Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 71
- 較 2022 年第 3 季 −2
- 總值
- $18.6 億
- 較 2022 年第 3 季 +$8,005 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RXDXPrometheus Biosciences, Inc. | COM | 1,897,500 | $2.09 億 | 11.2% | +183,500+10.7% | 加碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $1.10 億 | 5.9% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $9,622 萬 | 5.2% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 3,984,264 | $9,491 萬 | 5.1% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 2,000,000 | $9,062 萬 | 4.9% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $8,899 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,576,000 | $8,149 萬 | 4.4% | +272,300+20.9% | 加碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,084,000 | $7,700 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 7,123,642 | $5,165 萬 | 2.8% | +252,000+3.7% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $4,901 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 1,230,004 | $4,673 萬 | 2.5% | −8,996−0.7% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $4,557 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 2,154,058 | $4,207 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $4,173 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $4,029 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $4,003 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $3,604 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,169,132 | $3,241 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $3,085 萬 | 1.7% | +400,000 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,432,200 | $2,962 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $2,939 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,869 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,839 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 850,000 | $2,787 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,163,795 | $2,753 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,200,000 | $2,630 萬 | 1.4% | 00.0% | 不變 | – |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $2,561 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $2,488 萬 | 1.3% | 00.0% | 不變 | – |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,366 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 8,100,000 | $1,960 萬 | 1.1% | +8,100,000 | 新進 | 歷史 |
| EXELExelixis, Inc. | COM | 1,150,000 | $1,845 萬 | 1.0% | −100,000−8.0% | 減碼 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,823 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $1,808 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 1,400,000 | $1,782 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 825,000 | $1,766 萬 | 1.0% | +825,000 | 新進 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 2,147,212 | $1,718 萬 | 0.9% | +972,212+82.7% | 加碼 | – |
| VKTXViking Therapeutics, Inc. | COM | 1,500,000 | $1,410 萬 | 0.8% | +1,500,000 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $1,345 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 1,250,000 | $1,261 萬 | 0.7% | +900,000+257.1% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 95,000 | $1,160 萬 | 0.6% | +25,000+35.7% | 加碼 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $1,133 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,505,133 | $961.8 萬 | 0.5% | −430,000−22.2% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,054,000 | $736.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,336,928 | $724.1 萬 | 0.4% | −235,000−6.6% | 減碼 | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $620.8 萬 | 0.3% | 00.0% | 不變 | – |
| COGTCogent Biosciences, Inc. | COM | 525,000 | $606.9 萬 | 0.3% | +100,000+23.5% | 加碼 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $566.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 150,000 | $513.1 萬 | 0.3% | +150,000 | 新進 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $499.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $430.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $371.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $362.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 510,000 | $311.1 萬 | 0.2% | −1,012,559−66.5% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 698,861 | $276.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $251.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | ORD SHS | 250,000 | $249.5 萬 | 0.1% | −150,000−37.5% | 減碼 | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $246.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 570,417 | $245.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 1,450,000 | $221.8 萬 | 0.1% | −684,598−32.1% | 減碼 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 415,000 | $206.7 萬 | 0.1% | −477,057−53.5% | 減碼 | 歷史 |
| VERUVeru Inc. | COM | 347,300 | $183.4 萬 | 0.1% | −2,152,700−86.1% | 減碼 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $176.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,250,000 | $168.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCRTAlaunos Therapeutics, Inc. | COM | 1,500,000 | $97.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $71.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $56.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 130,000 | $17.6 萬 | <0.1% | 00.0% | 不變依 1 比 10 拆股換算 | 歷史 |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 56,950 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $3.85 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $4,393 | <0.1% | 00.0% | 不變 | – |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,251,137 | – | – | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（7 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SRPTSarepta Therapeutics, Inc. | COM | 200,000 | $2,211 萬 | 1.2% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 1,263,930 | $2,068 萬 | 1.2% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 275,000 | $1,812 萬 | 1.0% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 500,000 | $638.5 萬 | 0.4% | 歷史 |
| BCLS Acquisition CorpG0904B105 | COM CL A | 500,000 | $501.0 萬 | 0.3% | – |
| Omega Alpha SpacG6749V107 | CL A | 200,000 | $198.6 萬 | 0.1% | – |
| CDAKCodiak BioSciences, Inc. | COM | 488,157 | $38.2 萬 | <0.1% | 歷史 |