13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002018299
Total reported value
$1.3B
$1.3B
60 檔
39.8%
In Q4 2024, Boxer Capital Management, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 60 disclosed stock positions.
During Q4 2024, Boxer Capital Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 15.94% | +0.67% | — | |
| 2 | SWTXUSD | Springworks Therapeutics Inc | Stock-Other | 10.53% | — | — | |
| 3 | NUVL | Nuvalent Inc-a | Stock-Other | 7.47% | — | — | |
| 4 | ✓ | Merus N V | Stock-Other | 6.80% | — | — | |
| 5 | RNAGBP | Avidity Biosciences Inc | Stock-Other | 4.28% | — | — | |
| 6 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 3.87% | — | — | |
| 7 | AXSM | Axsome Therapeutics Inc | Stock-Healthcare | 3.39% | — | — | |
| 8 | SRRK | Scholar Rock Holding CORP | Stock-Other | 2.76% | — | — | |
| 9 | TNGX | Tango Therapeutics Inc | Stock-Other | 2.73% | -4.26% | — | |
| 10 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.40% | — | — | |
| 11 | RCUS | Arcus Biosciences Inc | Stock-Other | 2.03% | — | — | |
| 12 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 2.00% | — | — | |
| 13 | LEGN | Legend Biotech Corp-adr | Stock-Other | 1.94% | — | — | |
| 14 | REPL | Replimune Group Inc | Stock-Other | 1.85% | +2.14% | — | |
| 15 | GERN | Geron CORP | Stock-Other | 1.81% | — | — | |
| 16 | ✓ | Third Harmonic Bio Inc | Stock-Other | 1.75% | — | — | |
| 17 | IMVT | Immunovant Inc | Stock-Other | 1.74% | — | — | |
| 18 | ARVN | Arvinas Inc | Stock-Other | 1.73% | — | — | |
| 19 | PSTXUSD | Poseida Therapeutics Inc | Stock-Other | 1.63% | — | — | |
| 20 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 1.57% | — | — | |
| 21 | ANAB | Anaptysbio Inc | Stock-Other | 1.47% | — | — | |
| 22 | KYMR | Kymera Therapeutics Inc | Stock-Other | 1.46% | +0.11% | — | |
| 23 | ELVN | Enliven Therapeutics Inc | Stock-Other | 1.29% | — | — | |
| 24 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 1.28% | — | — | |
| 25 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 1.19% | — | — | |
| 26 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.15% | -0.17% | — | |
| 27 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 1.15% | -0.05% | EXIT | |
| 28 | QURE | uniQure N.V. | Stock-Other | 1.13% | +3.79% | — | |
| 29 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.94% | — | — | |
| 30 | SYRE | Spyre Therapeutics Inc | Stock-Other | 0.93% | +0.67% | NEW | |
| 31 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.90% | -0.02% | — | |
| 32 | KOD | Kodiak Sciences Inc | Stock-Other | 0.85% | -2.47% | — | |
| 33 | PRTA | Prothena Corporation plc | Stock-Other | 0.81% | — | — | |
| 34 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.64% | — | — | |
| 35 | 2662247D | Iteos Therapeutics Inc | Stock-Other | 0.62% | — | — | |
| 36 | CMRXEUR | Chimerix Inc | Stock-Other | 0.61% | — | — | |
| 37 | TIL | Instil Bio Inc | Stock-Other | 0.58% | — | — | |
| 38 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 0.56% | -0.38% | — | |
| 39 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 0.47% | — | — | |
| 40 | CLYM | Climb Bio Inc | Stock-Other | 0.40% | — | — | |
| 41 | SMMT | Summit Therapeutics Inc | Stock-Other | 0.38% | — | — | |
| 42 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 0.35% | -2.60% | EXIT | |
| 43 | KROS | Keros Therapeutics Inc | Stock-Other | 0.34% | — | — | |
| 44 | APGE | Apogee Therapeutics Inc | Stock-Other | 0.33% | -0.07% | — | |
| 45 | OLMA | Olema Pharmaceuticals Inc | Stock-Other | 0.32% | — | — | |
| 46 | ✓ | Mersana Therapeutics Inc | Stock-Other | 0.32% | — | — | |
| 47 | SANA | Sana Biotechnology Inc | Stock-Other | 0.21% | — | — | |
| 48 | BCAX | Bicara Therapeutics Inc | Stock-Other | 0.20% | — | — | |
| 49 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.19% | +0.63% | NEW | |
| 50 | PRLD | Prelude Therapeutics Inc | Stock-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Boxer Capital Management, LLC reported a total U.S. public equity portfolio value of $1.3B across 60 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RVMD, SWTXUSD, NUVL) accounted for 39.8% of total reported equity market value during Q4 2024.
During Q4 2024, Boxer Capital Management, LLC's top holdings by market value included RVMD (15.9%)、SWTXUSD (10.5%)、NUVL (7.5%). The largest single position, RVMD, represented 15.9% of total portfolio value.
In Q4 2024, Boxer Capital Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.