Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 52
- 較 2023 年第 3 季 −21
- 總值
- $20.1 億
- 較 2023 年第 3 季 +$1.28 億 (+6.8%)
| 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 | $1.88 億 | 9.4% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $1.75 億 | 8.7% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $1.25 億 | 6.2% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,279,464 | $1.23 億 | 6.1% | −404,800−8.6% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,726,000 | $1.03 億 | 5.1% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $9,018 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $8,931 萬 | 4.5% | 00.0% | 不變 | 歷史 |
| IMGNImmunoGen, Inc. | COM | 2,961,000 | $8,779 萬 | 4.4% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,120,192 | $8,243 萬 | 4.1% | −90,000−7.4% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 8,198,642 | $8,117 萬 | 4.0% | +1,075,000+15.1% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 250,000 | $7,913 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $7,838 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 650,000 | $6,268 萬 | 3.1% | +50,000+8.3% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 160,000 | $6,087 萬 | 3.0% | +75,000+88.2% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $5,225 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $4,394 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,000,000 | $4,213 萬 | 2.1% | +250,000+33.3% | 加碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,676,733 | $3,915 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 600,000 | $3,610 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $3,184 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,602,200 | $3,060 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $2,785 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,764 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 608,614 | $2,505 萬 | 1.2% | +608,614 | 新進 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 665,000 | $2,417 萬 | 1.2% | +40,000+6.4% | 加碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,650,000 | $2,021 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,819,132 | $2,003 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 1,804,058 | $1,975 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,737 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 400,000 | $1,630 萬 | 0.8% | +400,000 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,732,571 | $1,594 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,400,000 | $1,138 萬 | 0.6% | −2,305,133−62.2% | 減碼 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 2,568,287 | $1,097 萬 | 0.5% | +73,269+2.9% | 加碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,121,327 | $1,015 萬 | 0.5% | 00.0% | 不變 | – |
| NKTXNkarta, Inc. | COM | 1,440,000 | $950.4 萬 | 0.5% | +1,440,000 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 646,058 | $894.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 750,000 | $822.8 萬 | 0.4% | +229,583+44.1% | 加碼 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 450,000 | $681.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 3,000,000 | $633.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 250,000 | $538.0 萬 | 0.3% | +250,000 | 新進 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 238,193 | $217.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 500,000 | $187.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KODKodiak Sciences Inc. | COM | 600,000 | $182.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $168.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 506,000 | $142.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,152,212 | $138.3 萬 | 0.1% | 00.0% | 不變 | – |
| MISTMilestone Pharmaceuticals Inc. | COM | 309,007 | $51.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 500,000 | $47.6 萬 | <0.1% | −485,100−49.2% | 減碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $39.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $29.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $1,333 | <0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（25 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 2,084,000 | $3,816 萬 | 2.0% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 500,000 | $3,651 萬 | 1.9% | – |
| VTYXVentyx Biosciences, Inc. | COM | 850,000 | $2,952 萬 | 1.6% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 2,325,000 | $2,827 萬 | 1.5% | 歷史 |
| EXELExelixis, Inc. | COM | 1,150,000 | $2,513 萬 | 1.3% | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 1,094,000 | $2,251 萬 | 1.2% | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 2,000,000 | $2,214 萬 | 1.2% | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 3,163,795 | $1,943 萬 | 1.0% | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 2,500,000 | $1,668 萬 | 0.9% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 100,000 | $1,460 萬 | 0.8% | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 1,074,082 | $972.0 萬 | 0.5% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,224,892 | $962.8 萬 | 0.5% | 歷史 |
| ABOSAcumen Pharmaceuticals, Inc. | COM | 2,206,983 | $915.9 萬 | 0.5% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 95,000 | $889.6 萬 | 0.5% | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 6,497,700 | $541.1 萬 | 0.3% | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 525,000 | $511.9 萬 | 0.3% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 770,708 | $498.6 萬 | 0.3% | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 300,000 | $498.6 萬 | 0.3% | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 2,000,000 | $254.0 萬 | 0.1% | 歷史 |
| EQRXEQRx, Inc. | COM | 1,000,000 | $222.0 萬 | 0.1% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 459,836 | $180.3 萬 | 0.1% | 歷史 |
| VRCAVerrica Pharmaceuticals Inc. | COM | 166,955 | $64.9 萬 | <0.1% | 歷史 |
| NGMNGM Biopharmaceuticals Inc | COM | 500,000 | $53.5 萬 | <0.1% | 歷史 |
| THRXTheseus Pharmaceuticals, Inc. | COM | 150,000 | $40.4 萬 | <0.1% | 歷史 |
| TCRTAlaunos Therapeutics, Inc. | COM | 1,100,000 | $14.5 萬 | <0.1% | 歷史 |