BCM

Boxer Capital Management Portfolio holdings

AUM $457M
1-Year Est. Return 645.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+645.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.52M
3
+$9.23M
4
TERN icon
Terns Pharmaceuticals
TERN
+$8.67M
5
PRAX icon
Praxis Precision Medicines
PRAX
+$8.65M

Top Sells

1
+$19.7M
2
+$11.3M
3
+$7.11M
4
CYTK icon
Cytokinetics
CYTK
+$6.22M
5
DNLI icon
Denali Therapeutics
DNLI
+$3.63M

Sector Composition

1 Healthcare 99.72%
2 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNGX icon
1
Tango Therapeutics
TNGX
$1.56B
$96.4M 21.09%
10,876,219
+1,104,734
RVMD icon
2
Revolution Medicines
RVMD
$19.6B
$31.9M 6.97%
400,000
KOD icon
3
Kodiak Sciences
KOD
$1.64B
$31.8M 6.95%
1,136,000
+386,000
KYMR icon
4
Kymera Therapeutics
KYMR
$7.21B
$25.6M 5.6%
329,100
+10,000
CELC icon
5
Celcuity
CELC
$5.06B
$22.4M 4.91%
225,000
+135,000
ABVX
6
Abivax
ABVX
$9.11B
$16.9M 3.69%
125,000
+5,000
PTCT icon
7
PTC Therapeutics
PTCT
$5.25B
$15.2M 3.33%
200,000
TERN icon
8
Terns Pharmaceuticals
TERN
$4.56B
$15.2M 3.32%
+375,000
PTGX icon
9
Protagonist Therapeutics
PTGX
$5.85B
$14.8M 3.25%
170,000
+60,000
PRAX icon
10
Praxis Precision Medicines
PRAX
$9.28B
$13.7M 3%
+46,457
URGN icon
11
UroGen Pharma
URGN
$912M
$11.7M 2.56%
500,000
-75,000
CDTX
12
DELISTED
Cidara Therapeutics
CDTX
$11.7M 2.56%
53,000
+5,000
PALI icon
13
Palisade Bio
PALI
$269M
$11.3M 2.47%
+4,799,875
AMLX icon
14
Amylyx Pharmaceuticals
AMLX
$1.67B
$9.66M 2.12%
800,000
-100,000
SRZN icon
15
Surrozen
SRZN
$239M
$9.4M 2.06%
+416,150
CAPR icon
16
Capricor Therapeutics
CAPR
$1.48B
$9.38M 2.05%
+325,000
DFTX
17
Definium Therapeutics
DFTX
$1.7B
$8.01M 1.75%
598,500
+435,000
COGT icon
18
Cogent Biosciences
COGT
$6.27B
$7.99M 1.75%
+225,000
REPL icon
19
Replimune Group
REPL
$599M
$7.29M 1.6%
750,000
-300,000
QURE icon
20
uniQure
QURE
$621M
$6.94M 1.52%
290,000
-510,000
CYTK icon
21
Cytokinetics
CYTK
$7.44B
$6.35M 1.39%
100,000
-100,000
HELP
22
Cybin Inc
HELP
$385M
$5.85M 1.28%
+715,000
PGEN icon
23
Precigen
PGEN
$1.3B
$5.75M 1.26%
1,375,000
+525,000
CTNM
24
Contineum Therapeutics
CTNM
$557M
$5.65M 1.24%
+494,000
CBIO
25
Crescent Biopharma
CBIO
$348M
$5.38M 1.18%
453,686
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