Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 95
- 較 2021 年第 1 季 +10
- 總值
- $28.3 億
- 較 2021 年第 1 季 −$1.14 億 (−3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 2,000,000 | $3.23 億 | 11.4% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 764,188 | $2.62 億 | 9.3% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,075,905 | $1.71 億 | 6.0% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 4,345,016 | $1.11 億 | 3.9% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 3,484,264 | $1.11 億 | 3.9% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 2,268,236 | $7,748 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $6,493 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| SGENSeagen Inc. | COM | 400,000 | $6,315 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $6,215 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 2,084,883 | $5,725 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 1,675,377 | $5,175 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 170,926 | $5,146 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,294,132 | $4,735 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $4,624 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 2,400,000 | $4,306 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $4,156 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 7,534,598 | $4,121 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | ADS | 2,081,323 | $4,065 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 4,341,009 | $4,042 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $4,003 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,287,782 | $3,928 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $3,371 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,088,405 | $3,260 萬 | 1.2% | +2,088,405 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $3,250 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,526,048 | $3,111 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $2,909 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $2,771 萬 | 1.0% | 00.0% | 不變 | – |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $2,766 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $2,710 萬 | 1.0% | +1,189,943 | 新進 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 6,000,000 | $2,628 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Therapeutics Acquisition Cor88339T103 | COM CL A | 2,500,000 | $2,568 萬 | 0.9% | +1,000,000+66.7% | 加碼 | – |
| PASGPassage BIO, Inc. | COM | 1,928,315 | $2,553 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 1,065,939 | $2,482 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $2,456 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KDMNKadmon Holdings, Inc. | COM | 6,205,882 | $2,402 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,241 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,013,399 | $2,202 萬 | 0.8% | +1,013,399 | 新進 | 歷史 |
| AGENAgenus Inc | COM NEW | 4,000,000 | $2,196 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 1,050,289 | $2,190 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 250,000 | $2,086 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 2,562,358 | $2,081 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $2,063 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 904,227 | $2,008 萬 | 0.7% | +904,227 | 新進 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 6,226,673 | $1,974 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 687,000 | $1,963 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ODTOdonate Therapeutics, Inc. | COM | 5,607,086 | $1,957 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CDAKCodiak BioSciences, Inc. | COM | 1,030,065 | $1,909 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $1,876 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 714,500 | $1,831 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,175,000 | $1,826 萬 | 0.6% | +1,175,000 | 新進 | – |
| ELEVElevation Acquisition Group Inc. | COM | 1,341,530 | $1,821 萬 | 0.6% | +1,341,530 | 新進 | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 4,000,000 | $1,744 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 1,550,998 | $1,711 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 857,000 | $1,596 萬 | 0.6% | +857,000 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM | 4,234,574 | $1,550 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FSTXF-star Therapeutics, Inc. | COM | 1,751,428 | $1,505 萬 | 0.5% | +1,751,428 | 新進 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,536,016 | $1,504 萬 | 0.5% | −1920.0% | 減碼 | – |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,572,194 | $1,415 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NGNENeurogene Inc. | COM | 1,501,058 | $1,386 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,603,361 | $1,379 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $1,373 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PSTXPoseida Therapeutics, Inc. | COM | 1,251,055 | $1,254 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 500,000 | $1,058 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,000,000 | $1,057 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $986.0 萬 | 0.3% | +500,000 | 新進 | 歷史 |
| IMMPIMMUTEP Ltd | SPONSORED ADS | 2,500,000 | $967.5 萬 | 0.3% | +500,000+25.0% | 加碼 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 2,975,000 | $925.2 萬 | 0.3% | 00.0% | 不變 | – |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 11,478,634 | $889.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,300,000 | $841.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $830.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 250,000 | $770.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 750,000 | $757.5 萬 | 0.3% | +750,000 | 新進 | 歷史 |
| VINCVincerx Pharma, Inc. | COM NEW | 450,000 | $584.6 萬 | 0.2% | +450,000 | 新進 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM | 1,500,000 | $582.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 317,000 | $548.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $526.5 萬 | 0.2% | 00.0% | 不變 | – |
| RACBResearch Alliance Corp. II | COM CL A | 500,000 | $507.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $501.0 萬 | 0.2% | +500,000 | 新進 | – |
| JYACJiya Acquisition Corp. | COM CL A | 500,000 | $497.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MLTXMoonLake Immunotherapeutics | COM CL A | 400,000 | $413.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $408.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 290,577 | $404.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 550,000 | $382.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LJPCLa Jolla Pharmaceutical Co | COM PAR $.0001 2 | 890,700 | $381.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Catabasis Pharmaceuticals IN14875P206 | COM NEW | 1,775,000 | $374.5 萬 | 0.1% | +1,775,000 | 新進 | – |
| ORICOric Pharmaceuticals, Inc. | COM | 200,000 | $353.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GNCAGenocea Biosciences, Inc. | COM NEW | 1,134,453 | $265.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Consonance HFW Acquisition CG2445M129 | UNIT 99/99/9999 | 200,000 | $204.2 萬 | 0.1% | 00.0% | 不變 | – |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $203.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 200,000 | $200.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $199.0 萬 | 0.1% | 00.0% | 不變 | – |
| CLRBCellectar Biosciences, Inc. | COM PAR | 920,000 | $109.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 50,000 | $77.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $69.3 萬 | <0.1% | 00.0% | 不變 | – |
| ZGNXZogenix, Inc. | COM NEW | 27,300 | $47.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（3 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。