BC

Boxer Capital Portfolio holdings

AUM $2.04B
1-Year Est. Return 108.35%
This Quarter Est. Return
1 Year Est. Return
+108.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$883M
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$49.6M
3
+$26.6M
4
KNSA icon
Kiniksa Pharmaceuticals
KNSA
+$20.3M
5
ESPR icon
Esperion Therapeutics
ESPR
+$18.6M

Top Sells

1
+$111M
2
+$46.1M
3
+$24.5M
4
PTCT icon
PTC Therapeutics
PTCT
+$23.6M
5
BPMC
Blueprint Medicines
BPMC
+$22.9M

Sector Composition

1 Healthcare 94.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$702K 0.08%
100,000
27
– –
-250,000
28
– –
-312,000
29
– –
-37,375
30
– –
-660,000
31
– –
-35,000
32
– –
-241,644
33
– –
-500,000
34
– –
-400,000
35
– –
-900,000
36
– –
-267,500
1
2