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BCM
Boxer Capital Management Portfolio holdings
AUM
$762M
1-Year Est. Return
1,125.36%
This Fund
S&P 500
This Quarter
Est. Return
+54.02%
1 Year Est. Return
+1,125.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$762M
AUM Growth
+$305M
(+67%)
Cap. Flow
+$141M
Cap. Flow
% of AUM
18.47%
Top 10 Holdings %
Top 10 Hldgs %
63.32%
Holding
56
New
11
Increased
13
Reduced
3
Closed
2
Top Buys
| 1 |
Vaxcyte
PCVX
|
+$17.6M |
| 2 |
Corvus Pharmaceuticals
CRVS
|
+$17.6M |
| 3 |
Revolution Medicines
RVMD
|
+$10.1M |
| 4 |
Vir Biotechnology
VIR
|
+$9.89M |
| 5 |
Corcept Therapeutics
CORT
|
+$9.35M |
Top Sells
| 1 |
CDTX
Cidara Therapeutics
CDTX
|
+$11.7M |
| 2 |
PepGen
PEPG
|
+$568K |
| 3 |
HELP
Cybin Inc
HELP
|
+$485K |
| 4 |
NUVB.WS
Nuvation Bio Inc Warrants
NUVB.WS
|
+$88K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
CBIO
26
Crescent Biopharma
CBIO
$431M
| $8.33M | 1.09% |
453,686
| – | – |
|
|
SLNO
27
DELISTED
Soleno Therapeutics
SLNO
| $6.7M | 0.88% |
+200,000
| New | +$7.84M |
|
28
Allogene Therapeutics
ALLO
$642M
| $6.65M | 0.87% |
+2,725,000
| New | +$5.46M |
|
29
Cytokinetics
CYTK
$11.3B
| $6.59M | 0.87% |
100,000
| – | – |
|
|
CTNM
30
Contineum Therapeutics
CTNM
$547M
| $6.45M | 0.85% |
494,000
| – | – |
|
31
Apogee Therapeutics
APGE
$10.1B
| $5.89M | 0.77% |
70,000
| – | – |
|
32
Relmada Therapeutics
RLMD
$645M
| $5.86M | 0.77% |
+842,106
| New | +$3.98M |
|
33
Zura Bio
ZURA
$499M
| $5.36M | 0.7% |
900,000
+850,000
| +1,700% | +$5.13M |
|
34
MoonLake Immunotherapeutics
MLTX
$1.64B
| $5.13M | 0.67% |
275,000
| – | – |
|
35
Avalo Therapeutics
AVTX
$955M
| $4.48M | 0.59% |
300,000
+25,000
| +9% | +$391K |
|
|
36
Inovio Pharmaceuticals
INO
$95.4M
| $4.12M | 0.54% |
2,370,122
-50,000
| -2% | -$82.3K |
|
37
Structure Therapeutics
GPCR
$3.47B
| $3.62M | 0.47% |
75,000
| – | – |
|
38
Sarepta Therapeutics
SRPT
$1.84B
| $3.26M | 0.43% |
150,000
| – | – |
|
|
HELP
39
Cybin Inc
HELP
$436M
| $3.07M | 0.4% |
640,000
-75,000
| -10% | -$485K |
|
40
Ocular Therapeutix
OCUL
$2.15B
| $2.96M | 0.39% |
+350,000
| New | +$3.34M |
|
41
AN2 Therapeutics
ANTX
$170M
| $2.56M | 0.34% |
+749,035
| New | +$1.55M |
|
42
Clene
CLNN
$76.7M
| $2.35M | 0.31% |
477,515
+277,778
| +139% | +$1.42M |
|
43
Oric Pharmaceuticals
ORIC
$1.13B
| $2.24M | 0.29% |
+176,500
| New | +$2M |
|
44
Solid Biosciences
SLDB
$921M
| $2.16M | 0.28% |
300,000
| – | – |
|
45
Invivyd
IVVD
$236M
| $1.95M | 0.26% |
1,500,000
| – | – |
|
|
LBRX
46
LB Pharmaceuticals
LBRX
$911M
| $1.73M | 0.23% |
70,000
| – | – |
|
47
Karyopharm Therapeutics
KPTI
$214M
| $1.69M | 0.22% |
302,536
+50,000
| +20% | +$381K |
|
48
Nurix Therapeutics
NRIX
$2.44B
| $1.55M | 0.2% |
100,000
| – | – |
|
|
UPB
49
Upstream Bio Inc
UPB
$389M
| $1.35M | 0.18% |
150,000
| – | – |
|
50
Milestone Pharmaceuticals
MIST
$157M
| $793K | 0.1% |
666,666
| – | – |
|
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