Q3 2023 · 13F-HR
Boxer Capital, LLCholdings as filed
Filed 2023-11-14 · accession 0000895345-23-000631
$1.88B
Reported value
73
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60468T105 | MRTXEUR | Mirati Therapeutics Inc | $139.5M | 7.42% | 3,201,440 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines Inc | $129.7M | 6.90% | 4,684,264 | Common | SOLE |
| 07725L102 | ONC | BeiGene Ltd | $89.9M | 4.79% | 500,000 | Common | SOLE |
| 90240B106 | TYRA | Tyra Biosciences Inc | $88.8M | 4.73% | 6,448,359 | Common | SOLE |
| 00973Y108 | AKRO | Akero Therapeutics Inc | $84.8M | 4.51% | 1,676,733 | Common | SOLE |
| 87583X109 | TNGX | Tango Therapeutics Inc | $80.2M | 4.27% | 7,123,642 | Common | SOLE |
| 85205L107 | SWTXUSD | Springworks Therapeutics Inc | $79.1M | 4.21% | 3,421,541 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $72.7M | 3.87% | 600,000 | Common | SOLE |
| 03753U106 | APLSUSD | Apellis Pharmaceuticals Inc | $65.7M | 3.50% | 1,726,000 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $61.9M | 3.29% | 2,100,000 | Common | SOLE |
| 45166A102 | IDYA | Ideaya Biosciences Inc | $59.4M | 3.16% | 2,202,812 | Common | SOLE |
| 670703107 | NUVL | Nuvalent Inc | $55.6M | 2.96% | 1,210,192 | Common | SOLE |
| 45253H101 | IMGNEUR | ImmunoGen Inc | $47.0M | 2.50% | 2,961,000 | Common | SOLE |
| N5749R100 | 2GH | Merus N V | $44.8M | 2.38% | 1,900,000 | Common | SOLE |
| 48576A100 | — | Karuna Therapeutics Inc | $42.3M | 2.25% | 250,000 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE | $41.8M | 2.22% | 85,000 | Common | SOLE |
| 52490G102 | LEGN | Legend Biotech Corp | $40.3M | 2.15% | 600,000 | Common | SOLE |
| 03237H101 | AMLX | Amylyx Pharmaceuticals Inc | $38.2M | 2.03% | 2,084,000 | Common | SOLE |
| 78464A870 | XBI | SPDR Ser Tr | $36.5M | 1.94% | 500,000 | Common | SOLE |
| G72800108 | PRTA | Prothena Corp PLC | $30.2M | 1.61% | 625,000 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals Inc | $30.0M | 1.60% | 1,466,051 | Common | SOLE |
| 92332V107 | VTYXUSD | Ventyx Biosciences Inc | $29.5M | 1.57% | 850,000 | Common | SOLE |
| 45258J102 | IMVT | Immunovant Inc | $28.8M | 1.53% | 750,000 | Common | SOLE |
| 03969F109 | RCUS | Arcus Biosciences Inc | $28.8M | 1.53% | 1,602,200 | Common | SOLE |
| 03152W109 | AM6 | Amicus Therapeutics Inc | $28.3M | 1.51% | 2,325,000 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $28.0M | 1.49% | 400,000 | Common | SOLE |
| 30161Q104 | EXEL | Exelixis Inc | $25.1M | 1.34% | 1,150,000 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $23.3M | 1.24% | 1,300,000 | Common | SOLE |
| 78667J108 | SG7 | Sage Therapeutics Inc | $22.5M | 1.20% | 1,094,000 | Common | SOLE |
| 92686J106 | VKTX | Viking Therapeutics Inc | $22.1M | 1.18% | 2,000,000 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $20.5M | 1.09% | 600,000 | Common | SOLE |
| 46565G104 | 5E7 | iTeos Therapeutics Inc | $19.8M | 1.05% | 1,804,058 | Common | SOLE |
| 69353Y103 | PMVP | PMV Pharmaceuticals Inc | $19.4M | 1.03% | 3,163,795 | Common | SOLE |
| 462260100 | IOVA | Iovance Biotherapeutics Inc | $16.9M | 0.90% | 3,705,133 | Common | SOLE |
| 730541109 | — | Point Biopharma Global Inc | $16.7M | 0.89% | 2,500,000 | Common | SOLE |
| 483497103 | KALV | Kalvista Pharmaceuticals Inc | $15.9M | 0.85% | 1,650,000 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc | $15.3M | 0.81% | 1,819,132 | Common | SOLE |
| 558868105 | MDGL | Madrigal Pharmaceuticals Inc | $14.6M | 0.78% | 100,000 | Common | SOLE |
| 23954D109 | DAWNGBX | Day One Biopharmaceuticals I | $14.6M | 0.78% | 1,189,943 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $10.5M | 0.56% | 1,732,571 | Common | SOLE |
| 230031106 | CGEM | Cullinan Oncology Inc | $9.7M | 0.52% | 1,074,082 | Common | SOLE |
| 67080M103 | NRIX | Nurix Therapeutics Inc | $9.6M | 0.51% | 1,224,892 | Common | SOLE |
| 00509G209 | ABOS | Acumen Pharmaceuticals Inc | $9.2M | 0.49% | 2,206,983 | Common | SOLE |
| 98943L107 | ZNTL | Zentalis Pharmaceuticals Inc | $9.0M | 0.48% | 450,000 | Common | SOLE |
| 04351P101 | ASNDUSD | Ascendis Pharma A/S | $8.9M | 0.47% | 95,000 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $8.8M | 0.47% | 646,058 | Common | SOLE |
| 74065P101 | PRLD | Prelude Therapeutics Inc | $7.7M | 0.41% | 2,495,018 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $7.2M | 0.38% | 1,121,327 | Common | SOLE |
| 374163103 | GERN | Geron Corp | $6.4M | 0.34% | 3,000,000 | Common | SOLE |
| 38341P102 | GOSS | Gossamer Bio Inc | $5.4M | 0.29% | 6,497,700 | Common | SOLE |
| 19240Q201 | COGT | Cogent Biosciences Inc | $5.1M | 0.27% | 525,000 | Common | SOLE |
| 152309100 | CNTA | Centessa Pharmaceuticals PLC | $5.0M | 0.27% | 770,708 | Common | SOLE |
| 75382E109 | — | Rapt Therapeutics Inc | $5.0M | 0.27% | 300,000 | Common | SOLE |
| 88427A107 | — | Third Harmonic Bio Inc | $3.3M | 0.18% | 520,417 | Common | SOLE |
| 59045L106 | — | Mersana Therapeutics Inc | $2.5M | 0.14% | 2,000,000 | Common | SOLE |
| 26886C107 | — | EQRx Inc | $2.2M | 0.12% | 1,000,000 | Common | SOLE |
| 68572M106 | OBIO | Orchestra Biomed Hldgs Inc | $2.1M | 0.11% | 238,193 | Common | SOLE |
| 901384107 | TSVT* | 2Seventy Bio Inc | $1.8M | 0.10% | 459,836 | Common | SOLE |
| 09203E105 | BDTX | Black Diamond Therapeutics I | $1.5M | 0.08% | 506,000 | Common | SOLE |
| 23306J101 | — | DBV Technologies S A | $1.3M | 0.07% | 985,100 | Common | SOLE |
| 09077B104 | BCABGBP | BioAtla Inc | $1.2M | 0.06% | 686,347 | Common | SOLE |
| 50015M109 | KOD | Kodiak Sciences Inc | $1.1M | 0.06% | 600,000 | Common | SOLE |
| 31189P102 | FATE | Fate Therapeutics Inc | $1.1M | 0.06% | 500,000 | Common | SOLE |
| 75082Q105 | — | Rain Oncology Inc | $992,976 | 0.05% | 1,152,212 | Common | SOLE |
| 59935V107 | MIST | Milestone Pharmaceuticals In | $957,922 | 0.05% | 309,007 | Common | SOLE |
| 92511W108 | — | Verrica Pharmaceuticals Inc | $648,620 | 0.03% | 166,955 | Common | SOLE |
| 04965G109 | BCELUSD | Atreca Inc | $574,809 | 0.03% | 2,202,333 | Common | SOLE |
| 62921N105 | NGMUSD | NGM Biopharmaceuticals Inc | $535,000 | 0.03% | 500,000 | Common | SOLE |
| 88369M101 | — | Theseus Pharmaceuticals Inc | $403,500 | 0.02% | 150,000 | Common | SOLE |
| 74365U107 | TARA | Protara Therapeutics Inc | $349,409 | 0.02% | 209,227 | Common | SOLE |
| 98973P101 | — | Alaunos Therapeutics Inc | $144,980 | 0.01% | 1,100,000 | Common | SOLE |
| 67080N119 | NUVB/WS | Nuvation Bio Inc | $26,667 | 0.00% | 266,666 | Common | SOLE |
| 86889P117 | SRZNW | Surrozen Inc | $2,747 | 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.