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
$199M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$8.23M
2
+$7.88M
3
+$7.32M
4
KYMR icon
Kymera Therapeutics
KYMR
+$4.67M
5
REPL icon
Replimune Group
REPL
+$3.86M

Top Sells

1
+$31.9M
2
+$25.5M
3
+$24.2M
4
XENE icon
Xenon Pharmaceuticals
XENE
+$20.1M
5
RVMD icon
Revolution Medicines
RVMD
+$19.3M

Sector Composition

1 Healthcare 99.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEGN icon
26
Legend Biotech
LEGN
$4.08B
– –
-200,000
NUVL icon
27
Nuvalent
NUVL
$8.24B
– –
-450,000
ORIC icon
28
Oric Pharmaceuticals
ORIC
$1.17B
– –
-1,732,571
PRLD icon
29
Prelude Therapeutics
PRLD
$119M
– –
-2,108,014
PRTA icon
30
Prothena Corp
PRTA
$507M
– –
-690,000
RNA icon
31
Avidity Biosciences
RNA
$10.9B
– –
-865,000
SLDB icon
32
Solid Biosciences
SLDB
$432M
– –
-1,240,700
XENE icon
33
Xenon Pharmaceuticals
XENE
$3.1B
– –
-600,000
BOLD
34
Boundless Bio
BOLD
$28M
– –
-250,000
CLYM
35
Climb Bio
CLYM
$286M
– –
-145,000
CMRX
36
DELISTED
Chimerix, Inc.
CMRX
– –
-1,810,000
1
2