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
PRTA icon
26
Prothena Corp
PRTA
$535M
– –
-690,000
RNA icon
27
Avidity Biosciences
RNA
$10.7B
– –
-865,000
XENE icon
28
Xenon Pharmaceuticals
XENE
$3.15B
– –
-600,000
BOLD
29
Boundless Bio
BOLD
$27.8M
– –
-250,000
CLYM
30
Climb Bio
CLYM
$130M
– –
-145,000
CMRX
31
DELISTED
Chimerix, Inc.
CMRX
– –
-1,810,000
SLDB icon
32
Solid Biosciences
SLDB
$330M
– –
-1,240,700
ANAB icon
33
AnaptysBio
ANAB
$936M
– –
-1,300,000
APLS icon
34
Apellis Pharmaceuticals
APLS
$2.57B
– –
-713,000
DAWN icon
35
Day One Biopharmaceuticals
DAWN
$904M
– –
-1,189,943
DNLI icon
36
Denali Therapeutics
DNLI
$2.56B
– –
-250,000
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