BCM
Boxer Capital Management Portfolio holdings
AUM
$199M
1 Year Est. Return
–
AUM
$332M
AUM Growth
-$842M
(-72%)
Holding
62
Top Buys
| 1 | +$4.59M | |
| 2 | +$3.4M | |
| 3 | +$308K | |
| 4 |
Kodiak Sciences
KOD
|
+$98.3K |
Top Sells
| 1 | +$124M | |
| 2 | +$105M | |
| 3 | +$50.5M | |
| 4 |
Nuvalent
NUVL
|
+$47.5M |
| 5 |
Axsome Therapeutics
AXSM
|
+$39.8M |
Sector Composition
| 1 | Healthcare | 99.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Black Diamond Therapeutics
BDTX
$228M
| – | – |
-506,000
|
|
||
52
Cullinan Oncology
CGEM
$464M
| – | – |
-907,895
|
|
||
|
DBVT
53
DBV Technologies
DBVT
$464M
| – | – |
-50,000
|
|
||
54
Geron
GERN
$766M
| – | – |
-6,000,000
|
|
||
55
Structure Therapeutics
GPCR
$1.58B
| – | – |
-500,000
|
|
||
56
Immunovant
IMVT
$3.05B
| – | – |
-825,000
|
|
||
57
Iovance Biotherapeutics
IOVA
$789M
| – | – |
-750,000
|
|
||
|
ITOS
58
DELISTED
iTeos Therapeutics
ITOS
| – | – |
-946,915
|
|
||
59
Jasper Therapeutics
JSPR
$68.4M
| – | – |
-350,000
|
|
||
60
KalVista Pharmaceuticals
KALV
$561M
| – | – |
-1,590,000
|
|
||
61
Keros Therapeutics
KROS
$421M
| – | – |
-250,000
|
|
||
62
Milestone Pharmaceuticals
MIST
$165M
| – | – |
-309,007
|
|