BC
Boxer Capital Portfolio holdings
AUM
$2.04B
1-Year Est. Return
108.35%
1 Year Est. Return
+108.35%
AUM
$1.9B
AUM Growth
-$126M
(-6.2%)
Holding
63
Top Buys
| 1 | +$18.5M | |
| 2 | +$17M | |
| 3 | +$13.8M | |
| 4 |
Cullinan Oncology
CGEM
|
+$11.5M |
| 5 |
Spyre Therapeutics
SYRE
|
+$10.5M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Black Diamond Therapeutics
BDTX
$228M
| $2.36M | 0.12% |
506,000
|
|
||
52
Absci
ABSI
$677M
| $2.16M | 0.11% |
700,000
|
|
||
53
Orchestra BioMed
OBIO
$179M
| $1.94M | 0.1% |
238,193
|
|
||
54
Zentalis Pharmaceuticals
ZNTL
$107M
| $1.84M | 0.1% |
450,000
|
|
||
55
Protara Therapeutics
TARA
$212M
| $1.69M | 0.09% |
811,627
+602,400
|
|
||
56
Atara Biotherapeutics
ATRA
$104M
| $1.41M | 0.07% |
166,000
|
|
||
57
BioAtla
BCAB
$48.7M
| $940K | 0.05% |
686,347
|
|
||
58
Milestone Pharmaceuticals
MIST
$165M
| $408K | 0.02% |
309,007
|
|
||
|
DBVT
59
DBV Technologies
DBVT
$464M
| $200K | 0.01% |
50,000
|
|
||
60
Nuvation Bio Inc Warrants
NUVB.WS
$64.4M
| $42.7K | ﹤0.01% |
266,666
|
|
||
61
Surrozen Inc Warrant
SRZNW
$36K
| $1.11K | ﹤0.01% |
66,666
|
|
||
62
Direxion Daily S&P Biotech Bear 3X Shares
LABD
$486M
| – | – |
-350,000
|
|
||
63
Viking Therapeutics
VKTX
$3.77B
| – | – |
-300,000
|
|