BCM

Boxer Capital Management Portfolio holdings

AUM $762M
1-Year Est. Return 1,125.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1,125.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$762M
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$17.6M
3 +$10.1M
4
VIR icon
Vir Biotechnology
VIR
+$9.89M
5
CORT icon
Corcept Therapeutics
CORT
+$9.35M

Top Sells

1 +$11.7M
2 +$568K
3 +$485K
4
NUVB.WS
Nuvation Bio Inc Warrants
NUVB.WS
+$88K
5
INO icon
Inovio Pharmaceuticals
INO
+$82.3K

Sector Composition

1 Healthcare 99.69%
2 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TNGX icon
1
Tango Therapeutics
TNGX
$3.18B
$228M 29.87%
10,876,219
KOD icon
2
Kodiak Sciences
KOD
$2.3B
$51.9M 6.81%
1,361,000
+225,000
RVMD icon
3
Revolution Medicines
RVMD
$33.5B
$48.6M 6.38%
500,000
+100,000
KYMR icon
4
Kymera Therapeutics
KYMR
$6.7B
$27.4M 3.6%
329,100
CELC icon
5
Celcuity
CELC
$6.48B
$25.7M 3.37%
225,000
SRZN icon
6
Surrozen
SRZN
$304M
$22.3M 2.93%
766,318
+350,168
ABVX
7
Abivax
ABVX
$10.6B
$22.3M 2.92%
200,000
+75,000
TERN
8
DELISTED
Terns Pharmaceuticals
TERN
$19.8M 2.6%
375,000
PCVX icon
9
Vaxcyte
PCVX
$7.42B
$18.9M 2.48%
+325,000
CAPR icon
10
Capricor Therapeutics
CAPR
$1.74B
$17.9M 2.35%
590,000
+265,000
PTGX icon
11
Protagonist Therapeutics
PTGX
$6.4B
$17.9M 2.35%
170,000
VIR icon
12
Vir Biotechnology
VIR
$1.61B
$16.7M 2.2%
1,866,000
+1,241,000
CRVS icon
13
Corvus Pharmaceuticals
CRVS
$1.04B
$16.1M 2.11%
+1,100,000
PRAX icon
14
Praxis Precision Medicines
PRAX
$9.76B
$15M 1.97%
46,457
PTCT icon
15
PTC Therapeutics
PTCT
$6.13B
$13.6M 1.79%
200,000
PGEN icon
16
Precigen
PGEN
$1.55B
$13.5M 1.78%
3,500,000
+2,125,000
DFTX
17
Definium Therapeutics
DFTX
$2.64B
$11.3M 1.49%
598,500
AMLX icon
18
Amylyx Pharmaceuticals
AMLX
$1.6B
$11.1M 1.46%
800,000
QURE icon
19
uniQure
QURE
$1.8B
$10.8M 1.42%
662,000
+372,000
IRD
20
Opus Genetics
IRD
$355M
$10.2M 1.34%
+2,250,000
CORT icon
21
Corcept Therapeutics
CORT
$7.46B
$10.1M 1.32%
+250,000
URGN icon
22
UroGen Pharma
URGN
$1.37B
$8.99M 1.18%
500,000
REPL icon
23
Replimune Group
REPL
$718M
$8.99M 1.18%
1,175,000
+425,000
COGT icon
24
Cogent Biosciences
COGT
$5.97B
$8.66M 1.14%
225,000
PALI icon
25
Palisade Bio
PALI
$368M
$8.4M 1.1%
4,799,875