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BCM
Boxer Capital Management Portfolio holdings
AUM
$762M
1-Year Est. Return
1,125.36%
This Fund
S&P 500
This Quarter
Est. Return
+76.9%
1 Year Est. Return
+1,125.36%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$457M
AUM Growth
+$143M
(+46%)
Cap. Flow
+$59.6M
Cap. Flow
% of AUM
13.05%
Top 10 Holdings %
Top 10 Hldgs %
62.11%
Holding
49
New
15
Increased
14
Reduced
8
Closed
4
Top Buys
| 1 |
Celcuity
CELC
|
+$11.1M |
| 2 |
Tango Therapeutics
TNGX
|
+$9.52M |
| 3 |
Palisade Bio
PALI
|
+$9.23M |
| 4 |
TERN
Terns Pharmaceuticals
TERN
|
+$8.67M |
| 5 |
Praxis Precision Medicines
PRAX
|
+$8.65M |
Top Sells
| 1 |
uniQure
QURE
|
+$19.7M |
| 2 |
MRUS
Merus
MRUS
|
+$11.3M |
| 3 |
Nektar Therapeutics
NKTR
|
+$7.11M |
| 4 |
Cytokinetics
CYTK
|
+$6.22M |
| 5 |
Denali Therapeutics
DNLI
|
+$3.63M |
Sector Composition
| 1 | Healthcare | 99.72% |
| 2 | Consumer Staples | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Tango Therapeutics
TNGX
$4.74B
| $96.4M | 21.09% |
10,876,219
+1,104,734
| +11% | +$9.52M |
|
2
Revolution Medicines
RVMD
$38.6B
| $31.9M | 6.97% |
400,000
| – | – |
|
3
Kodiak Sciences
KOD
$2.62B
| $31.8M | 6.95% |
1,136,000
+386,000
| +51% | +$7.9M |
|
4
Kymera Therapeutics
KYMR
$9.42B
| $25.6M | 5.6% |
329,100
+10,000
| +3% | +$675K |
|
|
5
Celcuity
CELC
$4.25B
| $22.4M | 4.91% |
225,000
+135,000
| +150% | +$11.1M |
|
|
ABVX
6
Abivax
ABVX
$11.9B
| $16.9M | 3.69% |
125,000
+5,000
| +4% | +$546K |
|
7
PTC Therapeutics
PTCT
$6.6B
| $15.2M | 3.33% |
200,000
| – | – |
|
|
TERN
8
DELISTED
Terns Pharmaceuticals
TERN
| $15.2M | 3.32% |
+375,000
| New | +$8.67M |
|
9
Protagonist Therapeutics
PTGX
$8.65B
| $14.8M | 3.25% |
170,000
+60,000
| +55% | +$4.91M |
|
|
10
Praxis Precision Medicines
PRAX
$8.78B
| $13.7M | 3% |
+46,457
| New | +$8.65M |
|
11
UroGen Pharma
URGN
$1.96B
| $11.7M | 2.56% |
500,000
-75,000
| -13% | -$1.63M |
|
|
CDTX
12
DELISTED
Cidara Therapeutics
CDTX
| $11.7M | 2.56% |
53,000
+5,000
| +10% | +$808K |
|
|
13
Palisade Bio
PALI
$344M
| $11.3M | 2.47% |
+4,799,875
| New | +$9.23M |
|
14
Amylyx Pharmaceuticals
AMLX
$1.96B
| $9.66M | 2.12% |
800,000
-100,000
| -11% | -$1.36M |
|
15
Surrozen
SRZN
$252M
| $9.4M | 2.06% |
+416,150
| New | +$6.73M |
|
16
Capricor Therapeutics
CAPR
$1.15B
| $9.38M | 2.05% |
+325,000
| New | +$4.24M |
|
|
DFTX
17
Definium Therapeutics
DFTX
$6.14B
| $8.01M | 1.75% |
598,500
+435,000
| +266% | +$5.38M |
|
18
Cogent Biosciences
COGT
$6.63B
| $7.99M | 1.75% |
+225,000
| New | +$6.33M |
|
19
Replimune Group
REPL
$794M
| $7.29M | 1.6% |
750,000
-300,000
| -29% | -$2.55M |
|
|
20
uniQure
QURE
$2.76B
| $6.94M | 1.52% |
290,000
-510,000
| -64% | -$19.7M |
|
|
21
Cytokinetics
CYTK
$11.1B
| $6.35M | 1.39% |
100,000
-100,000
| -50% | -$6.22M |
|
|
HELP
22
Cybin Inc
HELP
$449M
| $5.85M | 1.28% |
+715,000
| New | +$4.6M |
|
23
Precigen
PGEN
$1.81B
| $5.75M | 1.26% |
1,375,000
+525,000
| +62% | +$2.03M |
|
|
CTNM
24
Contineum Therapeutics
CTNM
$536M
| $5.65M | 1.24% |
+494,000
| New | +$5.64M |
|
|
CBIO
25
Crescent Biopharma
CBIO
$454M
| $5.38M | 1.18% |
453,686
| – | – |
|
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