Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 76
- 較 2022 年第 1 季 +2
- 總值
- $15.8 億
- 較 2022 年第 1 季 −$3.67 億 (−18.8%)
| 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 | $1.34 億 | 8.5% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $8,251 萬 | 5.2% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $8,093 萬 | 5.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 3,484,264 | $6,791 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,303,700 | $5,895 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 2,075,905 | $5,111 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,498,636 | $4,986 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 1,714,000 | $4,839 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $4,611 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,669,132 | $4,471 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 2,154,058 | $4,437 萬 | 2.8% | −1,038,000−32.5% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $4,302 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| TPTXTurning Point Therapeutics, Inc. | COM | 570,745 | $4,295 萬 | 2.7% | +170,745+42.7% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,200,000 | $4,237 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 1,239,000 | $3,765 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 500,000 | $3,714 萬 | 2.4% | −200,000−28.6% | 減碼 | – |
| RCUSArcus Biosciences, Inc. | COM | 1,432,200 | $3,629 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $3,534 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 6,871,642 | $3,113 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $3,040 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,200,000 | $2,957 萬 | 1.9% | 00.0% | 不變 | – |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $2,639 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 507,374 | $2,563 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,497 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 1,847,559 | $2,330 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,935,133 | $2,136 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $2,130 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 2,462,358 | $2,061 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,017 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $1,825 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 1,263,930 | $1,781 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,703 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $1,641 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $1,629 萬 | 1.0% | 00.0% | 不變 | – |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $1,552 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 200,000 | $1,499 萬 | 0.9% | +200,000 | 新進 | 歷史 |
| BMEABiomea Fusion, Inc. | COM | 1,188,405 | $1,424 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 4,341,009 | $1,407 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $1,377 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,238,861 | $1,377 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 500,000 | $1,239 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,013,399 | $1,011 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $814.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $785.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,175,000 | $653.3 萬 | 0.4% | 00.0% | 不變 | – |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 70,000 | $650.7 萬 | 0.4% | +70,000 | 新進 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $641.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,251,137 | $609.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $607.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 2,134,598 | $544.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $495.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $495.0 萬 | 0.3% | 00.0% | 不變 | – |
| THRXTheseus Pharmaceuticals, Inc. | COM | 892,057 | $493.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $488.0 萬 | 0.3% | 00.0% | 不變 | – |
| ORICOric Pharmaceuticals, Inc. | COM | 1,054,000 | $472.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $469.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 1,400,000 | $450.8 萬 | 0.3% | +1,400,000 | 新進 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $430.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $398.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $394.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 425,000 | $383.4 萬 | 0.2% | +425,000 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM | 5,336,031 | $328.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,250,000 | $252.0 萬 | 0.2% | +2,250,000 | 新進 | 歷史 |
| CDAKCodiak BioSciences, Inc. | COM | 850,065 | $244.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 724,500 | $228.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,300,000 | $219.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $197.0 萬 | 0.1% | 00.0% | 不變 | – |
| BCABBioAtla, Inc. | COM | 686,347 | $195.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,526,048 | $184.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $176.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 872,780 | $122.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $61.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $57.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $7.50 萬 | <0.1% | 00.0% | 不變 | – |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 56,950 | $6.80 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 1 季之後清倉（3 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。