Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 74
- 較 2021 年第 4 季 +4
- 總值
- $19.5 億
- 較 2021 年第 4 季 −$5.68 億 (−22.6%)
| 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 | $1.64 億 | 8.5% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,075,905 | $1.17 億 | 6.0% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 3,192,058 | $1.03 億 | 5.3% | −1,152,958−26.5% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $9,430 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 3,484,264 | $8,888 萬 | 4.6% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,669,132 | $7,989 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $7,730 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,498,636 | $7,284 萬 | 3.7% | +660,400+23.3% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $6,900 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,303,700 | $6,624 萬 | 3.4% | +1,303,700 | 新進 | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 1,714,000 | $6,472 萬 | 3.3% | +1,714,000 | 新進 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 700,000 | $6,292 萬 | 3.2% | −1,500,000−68.2% | 減碼 | – |
| TNGXTango Therapeutics, Inc. | COM | 6,871,642 | $5,209 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $5,024 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,432,200 | $4,520 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 1,239,000 | $4,059 萬 | 2.1% | +1,239,000 | 新進 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $3,621 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 507,374 | $3,241 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,935,133 | $3,222 萬 | 1.7% | +835,133+75.9% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $3,216 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 1,263,930 | $3,057 萬 | 1.6% | +1,078,930+583.2% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,200,000 | $2,827 萬 | 1.5% | +2,200,000 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $2,465 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,325 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 4,341,009 | $2,283 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,202 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,200,000 | $2,202 萬 | 1.1% | 00.0% | 不變 | – |
| GOSSGossamer Bio, Inc. | COM | 2,462,358 | $2,137 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 1,847,559 | $2,080 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $2,071 萬 | 1.1% | 00.0% | 不變 | – |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,993 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 500,000 | $1,939 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,013,399 | $1,854 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $1,834 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $1,716 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $1,681 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 200,000 | $1,452 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,238,861 | $1,437 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,180 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $1,180 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,251,137 | $1,127 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $1,125 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $1,097 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 400,000 | $1,074 萬 | 0.6% | +400,000 | 新進 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 892,057 | $1,029 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $784.5 萬 | 0.4% | +459,836 | 新進 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $762.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $698.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SLDBSolid Biosciences Inc. | COM | 5,336,031 | $640.3 萬 | 0.3% | +2,158,329+67.9% | 加碼 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,175,000 | $595.7 萬 | 0.3% | 00.0% | 不變 | – |
| ORICOric Pharmaceuticals, Inc. | COM | 1,054,000 | $562.8 萬 | 0.3% | +854,000+427.0% | 加碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $558.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ODTOdonate Therapeutics, Inc. | COM | 4,207,086 | $555.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CDAKCodiak BioSciences, Inc. | COM | 850,065 | $533.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 1,188,405 | $530.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $493.5 萬 | 0.3% | 00.0% | 不變 | – |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $487.5 萬 | 0.3% | 00.0% | 不變 | – |
| EPIXESSA Pharma Inc. | COM NEW | 724,500 | $448.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $413.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $403.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $396.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $345.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 2,134,598 | $339.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,526,048 | $328.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 872,780 | $219.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $196.4 萬 | 0.1% | 00.0% | 不變 | – |
| IRONDisc Medicine, Inc. | COM | 1,300,000 | $180.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $175.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GNCAGenocea Biosciences, Inc. | COM NEW | 1,134,453 | $141.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $109.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $106.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $20.3 萬 | <0.1% | 00.0% | 不變 | – |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 56,950 | $12.3 萬 | <0.1% | +56,950 | 新進 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $1.70 萬 | <0.1% | +66,666 | 新進 | – |
2021 年第 4 季之後清倉（4 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JYACJiya Acquisition Corp. | COM CL A | 500,000 | $488.5 萬 | 0.2% | 歷史 |
| RACBResearch Alliance Corp. II | COM CL A | 500,000 | $488.5 萬 | 0.2% | 歷史 |
| MLTXMoonLake Immunotherapeutics | COM CL A | 400,000 | $395.6 萬 | 0.2% | 歷史 |
| SRZNSurrozen, Inc. | COM | 200,000 | $128.8 萬 | 0.1% | 歷史 |