Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 59
- 較 2023 年第 4 季 +7
- 總值
- $20.2 億
- 較 2023 年第 4 季 +$1,838 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $1.68 億 | 8.3% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $1.47 億 | 7.3% | 00.0% | 不變 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,279,464 | $1.38 億 | 6.8% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $1.06 億 | 5.2% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,726,000 | $1.01 億 | 5.0% | 00.0% | 不變 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $9,666 萬 | 4.8% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $8,556 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 650,000 | $8,415 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,120,192 | $8,412 萬 | 4.2% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $7,820 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 8,198,642 | $6,510 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| NKTXNkarta, Inc. | COM | 5,607,350 | $6,062 萬 | 3.0% | +4,167,350+289.4% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 8,215,910 | $6,030 萬 | 3.0% | +7,715,910+1,543.2% | 加碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,727,388 | $4,408 萬 | 2.2% | +606,061+54.0% | 加碼 | – |
| AKROAkero Therapeutics, Inc. | COM | 1,676,733 | $4,235 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $3,950 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 100,000 | $3,937 萬 | 1.9% | −60,000−37.5% | 減碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 600,000 | $3,365 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $3,192 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,602,200 | $3,025 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $2,928 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 825,000 | $2,666 萬 | 1.3% | −175,000−17.5% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,583 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ARVNArvinas, Inc. | COM | 608,614 | $2,512 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 1,804,058 | $2,461 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 300,000 | $2,460 萬 | 1.2% | +300,000 | 新進 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,732,571 | $2,382 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 1,000,000 | $2,133 萬 | 1.1% | +1,000,000 | 新進 | 歷史 |
| GERNGeron Corp | COM | 6,000,000 | $1,980 萬 | 1.0% | +3,000,000+100.0% | 加碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,966 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 2,000,000 | $1,888 萬 | 0.9% | +1,250,000+166.7% | 加碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,590,000 | $1,886 萬 | 0.9% | −60,000−3.6% | 減碼 | 歷史 |
| ALLOAllogene Therapeutics, Inc. | COM | 3,850,000 | $1,721 萬 | 0.8% | +3,850,000 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 400,000 | $1,714 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 690,000 | $1,709 萬 | 0.8% | +25,000+3.8% | 加碼 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 1,545,000 | $1,545 萬 | 0.8% | +1,545,000 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,819,132 | $1,510 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| PSTXPoseida Therapeutics, Inc. | COM | 4,475,000 | $1,428 萬 | 0.7% | +4,475,000 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 727,900 | $1,234 萬 | 0.6% | +727,900 | 新進 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 2,568,287 | $1,217 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 671,358 | $1,181 萬 | 0.6% | +25,300+3.9% | 加碼 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 750,000 | $1,112 萬 | 0.5% | −650,000−46.4% | 減碼 | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM NEW | 350,000 | $1,028 萬 | 0.5% | +350,000 | 新進 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 711,329 | $1,014 萬 | 0.5% | +711,329 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 250,000 | $948.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 1,750,000 | $731.5 萬 | 0.4% | +1,750,000 | 新進 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 450,000 | $709.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,500,000 | $426.0 萬 | 0.2% | +1,500,000 | 新進 | 歷史 |
| ABSIAbsci Corp | COM | 700,000 | $397.6 萬 | 0.2% | +700,000 | 新進 | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 4,150,000 | $288.0 萬 | 0.1% | +4,150,000 | 新進 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 506,000 | $256.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25460G716 | DAILY S&P BIOTEC | 350,000 | $255.2 萬 | 0.1% | +350,000 | 新進 | – |
| BCABBioAtla, Inc. | COM | 686,347 | $236.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 238,193 | $125.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 209,227 | $83.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 309,007 | $55.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 500,000 | $37.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $8.07 萬 | <0.1% | 00.0% | 不變 | – |
| Surrozen, Inc.86889P117 | *W EXP 08/01/203 | 66,666 | $2,167 | <0.1% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉（6 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRTXMirati Therapeutics, Inc. | COM | 3,201,440 | $1.88 億 | 9.4% | 歷史 |
| IMGNImmunoGen, Inc. | COM | 2,961,000 | $8,779 萬 | 4.4% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 250,000 | $7,913 萬 | 3.9% | 歷史 |
| KODKodiak Sciences Inc. | COM | 600,000 | $182.4 萬 | 0.1% | 歷史 |
| Rain Oncology Inc.75082Q105 | COM | 1,152,212 | $138.3 萬 | 0.1% | – |
| BCELAtreca, Inc. | CL A COM | 2,202,333 | $29.1 萬 | <0.1% | 歷史 |