Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 79
- 較 2023 年第 1 季 +4
- 總值
- $21.6 億
- 較 2023 年第 1 季 +$1.21 億 (+5.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RETAReata Pharmaceuticals Inc | CL A | 1,430,004 | $1.46 億 | 6.8% | +200,000+16.3% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,576,000 | $1.44 億 | 6.7% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,684,264 | $1.25 億 | 5.8% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $1.10 億 | 5.1% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $8,971 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $8,915 萬 | 4.1% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,676,733 | $7,829 萬 | 3.6% | +845,238+101.7% | 加碼 | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 2,000,000 | $7,226 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 600,000 | $6,871 萬 | 3.2% | −175,000−22.6% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $6,850 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 2,961,000 | $5,587 萬 | 2.6% | +2,961,000 | 新進 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 250,000 | $5,421 萬 | 2.5% | +250,000 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $5,177 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $5,144 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $5,103 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $5,003 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,084,000 | $4,495 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 600,000 | $4,142 萬 | 1.9% | +600,000 | 新進 | 歷史 |
| ETNB89bio, Inc. | COM | 2,100,000 | $3,980 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,602,200 | $3,254 萬 | 1.5% | +170,000+11.9% | 加碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 825,000 | $3,246 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 2,000,000 | $3,242 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 75,000 | $2,923 萬 | 1.4% | +75,000 | 新進 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,920 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,913 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $2,874 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 2,154,058 | $2,852 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 850,000 | $2,788 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $2,644 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 3,705,133 | $2,608 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 7,123,642 | $2,365 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 100,000 | $2,310 萬 | 1.1% | +100,000 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,310 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,819,132 | $2,285 萬 | 1.1% | −350,000−16.1% | 減碼 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $2,265 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| EXELExelixis, Inc. | COM | 1,150,000 | $2,198 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 300,000 | $2,048 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,163,795 | $1,981 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,650,000 | $1,485 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 710,644 | $1,450 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,421 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,732,571 | $1,345 萬 | 0.6% | +678,571+64.4% | 加碼 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 450,000 | $1,270 萬 | 0.6% | +450,000 | 新進 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $1,244 萬 | 0.6% | 00.0% | 不變 | – |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $1,224 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $1,156 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 2,495,018 | $1,123 萬 | 0.5% | +1,795,971+256.9% | 加碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,014,858 | $1,018 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 3,000,000 | $963.0 萬 | 0.4% | +3,000,000 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 95,000 | $847.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,251,137 | $774.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $697.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 525,000 | $621.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 130,000 | $577.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 300,000 | $561.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $465.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,336,928 | $400.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $367.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,000,000 | $329.0 萬 | 0.2% | +1,000,000 | 新進 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 350,000 | $326.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,250,000 | $297.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 1,450,000 | $275.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 570,417 | $274.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 500,000 | $238.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $215.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $205.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 698,861 | $199.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $186.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 250,000 | $175.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 491,000 | $148.8 萬 | 0.1% | −19,000−3.7% | 減碼 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,152,212 | $138.3 萬 | 0.1% | −995,000−46.3% | 減碼 | – |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $129.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 145,654 | $95.8 萬 | <0.1% | 00.0% | 不變依 1 比 20 拆股換算 | 歷史 |
| TCRTAlaunos Therapeutics, Inc. | COM | 1,500,000 | $76.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $50.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VERUVeru Inc. | COM | 347,300 | $41.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 450,000 | $16.7 萬 | <0.1% | +450,000 | 新進 | – |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $4.40 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 | – |
2023 年第 1 季之後清倉（5 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RXDXPrometheus Biosciences, Inc. | COM | 1,897,500 | $2.04 億 | 10.0% | 歷史 |
| SGENSeagen Inc. | COM | 200,000 | $4,049 萬 | 2.0% | 歷史 |
| Bellus Health Inc New07987C204 | COM NEW | 3,200,000 | $2,304 萬 | 1.1% | – |
| MORFMorphic Holding, Inc. | COM | 200,000 | $752.8 萬 | 0.4% | 歷史 |
| Panacea Acquisition Corp. IIG6882C106 | CL A SHS | 500,000 | $511.0 萬 | 0.3% | – |