bio Inc | Stock-Other | 1.17% | -1.17% | EXIT | |
| 24 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.16% | -1.16% | EXIT | |
| 25 | IMVT | Immunovant Inc | Stock-Other | 1.15% | -1.15% | EXIT | |
| 26 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.05% | -1.05% | EXIT | |
| 27 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.01% | -1.01% | EXIT | |
| 28 | KURA | Kura Oncology Inc | Stock-Other | 0.96% | -0.96% | EXIT | |
| 29 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 0.90% | -0.90% | EXIT | |
| 30 | NKTX | Nkarta Inc | Stock-Other | 0.89% | -0.89% | EXIT | |
| 31 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 0.87% | -0.87% | EXIT | |
| 32 | GPCR | Structure Therapeutics Inc | Stock-Other | 0.86% | -0.86% | EXIT | |
| 33 | FATE | Fate Therapeutics Inc | Stock-Other | 0.85% | -0.85% | EXIT | |
| 34 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.84% | -0.84% | EXIT | |
| 35 | REPL | Replimune Group Inc | Stock-Other | 0.83% | -0.83% | EXIT | |
| 36 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 0.81% | -0.81% | EXIT | |
| 37 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.75% | -0.75% | EXIT | |
| 38 | ARVN | Arvinas Inc | Stock-Other | 0.74% | -0.74% | EXIT | |
| 39 | CLYM | Climb Bio Inc | Stock-Other | 0.65% | -0.65% | EXIT | |
| 40 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.63% | -0.63% | EXIT | |
| 41 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.62% | -0.62% | EXIT | |
| 42 | PRTA | Prothena Corporation plc | Stock-Other | 0.57% | -0.57% | EXIT | |
| 43 | QURE | uniQure N.V. | Stock-Other | 0.54% | -0.54% | EXIT | |
| 44 | APGE | Apogee Therapeutics Inc | Stock-Other | 0.52% | -0.52% | EXIT | |
| 45 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 0.38% | -0.38% | EXIT | |
| 46 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 0.35% | -0.35% | EXIT | |
| 47 | IPSC | Century Therapeutics Inc | Stock-Other | 0.33% | -0.33% | EXIT | |
| 48 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.32% | -0.32% | EXIT | |
| 49 | SANA | Sana Biotechnology Inc | Stock-Other | 0.32% | -0.32% | EXIT | |
| 50 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 0.31% | -0.31% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TYRA | Tyra Biosciences Inc | +2% | — | Unchanged |
| 2 | ONC | Beone Medicines Ltd-adr | +1.8% | — | Unchanged |
| 3 | TIL | Instil Bio Inc | +1.2% | NEW | New buy |
| 4 | NUVL | Nuvalent Inc-a | +1.1% | — | Unchanged |
| 5 | KYMR | Kymera Therapeutics Inc | +1.1% | NEW | New buy |
| 6 | RVMD | Revolution Medicines Inc | +0.8% | — | Unchanged |
| 7 | NRIX | Nurix Therapeutics Inc | +0.6% | NEW | New buy |
| 8 | QURE | uniQure N.V. | +0.5% | NEW | New buy |
| 9 | APGE | Apogee Therapeutics Inc | +0.5% | NEW | New buy |
| 10 | ANAB | Anaptysbio Inc | +0.4% | — | Unchanged |
| 11 | ARGX | Argenx Se - Adr | +0.4% | — | Unchanged |
| 12 | 430 | Terns Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 13 | AKRO | Akero Therapeutics Inc | +0.3% | — | Unchanged |
| 14 | SRRK | Scholar Rock Holding CORP | +0.3% | NEW | New buy |
| 15 | SMMT | Summit Therapeutics Inc | +0.3% | NEW | New buy |
| 16 | ORIC | Oric Pharmaceuticals Inc | +0.2% | — | Unchanged |
| 17 | RNAGBP | Avidity Biosciences Inc | +0.2% | — | Unchanged |
| 18 | BCAX | Bicara Therapeutics Inc | +0.2% | NEW | New buy |
| 19 | ✓ | Mersana Therapeutics Inc | +0.2% | NEW | New buy |
| 20 | SYRE | Spyre Therapeutics Inc | +0.2% | — | Unchanged |
| 21 | CGEM | Cullinan Therapeutics Inc | +0.2% | +38.00% | Add |
| 22 | REPL | Replimune Group Inc | +0.1% | — | Unchanged |
| 23 | AXSM | Axsome Therapeutics Inc | +0.1% | — | Unchanged |
| 24 | LEGN | Legend Biotech Corp-adr | 0% | — | Unchanged |
| 25 | GPCR | Structure Therapeutics Inc | 0% | — | Unchanged |
| 26 | ELVN | Enliven Therapeutics Inc | 0% | — | Unchanged |
| 27 | GERN | Geron CORP | — | — | Unchanged |
| 28 | IMVT | Immunovant Inc | — | — | Unchanged |
| 29 | ATRAGBX | Atara Biotherapeutics Inc | -0.1% | EXIT | Sold out |
| 30 | ABSI | Absci CORP | -0.1% | EXIT | Sold out |
| 31 | ✓ | Engene Holdings Inc | -0.1% | — | Unchanged |
| 32 | SANA | Sana Biotechnology Inc | -0.1% | — | Unchanged |
| 33 | AMLX | Amylyx Pharmaceuticals Inc | -0.2% | EXIT | Sold out |
| 34 | PRTA | Prothena Corporation plc | -0.2% | — | Unchanged |
| 35 | CLYM | Climb Bio Inc | -0.3% | — | Unchanged |
| 36 | IPSC | Century Therapeutics Inc | -0.3% | -20.43% | Trim |
| 37 | RCKT | Rocket Pharmaceuticals Inc | -0.3% | — | Unchanged |
| 38 | PRLD | Prelude Therapeutics Inc | -0.4% | -33.49% | Trim |
| 39 | PSTXUSD | Poseida Therapeutics Inc | -0.4% | -55.31% | Trim |
| 40 | ALLO | Allogene Therapeutics Inc | -0.5% | EXIT | Sold out |
| 41 | CYTK | Cytokinetics Inc | -0.6% | — | Unchanged |
| 42 | FATE | Fate Therapeutics Inc | -0.6% | -39.62% | Trim |
| 43 | TNGX | Tango Therapeutics Inc | -0.6% | — | Unchanged |
| 44 | IDYA | Ideaya Biosciences Inc | -0.7% | — | Unchanged |
| 45 | 2662247D | Iteos Therapeutics Inc | -0.8% | — | Unchanged |
| 46 | NKTX | Nkarta Inc | -0.9% | -28.14% | Trim |
| 47 | APLSUSD | Apellis Pharmaceuticals Inc | -1.1% | — | Unchanged |
| 48 | ✓ | Merus N V | -1.3% | — | Unchanged |
| 49 | SWTXUSD | Springworks Therapeutics Inc | -1.4% | — | Unchanged |
| 50 | SRPT | Sarepta Therapeutics Inc | -1.4% | — | Unchanged |
According to official SEC Form 13F filings, Boxer Capital, LLC reported a total U.S. public equity portfolio value of $2.0B across 68 disclosed positions in Q3 2024.
During Q3 2024, Boxer Capital, LLC's top holdings by market value included RVMD (9.5%)、TYRA (7.4%)、NUVL (5.6%). The largest single position, RVMD, represented 9.5% of total portfolio value.
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Top New Position Initiated
TIL
市值: $23.9M
Top Position Liquidated / Trimmed
ALLO
前期市值: $9.0M
In Q3 2024, Boxer Capital, LLC made 20 total portfolio adjustments, initiating 10 new buys, adding to 1 positions, trimming 5 holdings, and fully liquidating 4 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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