Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 75
- 較 2022 年第 4 季 +4
- 總值
- $20.4 億
- 較 2022 年第 4 季 +$1.77 億 (+9.6%)
| 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 | $2.04 億 | 10.0% | 00.0% | 不變 | 歷史 |
| RETAReata Pharmaceuticals Inc | CL A | 1,230,004 | $1.12 億 | 5.5% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $1.08 億 | 5.3% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 775,000 | $1.07 億 | 5.2% | +775,000 | 新進 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,576,000 | $1.04 億 | 5.1% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $1.04 億 | 5.1% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,684,264 | $1.01 億 | 5.0% | +700,000+17.6% | 加碼 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $8,807 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 2,000,000 | $7,436 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $7,390 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,084,000 | $6,115 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $4,590 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| SGENSeagen Inc. | COM | 200,000 | $4,049 萬 | 2.0% | +200,000 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,169,132 | $3,573 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $3,496 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 2,000,000 | $3,330 萬 | 1.6% | +500,000+33.3% | 加碼 | 歷史 |
| ETNB89bio, Inc. | COM | 2,100,000 | $3,198 萬 | 1.6% | +700,000+50.0% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 831,495 | $3,181 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $3,157 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $3,025 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 2,154,058 | $2,932 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 850,000 | $2,848 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $2,829 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 7,123,642 | $2,814 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,432,200 | $2,612 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,578 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,511 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $2,467 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,200,000 | $2,304 萬 | 1.1% | 00.0% | 不變 | – |
| IOVAIovance Biotherapeutics, Inc. | COM | 3,705,133 | $2,264 萬 | 1.1% | +2,200,000+146.2% | 加碼 | 歷史 |
| EXELExelixis, Inc. | COM | 1,150,000 | $2,232 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,147 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 825,000 | $2,007 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 2,147,212 | $1,877 萬 | 0.9% | 00.0% | 不變 | – |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,818 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $1,721 萬 | 0.8% | 00.0% | 不變 | – |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,591 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 710,644 | $1,556 萬 | 0.8% | +710,644 | 新進 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,163,795 | $1,509 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $1,454 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,650,000 | $1,297 萬 | 0.6% | +1,650,000 | 新進 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $1,099 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $1,088 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 95,000 | $1,019 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MORFMorphic Holding, Inc. | COM | 200,000 | $752.8 萬 | 0.4% | +200,000 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,054,000 | $600.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 525,000 | $566.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 300,000 | $550.5 萬 | 0.3% | +300,000 | 新進 | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $511.0 萬 | 0.3% | 00.0% | 不變 | – |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 250,000 | $489.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,251,137 | $481.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $469.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $456.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $446.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,336,928 | $420.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 699,047 | $398.5 萬 | 0.2% | +699,047 | 新進 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $380.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 510,000 | $318.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 350,000 | $310.8 萬 | 0.2% | −65,000−15.7% | 減碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 500,000 | $285.0 萬 | 0.1% | −750,000−60.0% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 130,000 | $275.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 698,861 | $275.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $251.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 1,450,000 | $245.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 570,417 | $235.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $204.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $194.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $183.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,250,000 | $159.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TCRTAlaunos Therapeutics, Inc. | COM | 1,500,000 | $94.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 2,913,091 | $66.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $65.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERUVeru Inc. | COM | 347,300 | $40.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $3.20 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $4,000 | <0.1% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（3 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。