Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 73
- 較 2022 年第 2 季 −3
- 總值
- $17.8 億
- 較 2022 年第 2 季 +$1.99 億 (+12.6%)
| 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 | $1.40 億 | 7.9% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $1.02 億 | 5.7% | 00.0% | 不變 | 歷史 |
| RXDXPrometheus Biosciences, Inc. | COM | 1,714,000 | $1.01 億 | 5.7% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $9,762 萬 | 5.5% | +1,345,636+64.8% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,303,700 | $8,904 萬 | 5.0% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 3,984,264 | $7,857 萬 | 4.4% | +500,000+14.4% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $6,741 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,084,000 | $5,867 萬 | 3.3% | −116,000−5.3% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $5,668 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,169,132 | $4,852 萬 | 2.7% | −500,000−18.7% | 減碼 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $4,284 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,571,928 | $4,279 萬 | 2.4% | +1,109,570+45.1% | 加碼 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 2,154,058 | $4,104 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $3,806 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,163,795 | $3,765 萬 | 2.1% | −334,841−9.6% | 減碼 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,432,200 | $3,747 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,200,000 | $3,379 萬 | 1.9% | 00.0% | 不變 | – |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $3,316 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $3,287 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 1,239,000 | $3,114 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 850,000 | $2,967 萬 | 1.7% | +850,000 | 新進 | 歷史 |
| VERUVeru Inc. | COM | 2,500,000 | $2,880 萬 | 1.6% | +2,500,000 | 新進 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $2,831 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 6,871,642 | $2,488 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,427 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $2,384 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $2,353 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,340 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 200,000 | $2,211 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,166 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 1,263,930 | $2,068 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| EXELExelixis, Inc. | COM | 1,250,000 | $1,960 萬 | 1.1% | +1,250,000 | 新進 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,933 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,935,133 | $1,854 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $1,831 萬 | 1.0% | 00.0% | 不變 | – |
| KNTEKinnate Biopharma Inc. | COM | 1,522,559 | $1,820 萬 | 1.0% | −325,000−17.6% | 減碼 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $1,819 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 275,000 | $1,812 萬 | 1.0% | −232,374−45.8% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $1,596 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $1,377 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 570,417 | $1,082 萬 | 0.6% | +570,417 | 新進 | 歷史 |
| ETNB89bio, Inc. | COM | 1,400,000 | $810.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 350,000 | $784.4 萬 | 0.4% | −150,000−30.0% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 70,000 | $722.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $669.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $654.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 698,861 | $642.3 萬 | 0.4% | −1,540,000−68.8% | 減碼 | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 500,000 | $638.5 萬 | 0.4% | +500,000 | 新進 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 425,000 | $634.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,175,000 | $573.4 萬 | 0.3% | 00.0% | 不變 | – |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $538.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $528.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 892,057 | $517.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,251,137 | $503.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $501.0 萬 | 0.3% | 00.0% | 不變 | – |
| EQRXEQRx, Inc. | COM | 1,000,000 | $495.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $490.0 萬 | 0.3% | 00.0% | 不變 | – |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 400,000 | $396.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 2,134,598 | $377.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $345.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $340.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,054,000 | $337.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TCRTAlaunos Therapeutics, Inc. | COM | 1,500,000 | $258.0 萬 | 0.1% | +1,500,000 | 新進 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 1,300,000 | $213.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $198.6 萬 | 0.1% | 00.0% | 不變 | – |
| MREOMereo BioPharma Group plc | SPON ADS | 2,250,000 | $193.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $112.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $61.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CDAKCodiak BioSciences, Inc. | COM | 488,157 | $38.2 萬 | <0.1% | −361,908−42.6% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $35.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 56,950 | $6.80 萬 | <0.1% | 00.0% | 不變 | – |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
2022 年第 2 季之後清倉（9 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TPTXTurning Point Therapeutics, Inc. | COM | 570,745 | $4,295 萬 | 2.7% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 500,000 | $3,714 萬 | 2.4% | – |
| BMEABiomea Fusion, Inc. | COM | 1,188,405 | $1,424 萬 | 0.9% | 歷史 |
| NUVBNuvation Bio Inc. | COM CL A | 4,341,009 | $1,407 萬 | 0.9% | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 1,013,399 | $1,011 萬 | 0.6% | 歷史 |
| SLDBSolid Biosciences Inc. | COM | 5,336,031 | $328.5 萬 | 0.2% | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 724,500 | $228.2 萬 | 0.1% | 歷史 |
| ALGSAligos Therapeutics, Inc. | COM | 1,526,048 | $184.7 萬 | 0.1% | 歷史 |
| ELEVElevation Acquisition Group Inc. | COM | 872,780 | $122.2 萬 | 0.1% | 歷史 |