Boxer Capital, LLC
- SEC CIK
- 0001465837
- Latest filing
- Feb 14, 2025
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 85
- No 13F data for Q4 2020
- Portfolio value
- $2.95B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 2,000,000 | $342.6M | 11.6% | – | – | History |
| ONCBeOne Medicines Ltd. | ADR | 764,188 | $266.0M | 9.0% | – | – | History |
| RVMDRevolution Medicines, Inc. | COM | 3,484,264 | $159.9M | 5.4% | – | – | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,075,905 | $152.7M | 5.2% | – | – | History |
| ITOSiTeos Therapeutics, Inc. | COM | 4,345,016 | $148.5M | 5.0% | – | – | History |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $81.9M | 2.8% | – | – | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 2,268,236 | $74.6M | 2.5% | – | – | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 1,675,377 | $73.1M | 2.5% | – | – | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $65.0M | 2.2% | – | – | History |
| RCUSArcus Biosciences, Inc. | COM | 2,084,883 | $58.5M | 2.0% | – | – | History |
| SGENSeagen Inc. | COM | 400,000 | $55.5M | 1.9% | – | – | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $51.8M | 1.8% | – | – | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,287,782 | $51.2M | 1.7% | – | – | History |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $48.9M | 1.7% | – | – | History |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $48.8M | 1.7% | – | – | History |
| ARGXArgenx SE | SPONSORED ADR | 170,926 | $47.1M | 1.6% | – | – | History |
| NUVBNuvation Bio Inc. | COM CL A | 4,341,009 | $45.4M | 1.5% | – | – | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $44.8M | 1.5% | – | – | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,294,132 | $44.7M | 1.5% | – | – | History |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 7,534,598 | $40.2M | 1.4% | – | – | History |
| MRUSMerus N.V. | COM | 1,900,000 | $39.7M | 1.3% | – | – | History |
| CNTBConnect Biopharma Holdings Ltd | ADS | 2,081,323 | $38.5M | 1.3% | – | – | History |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $38.1M | 1.3% | – | – | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 6,000,000 | $37.3M | 1.3% | – | – | History |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 2,400,000 | $37.2M | 1.3% | – | – | History |
| BCABBioAtla, Inc. | COM | 686,347 | $34.9M | 1.2% | – | – | History |
| ALGSAligos Therapeutics, Inc. | COM | 1,526,048 | $34.7M | 1.2% | – | – | History |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $33.8M | 1.1% | – | – | History |
| PASGPassage BIO, Inc. | COM | 1,928,315 | $33.7M | 1.1% | – | – | History |
| KNTEKinnate Biopharma Inc. | COM | 1,065,939 | $33.2M | 1.1% | – | – | History |
| KURAKura Oncology, Inc. | COM | 1,050,289 | $29.7M | 1.0% | – | – | History |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $28.0M | 1.0% | – | – | History |
| Direxion Shs ETF Tr25460G716 | DAILY S&P BIOTEC | 1,250,000 | $27.2M | 0.9% | – | – | – |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,536,208 | $25.4M | 0.9% | – | – | – |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $24.5M | 0.8% | – | – | – |
| KDMNKadmon Holdings, Inc. | COM | 6,205,882 | $24.1M | 0.8% | – | – | History |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $24.1M | 0.8% | – | – | History |
| GOSSGossamer Bio, Inc. | COM | 2,562,358 | $23.7M | 0.8% | – | – | History |
| SLDBSolid Biosciences Inc. | COM | 4,234,574 | $23.4M | 0.8% | – | – | History |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $23.0M | 0.8% | – | – | History |
| MREOMereo BioPharma Group plc | SPON ADS | 6,226,673 | $21.0M | 0.7% | – | – | History |
| EPIXESSA Pharma Inc. | COM NEW | 687,000 | $20.0M | 0.7% | – | – | History |
| TLISTalis Biomedical Corp | COM | 1,550,998 | $19.9M | 0.7% | – | – | History |
| ODTOdonate Therapeutics, Inc. | COM | 5,607,086 | $19.2M | 0.7% | – | – | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 250,000 | $18.9M | 0.6% | – | – | History |
| NGNENeurogene Inc. | COM | 1,501,058 | $18.5M | 0.6% | – | – | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 4,000,000 | $18.2M | 0.6% | – | – | History |
| CABACabaletta Bio, Inc. | COM | 1,603,361 | $17.8M | 0.6% | – | – | History |
| IRONDisc Medicine, Inc. | COM | 1,300,000 | $17.6M | 0.6% | – | – | History |
| IMVTImmunovant, Inc. | COM | 1,000,000 | $16.0M | 0.5% | – | – | History |
| Therapeutics Acquisition Cor88339T103 | COM CL A | 1,500,000 | $15.8M | 0.5% | – | – | – |
| CDAKCodiak BioSciences, Inc. | COM | 1,030,065 | $15.5M | 0.5% | – | – | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,572,194 | $14.9M | 0.5% | – | – | History |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $14.9M | 0.5% | – | – | History |
| ESPREsperion Therapeutics, Inc. | COM | 500,000 | $14.0M | 0.5% | – | – | History |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 11,478,634 | $12.1M | 0.4% | – | – | History |
| PSTXPoseida Therapeutics, Inc. | COM | 1,251,055 | $11.9M | 0.4% | – | – | History |
| Bellus Health Inc New07987C204 | COM NEW | 2,975,000 | $11.4M | 0.4% | – | – | – |
| AGENAgenus Inc | COM NEW | 4,000,000 | $10.9M | 0.4% | – | – | History |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 750,000 | $10.3M | 0.4% | – | – | History |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $9.99M | 0.3% | – | – | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 714,500 | $9.81M | 0.3% | – | – | History |
| QUREuniQure N.V. | SHS | 250,000 | $8.42M | 0.3% | – | – | History |
| Vincerx Pharma, Inc.92731L205 | UNIT 12/24/2025 | 300,000 | $8.10M | 0.3% | – | – | – |
| ASMBAssembly Biosciences, Inc. | COM | 1,500,000 | $6.90M | 0.2% | – | – | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 317,000 | $6.28M | 0.2% | – | – | History |
| IMMPIMMUTEP Ltd | SPONSORED ADS | 2,000,000 | $6.14M | 0.2% | – | – | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 290,577 | $5.38M | 0.2% | – | – | History |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $5.29M | 0.2% | – | – | – |
| RACBResearch Alliance Corp. II | COM CL A | 500,000 | $5.13M | 0.2% | – | – | History |
| JYACJiya Acquisition Corp. | COM CL A | 500,000 | $4.92M | 0.2% | – | – | History |
| ORICOric Pharmaceuticals, Inc. | COM | 200,000 | $4.90M | 0.2% | – | – | History |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $4.48M | 0.2% | – | – | History |
| SYRESpyre Therapeutics, Inc. | COM | 550,000 | $4.36M | 0.1% | – | – | History |
| MLTXMoonLake Immunotherapeutics | COM CL A | 400,000 | $4.08M | 0.1% | – | – | History |
| LJPCLa Jolla Pharmaceutical Co | COM PAR $.0001 2 | 890,700 | $3.78M | 0.1% | – | – | History |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $3.29M | 0.1% | – | – | History |
| GNCAGenocea Biosciences, Inc. | COM NEW | 1,134,453 | $3.07M | 0.1% | – | – | History |
| SNCEScience 37 Holdings, Inc. | COM | 200,000 | $2.03M | 0.1% | – | – | History |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $1.98M | 0.1% | – | – | – |
| Consonance HFW Acquisition CG2445M129 | UNIT 99/99/9999 | 200,000 | $1.95M | 0.1% | – | – | – |
| BOLTBolt Biotherapeutics, Inc. | COM | 50,000 | $1.65M | 0.1% | – | – | History |
| CLRBCellectar Biosciences, Inc. | COM PAR | 920,000 | $1.48M | 0.1% | – | – | History |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $712.0K | <0.1% | – | – | – |
| ZGNXZogenix, Inc. | COM NEW | 27,300 | $533.0K | <0.1% | – | – | History |