BCM

Boxer Capital Management Portfolio holdings

AUM $457M
1-Year Est. Return 645.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+645.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$10.4M
3
+$8.24M
4
ABVX
Abivax
ABVX
+$7.36M
5
INO icon
Inovio Pharmaceuticals
INO
+$4.4M

Top Sells

1
+$16M
2
+$15.4M
3
+$8.23M
4
REPL icon
Replimune Group
REPL
+$7.42M
5
KYMR icon
Kymera Therapeutics
KYMR
+$5.09M

Sector Composition

1 Healthcare 99.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNGX icon
1
Tango Therapeutics
TNGX
$1.56B
$82.1M 26.16%
9,771,485
QURE icon
2
uniQure
QURE
$653M
$46.7M 14.88%
800,000
-99,500
RVMD icon
3
Revolution Medicines
RVMD
$19.7B
$18.7M 5.95%
400,000
-392,977
KYMR icon
4
Kymera Therapeutics
KYMR
$7.21B
$18.1M 5.76%
319,100
-112,910
KOD icon
5
Kodiak Sciences
KOD
$1.67B
$12.3M 3.91%
750,000
PTCT icon
6
PTC Therapeutics
PTCT
$5.31B
$12.3M 3.91%
+200,000
AMLX icon
7
Amylyx Pharmaceuticals
AMLX
$1.68B
$12.2M 3.9%
900,000
-325,000
URGN icon
8
UroGen Pharma
URGN
$929M
$11.5M 3.66%
575,000
MRUS
9
DELISTED
Merus
MRUS
$11.3M 3.6%
120,000
-245,000
CYTK icon
10
Cytokinetics
CYTK
$7.54B
$11M 3.5%
+200,000
ABVX
11
Abivax
ABVX
$9.16B
$10.2M 3.25%
+120,000
PTGX icon
12
Protagonist Therapeutics
PTGX
$5.82B
$7.31M 2.33%
110,000
+50,000
NKTR icon
13
Nektar Therapeutics
NKTR
$1.9B
$7.11M 2.27%
125,000
CBIO
14
Crescent Biopharma
CBIO
$355M
$5.39M 1.72%
453,686
INO icon
15
Inovio Pharmaceuticals
INO
$120M
$5.38M 1.72%
+2,300,000
SRPT icon
16
Sarepta Therapeutics
SRPT
$1.72B
$4.82M 1.54%
250,000
+225,000
CDTX
17
DELISTED
Cidara Therapeutics
CDTX
$4.6M 1.47%
48,000
-7,000
CELC icon
18
Celcuity
CELC
$5.11B
$4.45M 1.42%
+90,000
REPL icon
19
Replimune Group
REPL
$588M
$4.4M 1.4%
1,050,000
-1,161,341
SLDB icon
20
Solid Biosciences
SLDB
$481M
$3.7M 1.18%
+600,000
DNLI icon
21
Denali Therapeutics
DNLI
$3.3B
$3.63M 1.16%
+250,000
PGEN icon
22
Precigen
PGEN
$1.28B
$2.8M 0.89%
+850,000
APGE icon
23
Apogee Therapeutics
APGE
$4.87B
$1.99M 0.63%
+50,000
DFTX
24
Definium Therapeutics
DFTX
$1.7B
$1.93M 0.61%
+163,500
MLTX icon
25
MoonLake Immunotherapeutics
MLTX
$1.26B
$1.79M 0.57%
+250,000
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