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 | |
|---|---|---|---|---|---|---|
|
1
Revolution Medicines
RVMD
$7.1B
| $187M | 15.94% | +4,279,464 | New | +$187M |
|
|
SWTX
2
DELISTED
SpringWorks Therapeutics
SWTX
| $124M | 10.53% | +3,421,541 | New | +$124M |
|
|
3
Nuvalent
NUVL
$5.52B
| $87.7M | 7.47% | +1,120,192 | New | +$87.7M |
|
|
4
Merus
MRUS
$4.98B
| $79.9M | 6.8% | +1,900,000 | New | +$79.9M |
|
|
5
Avidity Biosciences
RNA
$5.99B
| $50.2M | 4.28% | +1,727,388 | New | +$50.2M |
|
6
Apellis Pharmaceuticals
APLS
$3.48B
| $45.5M | 3.87% | +1,426,000 | New | +$45.5M |
|
7
Axsome Therapeutics
AXSM
$6.05B
| $39.8M | 3.39% | +470,000 | New | +$39.8M |
|
8
Scholar Rock
SRRK
$3.14B
| $32.4M | 2.76% | +750,000 | New | +$32.4M |
|
9
Tango Therapeutics
TNGX
$747M
| $32.1M | 2.73% | +10,380,999 | New | +$32.1M |
|
10
Tyra Biosciences
TYRA
$675M
| $28.2M | 2.4% | +2,027,678 | New | +$28.2M |
|
11
Arcus Biosciences
RCUS
$1.13B
| $23.9M | 2.03% | +1,602,200 | New | +$23.9M |
|
12
Xenon Pharmaceuticals
XENE
$2.98B
| $23.5M | 2% | +600,000 | New | +$23.5M |
|
13
Legend Biotech
LEGN
$6.41B
| $22.8M | 1.94% | +700,000 | New | +$22.8M |
|
14
Replimune Group
REPL
$422M
| $21.8M | 1.85% | +1,796,341 | New | +$21.8M |
|
15
Geron
GERN
$893M
| $21.2M | 1.81% | +6,000,000 | New | +$21.2M |
|
|
THRD
16
DELISTED
Third Harmonic Bio
THRD
| $20.6M | 1.75% | +2,000,000 | New | +$20.6M |
|
17
Immunovant
IMVT
$2.56B
| $20.4M | 1.74% | +825,000 | New | +$20.4M |
|
18
Arvinas
ARVN
$568M
| $20.3M | 1.73% | +1,058,614 | New | +$20.3M |
|
|
PSTX
19
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
| $19.2M | 1.63% | +2,000,000 | New | +$19.2M |
|
20
Rocket Pharmaceuticals
RCKT
$354M
| $18.4M | 1.57% | +1,466,051 | New | +$18.4M |
|
21
AnaptysBio
ANAB
$569M
| $17.2M | 1.47% | +1,300,000 | New | +$17.2M |
|
22
Kymera Therapeutics
KYMR
$2.95B
| $17.1M | 1.46% | +425,000 | New | +$17.1M |
|
23
Enliven Therapeutics
ELVN
$1.2B
| $15.1M | 1.29% | +671,358 | New | +$15.1M |
|
24
Day One Biopharmaceuticals
DAWN
$769M
| $15.1M | 1.28% | +1,189,943 | New | +$15.1M |
|
25
Oric Pharmaceuticals
ORIC
$994M
| $14M | 1.19% | +1,732,571 | New | +$14M |
|