Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/11/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 87
- 較 2021 年第 2 季 −8
- 總值
- $28.6 億
- 較 2021 年第 2 季 +$2,899 萬 (+1.0%)
| 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 | $3.54 億 | 12.4% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 764,188 | $2.77 億 | 9.7% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,075,905 | $1.32 億 | 4.6% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 4,345,016 | $1.17 億 | 4.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,323,359 | $1.11 億 | 3.9% | +6,323,359 | 新進 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 3,484,264 | $9,585 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 6,871,642 | $8,885 萬 | 3.1% | +6,871,642 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $7,505 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 2,084,883 | $7,270 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 2,268,236 | $6,759 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $5,615 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 170,926 | $5,162 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| CNTBConnect Biopharma Holdings Ltd | ADS | 2,081,323 | $5,043 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $4,848 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $4,382 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,287,782 | $4,372 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 425,000 | $4,369 萬 | 1.5% | +425,000 | 新進 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 4,341,009 | $4,315 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 1,847,559 | $4,253 萬 | 1.5% | +781,620+73.3% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $4,180 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,294,132 | $4,080 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 7,534,598 | $3,692 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $3,670 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| FULCFulcrum Therapeutics, Inc. | COM | 1,250,000 | $3,526 萬 | 1.2% | +1,250,000 | 新進 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $3,526 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 525,000 | $3,488 萬 | 1.2% | +525,000 | 新進 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 2,462,358 | $3,095 萬 | 1.1% | −100,000−3.9% | 減碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $2,824 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $2,762 萬 | 1.0% | 00.0% | 不變 | – |
| MRNSMarinus Pharmaceuticals, Inc. | COM NEW | 2,400,000 | $2,731 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $2,729 萬 | 1.0% | +1,210,192 | 新進 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,100,000 | $2,713 萬 | 0.9% | +1,100,000 | 新進 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 2,088,405 | $2,500 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $2,424 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,526,048 | $2,367 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,013,399 | $2,236 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,334,227 | $2,228 萬 | 0.8% | +430,000+47.6% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,220 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $2,137 萬 | 0.7% | +300,000 | 新進 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $2,021 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 1,050,289 | $1,967 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 1,603,361 | $1,950 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,923 萬 | 0.7% | +2,500,000 | 新進 | 歷史 |
| PASGPassage BIO, Inc. | COM | 1,928,315 | $1,921 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $1,858 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 2,975,000 | $1,827 萬 | 0.6% | 00.0% | 不變 | – |
| Rain Oncology Inc.75082Q105 | COM | 1,175,000 | $1,758 萬 | 0.6% | 00.0% | 不變 | – |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $1,705 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CDAKCodiak BioSciences, Inc. | COM | 1,030,065 | $1,682 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 1,675,377 | $1,672 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ODTOdonate Therapeutics, Inc. | COM | 5,607,086 | $1,632 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,572,194 | $1,469 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $1,372 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $1,366 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 857,000 | $1,310 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FSTXF-star Therapeutics, Inc. | COM | 1,751,428 | $1,282 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,536,016 | $1,197 萬 | 0.4% | 00.0% | 不變 | – |
| NGNENeurogene Inc. | COM | 1,501,058 | $1,085 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $1,051 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 1,341,530 | $1,045 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TLISTalis Biomedical Corp | COM | 1,550,998 | $969.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IMMPIMMUTEP Ltd | SPONSORED ADS | 2,500,000 | $967.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ERASErasca, Inc. | COM | 450,000 | $954.9 萬 | 0.3% | +450,000 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM | 3,734,574 | $892.6 萬 | 0.3% | −500,000−11.8% | 減碼 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $804.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VINCVincerx Pharma, Inc. | COM NEW | 450,000 | $727.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 687,000 | $549.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,300,000 | $525.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM | 1,500,000 | $522.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $498.0 萬 | 0.2% | 00.0% | 不變 | – |
| RACBResearch Alliance Corp. II | COM CL A | 500,000 | $492.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $488.5 萬 | 0.2% | 00.0% | 不變 | – |
| JYACJiya Acquisition Corp. | COM CL A | 500,000 | $487.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NAUTNautilus Biotechnology, Inc. | COM | 750,000 | $460.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 200,000 | $418.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MLTXMoonLake Immunotherapeutics | COM CL A | 400,000 | $398.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $395.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LJPCLa Jolla Pharmaceutical Co | COM PAR $.0001 2 | 890,700 | $355.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 290,577 | $331.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25460G716 | DAILY S&P BIOTEC | 150,000 | $319.5 萬 | 0.1% | +150,000 | 新進 | – |
| GNCAGenocea Biosciences, Inc. | COM NEW | 1,134,453 | $217.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNCEScience 37 Holdings, Inc. | COM | 200,000 | $196.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $194.7 萬 | 0.1% | 00.0% | 不變 | – |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $144.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRZNSurrozen, Inc. | COM | 200,000 | $141.6 萬 | <0.1% | +200,000 | 新進 | 歷史 |
| CLRBCellectar Biosciences, Inc. | COM PAR | 920,000 | $85.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $68.3 萬 | <0.1% | 00.0% | 不變 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Moderna Inc60770K957 | PUT | $25.3 萬 | – |
2021 年第 2 季之後清倉（20 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SGENSeagen Inc. | COM | 400,000 | $6,315 萬 | 2.2% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 6,000,000 | $2,628 萬 | 0.9% | 歷史 |
| Therapeutics Acquisition Cor88339T103 | COM CL A | 2,500,000 | $2,568 萬 | 0.9% | – |
| KDMNKadmon Holdings, Inc. | COM | 6,205,882 | $2,402 萬 | 0.8% | 歷史 |
| AGENAgenus Inc | COM NEW | 4,000,000 | $2,196 萬 | 0.8% | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 250,000 | $2,086 萬 | 0.7% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 6,226,673 | $1,974 萬 | 0.7% | 歷史 |
| CERECerevel Therapeutics Holdings, Inc. | COM | 714,500 | $1,831 萬 | 0.6% | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 4,000,000 | $1,744 萬 | 0.6% | 歷史 |
| PSTXPoseida Therapeutics, Inc. | COM | 1,251,055 | $1,254 萬 | 0.4% | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 500,000 | $1,058 萬 | 0.4% | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,000,000 | $1,057 萬 | 0.4% | 歷史 |
| MTNBMatinas BioPharma Holdings, Inc. | COM | 11,478,634 | $889.5 萬 | 0.3% | 歷史 |
| QUREuniQure N.V. | SHS | 250,000 | $770.0 萬 | 0.3% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 317,000 | $548.1 萬 | 0.2% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM | 550,000 | $382.8 萬 | 0.1% | 歷史 |
| Catabasis Pharmaceuticals IN14875P206 | COM NEW | 1,775,000 | $374.5 萬 | 0.1% | – |
| Consonance HFW Acquisition CG2445M129 | UNIT 99/99/9999 | 200,000 | $204.2 萬 | 0.1% | – |
| BOLTBolt Biotherapeutics, Inc. | COM | 50,000 | $77.3 萬 | <0.1% | 歷史 |
| ZGNXZogenix, Inc. | COM NEW | 27,300 | $47.2 萬 | <0.1% | 歷史 |