BCM

Boxer Capital Management Portfolio holdings

AUM $314M
1-Year Est. Return 361.23%
This Quarter Est. Return
1 Year Est. Return
+361.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$11M
3
+$10.2M
4
INO icon
Inovio Pharmaceuticals
INO
+$5.38M
5
CELC icon
Celcuity
CELC
+$4.45M

Top Sells

1
+$23.1M
2
+$18.4M
3
+$8.23M
4
KYMR icon
Kymera Therapeutics
KYMR
+$6.39M
5
QURE icon
uniQure
QURE
+$5.81M

Sector Composition

1 Healthcare 99.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNGX icon
1
Tango Therapeutics
TNGX
$1.4B
$82.1M 26.16%
9,771,485
QURE icon
2
uniQure
QURE
$1.66B
$46.7M 14.88%
800,000
-99,500
RVMD icon
3
Revolution Medicines
RVMD
$14.7B
$18.7M 5.95%
400,000
-392,977
KYMR icon
4
Kymera Therapeutics
KYMR
$4.81B
$18.1M 5.76%
319,100
-112,910
KOD icon
5
Kodiak Sciences
KOD
$1.16B
$12.3M 3.91%
750,000
PTCT icon
6
PTC Therapeutics
PTCT
$6.36B
$12.3M 3.91%
+200,000
AMLX icon
7
Amylyx Pharmaceuticals
AMLX
$1.56B
$12.2M 3.9%
900,000
-325,000
URGN icon
8
UroGen Pharma
URGN
$1.33B
$11.5M 3.66%
575,000
MRUS icon
9
Merus
MRUS
$7.28B
$11.3M 3.6%
120,000
-245,000
CYTK icon
10
Cytokinetics
CYTK
$8.08B
$11M 3.5%
+200,000
ABVX
11
Abivax
ABVX
$9.34B
$10.2M 3.25%
+120,000
PTGX icon
12
Protagonist Therapeutics
PTGX
$5.35B
$7.31M 2.33%
110,000
+50,000
NKTR icon
13
Nektar Therapeutics
NKTR
$1.24B
$7.11M 2.27%
125,000
CBIO
14
Crescent Biopharma
CBIO
$239M
$5.39M 1.72%
453,686
INO icon
15
Inovio Pharmaceuticals
INO
$132M
$5.38M 1.72%
+2,300,000
SRPT icon
16
Sarepta Therapeutics
SRPT
$2.07B
$4.82M 1.54%
250,000
+225,000
CDTX icon
17
Cidara Therapeutics
CDTX
$6.91B
$4.6M 1.47%
48,000
-7,000
CELC icon
18
Celcuity
CELC
$4.56B
$4.45M 1.42%
+90,000
REPL icon
19
Replimune Group
REPL
$762M
$4.4M 1.4%
1,050,000
-1,161,341
SLDB icon
20
Solid Biosciences
SLDB
$406M
$3.7M 1.18%
+600,000
DNLI icon
21
Denali Therapeutics
DNLI
$2.66B
$3.63M 1.16%
+250,000
PGEN icon
22
Precigen
PGEN
$1.28B
$2.8M 0.89%
+850,000
APGE icon
23
Apogee Therapeutics
APGE
$4.71B
$1.99M 0.63%
+50,000
MNMD icon
24
MindMed
MNMD
$1.19B
$1.93M 0.61%
+163,500
MLTX icon
25
MoonLake Immunotherapeutics
MLTX
$939M
$1.79M 0.57%
+250,000
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