Boxer Capital, LLC
- SEC CIK
- 0001465837
- 最新申報
- 2025/2/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 68
- 較 2024 年第 2 季 +7
- 總值
- $20.4 億
- 較 2024 年第 2 季 +$1.39 億 (+7.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 4,279,464 | $1.94 億 | 9.5% | 00.0% | 不變 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 6,448,359 | $1.52 億 | 7.4% | 00.0% | 不變 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,120,192 | $1.15 億 | 5.6% | 00.0% | 不變 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 500,000 | $1.12 億 | 5.5% | 00.0% | 不變 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 2,100,000 | $1.11 億 | 5.4% | 00.0% | 不變 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 3,421,541 | $1.10 億 | 5.4% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 1,900,000 | $9,492 萬 | 4.7% | 00.0% | 不變 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 650,000 | $8,118 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 1,727,388 | $7,934 萬 | 3.9% | 00.0% | 不變 | – |
| IDYAIDEAYA Biosciences, Inc. | COM | 2,202,812 | $6,979 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 8,198,642 | $6,313 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 100,000 | $5,421 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,726,000 | $4,978 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,676,733 | $4,811 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| ANABAnaptysbio, Inc | COM | 1,300,000 | $4,355 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 400,000 | $3,595 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 2,946,915 | $3,009 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 600,000 | $2,924 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 6,000,000 | $2,724 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 2,000,000 | $2,710 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 1,466,051 | $2,708 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| RCUSArcus Biosciences, Inc. | COM | 1,602,200 | $2,450 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| TILInstil Bio, Inc. | COM NEW | 355,500 | $2,393 萬 | 1.2% | +355,500 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 600,000 | $2,362 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| IMVTImmunovant, Inc. | COM | 825,000 | $2,352 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| KYMRKymera Therapeutics, Inc. | COM | 450,000 | $2,130 萬 | 1.0% | +450,000 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 696,480 | $2,048 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| KURAKura Oncology, Inc. | COM | 1,000,000 | $1,954 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,590,000 | $1,841 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NKTXNkarta, Inc. | COM | 4,029,606 | $1,821 萬 | 0.9% | −1,577,744−28.1% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 1,732,571 | $1,776 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 400,000 | $1,756 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| FATEFate Therapeutics Inc | COM | 4,960,910 | $1,736 萬 | 0.9% | −3,255,000−39.6% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 671,358 | $1,715 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| REPLReplimune Group, Inc. | COM | 1,536,341 | $1,684 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 1,189,943 | $1,658 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 907,895 | $1,520 萬 | 0.7% | +250,000+38.0% | 加碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 608,614 | $1,499 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 2,603,190 | $1,325 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 1,819,132 | $1,288 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 563,067 | $1,265 萬 | 0.6% | +563,067 | 新進 | 歷史 |
| PRTAProthena Corp Public Ltd Co | SHS | 690,000 | $1,154 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| QUREuniQure N.V. | SHS | 2,225,000 | $1,097 萬 | 0.5% | +2,225,000 | 新進 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 179,000 | $1,051 萬 | 0.5% | +179,000 | 新進 | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 650,000 | $776.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 750,000 | $704.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 3,900,000 | $666.9 萬 | 0.3% | −1,001,603−20.4% | 減碼 | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM NEW | 350,000 | $658.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SANASana Biotechnology, Inc. | COM | 1,545,000 | $642.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 752,000 | $627.2 萬 | 0.3% | +752,000 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 750,000 | $600.8 萬 | 0.3% | +750,000 | 新進 | 歷史 |
| PSTXPoseida Therapeutics, Inc. | COM | 2,000,000 | $572.0 萬 | 0.3% | −2,475,000−55.3% | 減碼 | 歷史 |
| SMMTSummit Therapeutics Inc. | COM | 250,000 | $547.5 萬 | 0.3% | +250,000 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 727,900 | $480.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PRLDPrelude Therapeutics Inc | COM | 1,708,187 | $353.6 萬 | 0.2% | −860,100−33.5% | 減碼 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 135,000 | $343.8 萬 | 0.2% | +135,000 | 新進 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 1,817,000 | $343.4 萬 | 0.2% | +1,817,000 | 新進 | 歷史 |
| BOLDBoundless Bio, Inc. | COM | 711,329 | $246.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 506,000 | $220.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 450,000 | $165.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 811,627 | $148.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OBIOOrchestra BioMed Holdings, Inc. | COM | 238,193 | $122.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 300,000 | $121.8 萬 | 0.1% | +300,000 | 新進 | 歷史 |
| BCABBioAtla, Inc. | COM | 686,347 | $120.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 309,007 | $47.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 250,000 | $17.5 萬 | <0.1% | +250,000 | 新進 | 歷史 |
| Nuvation Bio Inc.67080N119 | *W EXP 07/07/202 | 266,666 | $2.61 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 | – |
2024 年第 2 季之後清倉（5 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ALLOAllogene Therapeutics, Inc. | COM | 3,850,000 | $897.0 萬 | 0.5% | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,500,000 | $285.0 萬 | 0.2% | 歷史 |
| ABSIAbsci Corp | COM | 700,000 | $215.6 萬 | 0.1% | 歷史 |
| ATRAAtara Biotherapeutics, Inc. | COM | 166,000 | $141.1 萬 | 0.1% | 歷史 |
| DBVTDBV Technologies S.A. | SPONSORED ADR | 250,000 | $20.0 萬 | <0.1% | 歷史 |