Q2 2023 · 13F-HR
Boxer Capital, LLCholdings as filed
Filed 2023-08-14 · accession 0000895345-23-000469
$2.2M
Reported value
79
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 75615P103 | — | Reata Pharmaceuticals Inc | $145,803 | 6.76% | 1,430,004 | Common | SOLE |
| 03753U106 | APLSUSD | Apellis Pharmaceuticals Inc | $143,574 | 6.66% | 1,576,000 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines Inc | $125,304 | 5.81% | 4,684,264 | Common | SOLE |
| 90240B106 | TYRA | Tyra Biosciences Inc | $109,816 | 5.09% | 6,448,359 | Common | SOLE |
| 85205L107 | SWTXUSD | Springworks Therapeutics Inc | $89,713 | 4.16% | 3,421,541 | Common | SOLE |
| 07725L102 | ONC | BeiGene Ltd | $89,150 | 4.13% | 500,000 | Common | SOLE |
| 00973Y108 | AKRO | Akero Therapeutics Inc | $78,287 | 3.63% | 1,676,733 | Common | SOLE |
| 60468T105 | MRTXEUR | Mirati Therapeutics Inc | $72,260 | 3.35% | 2,000,000 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $68,712 | 3.19% | 600,000 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $68,502 | 3.18% | 2,100,000 | Common | SOLE |
| 45253H101 | IMGNEUR | ImmunoGen Inc | $55,874 | 2.59% | 2,961,000 | Common | SOLE |
| 48576A100 | — | Karuna Therapeutics Inc | $54,213 | 2.51% | 250,000 | Common | SOLE |
| 45166A102 | IDYA | Ideaya Biosciences Inc | $51,766 | 2.40% | 2,202,812 | Common | SOLE |
| 78667J108 | SG7 | Sage Therapeutics Inc | $51,440 | 2.39% | 1,094,000 | Common | SOLE |
| 670703107 | NUVL | Nuvalent Inc | $51,034 | 2.37% | 1,210,192 | Common | SOLE |
| N5749R100 | 2GH | Merus N V | $50,027 | 2.32% | 1,900,000 | Common | SOLE |
| 03237H101 | AMLX | Amylyx Pharmaceuticals Inc | $44,952 | 2.08% | 2,084,000 | Common | SOLE |
| 52490G102 | LEGN | Legend Biotech Corp | $41,418 | 1.92% | 600,000 | Common | SOLE |
| 282559103 | ETNBGBP | 89Bio Inc | $39,795 | 1.85% | 2,100,000 | Common | SOLE |
| 03969F109 | RCUS | Arcus Biosciences Inc | $32,541 | 1.51% | 1,602,200 | Common | SOLE |
| 46583P102 | — | Iveric Bio Inc | $32,456 | 1.51% | 825,000 | Common | SOLE |
| 92686J106 | VKTX | Viking Therapeutics Inc | $32,420 | 1.50% | 2,000,000 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE | $29,230 | 1.36% | 75,000 | Common | SOLE |
| 03152W109 | AM6 | Amicus Therapeutics Inc | $29,202 | 1.35% | 2,325,000 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals Inc | $29,130 | 1.35% | 1,466,051 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $28,744 | 1.33% | 400,000 | Common | SOLE |
| 46565G104 | 5E7 | iTeos Therapeutics Inc | $28,520 | 1.32% | 2,154,058 | Common | SOLE |
| 92332V107 | VTYXUSD | Ventyx Biosciences Inc | $27,880 | 1.29% | 850,000 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $26,442 | 1.23% | 1,300,000 | Common | SOLE |
| 462260100 | IOVA | Iovance Biotherapeutics Inc | $26,084 | 1.21% | 3,705,133 | Common | SOLE |
| 87583X109 | TNGX | Tango Therapeutics Inc | $23,650 | 1.10% | 7,123,642 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $23,100 | 1.07% | 600,000 | Common | SOLE |
| 558868105 | MDGL | Madrigal Pharmaceuticals Inc | $23,100 | 1.07% | 100,000 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc | $22,848 | 1.06% | 1,819,132 | Common | SOLE |
| 730541109 | — | Point Biopharma Global Inc | $22,650 | 1.05% | 2,500,000 | Common | SOLE |
| 30161Q104 | EXEL | Exelixis Inc | $21,977 | 1.02% | 1,150,000 | Common | SOLE |
| G72800108 | PRTA | Prothena Corp PLC | $20,484 | 0.95% | 300,000 | Common | SOLE |
| 69353Y103 | PMVP | PMV Pharmaceuticals Inc | $19,805 | 0.92% | 3,163,795 | Common | SOLE |
| 483497103 | KALV | Kalvista Pharmaceuticals Inc | $14,850 | 0.69% | 1,650,000 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $14,504 | 0.67% | 710,644 | Common | SOLE |
| 23954D109 | DAWNGBX | Day One Biopharmaceuticals I | $14,208 | 0.66% | 1,189,943 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $13,445 | 0.62% | 1,732,571 | Common | SOLE |
| 98943L107 | ZNTL | Zentalis Pharmaceuticals Inc | $12,695 | 0.59% | 450,000 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $12,436 | 0.58% | 1,121,327 | Common | SOLE |
| 67080M103 | NRIX | Nurix Therapeutics Inc | $12,237 | 0.57% | 1,224,892 | Common | SOLE |
| 230031106 | CGEM | Cullinan Oncology Inc | $11,557 | 0.54% | 1,074,082 | Common | SOLE |
| 74065P101 | PRLD | Prelude Therapeutics Inc | $11,228 | 0.52% | 2,495,018 | Common | SOLE |
| 09203E105 | BDTX | Black Diamond Therapeutics I | $10,175 | 0.47% | 2,014,858 | Common | SOLE |
| 374163103 | GERN | Geron Corp | $9,630 | 0.45% | 3,000,000 | Common | SOLE |
| 04351P101 | ASNDUSD | Ascendis Pharma A/S | $8,479 | 0.39% | 95,000 | Common | SOLE |
| 152309100 | CNTA | Centessa Pharmaceuticals PLC | $7,745 | 0.36% | 1,251,137 | Common | SOLE |
| 12674W109 | CABA | Cabaletta Bio Inc | $6,971 | 0.32% | 540,000 | Common | SOLE |
| 19240Q201 | COGT | Cogent Biosciences Inc | $6,216 | 0.29% | 525,000 | Common | SOLE |
| 254604101 | IRON | Disc Medicine Inc | $5,772 | 0.27% | 130,000 | Common | SOLE |
| 75382E109 | — | Rapt Therapeutics Inc | $5,610 | 0.26% | 300,000 | Common | SOLE |
| 901384107 | TSVT* | 2Seventy Bio Inc | $4,654 | 0.22% | 459,836 | Common | SOLE |
| 38341P102 | GOSS | Gossamer Bio Inc | $4,004 | 0.19% | 3,336,928 | Common | SOLE |
| 816212104 | SELBUSD | Selecta Biosciences Inc | $3,678 | 0.17% | 3,284,072 | Common | SOLE |
| 59045L106 | — | Mersana Therapeutics Inc | $3,290 | 0.15% | 1,000,000 | Common | SOLE |
| 88369M101 | — | Theseus Pharmaceuticals Inc | $3,266 | 0.15% | 350,000 | Common | SOLE |
| 589492107 | MREO | Mereo Biopharma Group PLC | $2,970 | 0.14% | 2,250,000 | Common | SOLE |
| 23306J101 | — | DBV Technologies S A | $2,755 | 0.13% | 1,450,000 | Common | SOLE |
| 88427A107 | — | Third Harmonic Bio Inc | $2,744 | 0.13% | 570,417 | Common | SOLE |
| 31189P102 | FATE | Fate Therapeutics Inc | $2,380 | 0.11% | 500,000 | Common | SOLE |
| 04965G109 | BCELUSD | Atreca Inc | $2,158 | 0.10% | 2,202,333 | Common | SOLE |
| 09077B104 | BCABGBP | BioAtla Inc | $2,059 | 0.10% | 686,347 | Common | SOLE |
| 59935V107 | MIST | Milestone Pharmaceuticals In | $1,992 | 0.09% | 698,861 | Common | SOLE |
| 26886C107 | — | EQRx Inc | $1,860 | 0.09% | 1,000,000 | Common | SOLE |
| 68572M106 | OBIO | Orchestra Biomed Hldgs Inc | $1,750 | 0.08% | 250,000 | Common | SOLE |
| 49705R105 | KNTEUSD | Kinnate Biopharma Inc | $1,488 | 0.07% | 491,000 | Common | SOLE |
| 75082Q105 | — | Rain Oncology Inc | $1,383 | 0.06% | 1,152,212 | Common | SOLE |
| 62921N105 | NGMUSD | NGM Biopharmaceuticals Inc | $1,295 | 0.06% | 500,000 | Common | SOLE |
| 55279B202 | — | MEI Pharma Inc | $958 | 0.04% | 145,654 | Common | SOLE |
| 98973P101 | — | Alaunos Therapeutics Inc | $765 | 0.04% | 1,500,000 | Common | SOLE |
| 74365U107 | TARA | Protara Therapeutics Inc | $500 | 0.02% | 209,227 | Common | SOLE |
| 92536C103 | VERUEUR | Veru Inc | $413 | 0.02% | 347,300 | Common | SOLE |
| 079481404 | — | Bellicum Pharmaceuticals Inc | $167 | 0.01% | 450,000 | Common | SOLE |
| 67080N119 | NUVB/WS | Nuvation Bio Inc | $44 | 0.00% | 266,666 | Common | SOLE |
| 86889P117 | SRZNW | Surrozen Inc | $4 | 0.00% | 66,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.