Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/14 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 73
- 較 2023 年第 2 季 −6
- 總值
- $18.8 億
- 較 2023 年第 2 季 −$2.78 億 (−12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 3,201,440 | $1.39 億 | 7.4% | +1,201,440+60.1% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,684,264 | $1.30 億 | 6.9% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $8,994 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $8,879 萬 | 4.7% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,676,733 | $8,481 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 7,123,642 | $8,021 萬 | 4.3% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $7,911 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 600,000 | $7,273 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,726,000 | $6,566 萬 | 3.5% | +150,000+9.5% | 加碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $6,187 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $5,943 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,210,192 | $5,563 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 2,961,000 | $4,699 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $4,480 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 250,000 | $4,227 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 85,000 | $4,179 萬 | 2.2% | +10,000+13.3% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 600,000 | $4,030 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,084,000 | $3,816 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 500,000 | $3,651 萬 | 1.9% | +500,000 | 新進 | – |
| PRTAProthena Corp Public Ltd Co | SHS | 625,000 | $3,016 萬 | 1.6% | +325,000+108.3% | 加碼 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $3,004 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 850,000 | $2,952 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 750,000 | $2,879 萬 | 1.5% | +750,000 | 新進 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,602,200 | $2,876 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,827 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $2,796 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| EXELExelixis, Inc. | COM | 1,150,000 | $2,513 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $2,335 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $2,251 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 2,000,000 | $2,214 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,050 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 1,804,058 | $1,975 萬 | 1.1% | −350,000−16.2% | 減碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,163,795 | $1,943 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 3,705,133 | $1,686 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,668 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,650,000 | $1,589 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,819,132 | $1,530 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 100,000 | $1,460 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,460 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,732,571 | $1,048 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $972.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $962.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 2,206,983 | $915.9 萬 | 0.5% | +2,206,983 | 新進 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 450,000 | $902.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 95,000 | $889.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 646,058 | $882.5 萬 | 0.5% | −64,586−9.1% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 2,495,018 | $771.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $715.4 萬 | 0.4% | 00.0% | 不變 | – |
| GERNGeron Corp | COM | 3,000,000 | $636.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 6,497,700 | $541.1 萬 | 0.3% | +3,160,772+94.7% | 加碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 525,000 | $511.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 770,708 | $498.6 萬 | 0.3% | −480,429−38.4% | 減碼 | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 300,000 | $498.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 520,417 | $332.5 萬 | 0.2% | −50,000−8.8% | 減碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 2,000,000 | $254.0 萬 | 0.1% | +1,000,000+100.0% | 加碼 | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $222.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 238,193 | $207.7 萬 | 0.1% | −11,807−4.7% | 減碼 | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $180.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 506,000 | $145.2 萬 | 0.1% | −1,508,858−74.9% | 減碼 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 985,100 | $134.0 萬 | 0.1% | −464,900−32.1% | 減碼 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $116.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 600,000 | $108.0 萬 | 0.1% | +600,000 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 500,000 | $106.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,152,212 | $99.3 萬 | 0.1% | 00.0% | 不變 | – |
| MISTMilestone Pharmaceuticals Inc. | COM | 309,007 | $95.8 萬 | 0.1% | −389,854−55.8% | 減碼 | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 166,955 | $64.9 萬 | <0.1% | +166,955 | 新進 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $57.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $53.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 150,000 | $40.4 萬 | <0.1% | −200,000−57.1% | 減碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $34.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TCRTAlaunos Therapeutics, Inc. | COM | 1,100,000 | $14.5 萬 | <0.1% | −400,000−26.7% | 減碼 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $2.67 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $2,747 | <0.1% | 00.0% | 不變 | – |
2023 年第 2 季之後清倉（11 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RETAReata Pharmaceuticals Inc | CL A | 1,430,004 | $1.46 億 | 6.8% | 歷史 |
| ETNB89bio, Inc. | COM | 2,100,000 | $3,980 萬 | 1.8% | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 825,000 | $3,246 萬 | 1.5% | 歷史 |
| CABACabaletta Bio, Inc. | COM | 540,000 | $697.1 萬 | 0.3% | 歷史 |
| IRONDisc Medicine, Inc. | COM | 130,000 | $577.2 萬 | 0.3% | 歷史 |
| RNACCartesian Therapeutics, Inc. | COM | 3,284,072 | $367.8 萬 | 0.2% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 2,250,000 | $297.0 萬 | 0.1% | 歷史 |
| KNTEKinnate Biopharma Inc. | COM | 491,000 | $148.8 萬 | 0.1% | 歷史 |
| LITSLite Strategy, Inc. | COM NEW | 145,654 | $95.8 萬 | <0.1% | 歷史 |
| VERUVeru Inc. | COM | 347,300 | $41.3 萬 | <0.1% | 歷史 |
| Bellicum Pharmaceuticals, Inc079481404 | COM NEW | 450,000 | $16.7 萬 | <0.1% | – |