BCM
Boxer Capital Management Portfolio holdings
AUM
$199M
This Quarter Return
+9.43%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.17B
AUM Growth
–
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.16%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Revolution Medicines
RVMD
|
$187M |
| 2 |
SWTX
SpringWorks Therapeutics
SWTX
|
$124M |
| 3 |
Nuvalent
NUVL
|
$87.7M |
| 4 |
Merus
MRUS
|
$79.9M |
| 5 |
Avidity Biosciences
RNA
|
$50.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 99.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Structure Therapeutics
GPCR
$1.14B
| $13.6M | 1.15% |
+500,000
| New | +$13.6M |
|
27
KalVista Pharmaceuticals
KALV
$765M
| $13.5M | 1.15% |
+1,590,000
| New | +$13.5M |
|
28
uniQure
QURE
$973M
| $13.2M | 1.13% |
+750,000
| New | +$13.2M |
|
29
Cullinan Oncology
CGEM
$408M
| $11.1M | 0.94% |
+907,895
| New | +$11.1M |
|
30
Spyre Therapeutics
SYRE
$1.03B
| $10.9M | 0.93% |
+466,680
| New | +$10.9M |
|
31
Nurix Therapeutics
NRIX
$697M
| $10.6M | 0.9% |
+563,067
| New | +$10.6M |
|
32
Kodiak Sciences
KOD
$452M
| $9.95M | 0.85% |
+1,000,000
| New | +$9.95M |
|
33
Prothena Corp
PRTA
$442M
| $9.56M | 0.81% |
+690,000
| New | +$9.56M |
|
34
Jasper Therapeutics
JSPR
$43.7M
| $7.48M | 0.64% |
+350,000
| New | +$7.48M |
|
|
ITOS
35
DELISTED
iTeos Therapeutics
ITOS
| $7.27M | 0.62% |
+946,915
| New | +$7.27M |
|
|
CMRX
36
DELISTED
Chimerix, Inc.
CMRX
| $7.17M | 0.61% |
+2,060,000
| New | +$7.17M |
|
37
Instil Bio
TIL
$205M
| $6.79M | 0.58% |
+355,500
| New | +$6.79M |
|
38
Amylyx Pharmaceuticals
AMLX
$887M
| $6.62M | 0.56% |
+1,750,000
| New | +$6.62M |
|
39
Iovance Biotherapeutics
IOVA
$796M
| $5.55M | 0.47% |
+750,000
| New | +$5.55M |
|
|
CLYM
40
Climb Bio, Inc. Common Stock
CLYM
$158M
| $4.69M | 0.4% |
+2,603,190
| New | +$4.69M |
|
41
Summit Therapeutics
SMMT
$17.7B
| $4.46M | 0.38% |
+250,000
| New | +$4.46M |
|
42
Terns Pharmaceuticals
TERN
$618M
| $4.17M | 0.35% |
+752,000
| New | +$4.17M |
|
43
Keros Therapeutics
KROS
$632M
| $3.96M | 0.34% |
+250,000
| New | +$3.96M |
|
44
Apogee Therapeutics
APGE
$2.21B
| $3.9M | 0.33% |
+86,000
| New | +$3.9M |
|
45
Olema Pharmaceuticals
OLMA
$436M
| $3.79M | 0.32% |
+650,000
| New | +$3.79M |
|
46
Mersana Therapeutics
MRSN
$35.5M
| $3.77M | 0.32% |
+105,400
| New | +$3.77M |
|
47
Sana Biotechnology
SANA
$757M
| $2.52M | 0.21% |
+1,545,000
| New | +$2.52M |
|
|
BCAX
48
Bicara Therapeutics Inc. Common Stock
BCAX
$658M
| $2.35M | 0.2% |
+135,000
| New | +$2.35M |
|
49
Relay Therapeutics
RLAY
$690M
| $2.21M | 0.19% |
+536,132
| New | +$2.21M |
|
50
Prelude Therapeutics
PRLD
$64.5M
| $2.18M | 0.19% |
+1,708,187
| New | +$2.18M |
|