Q4 2023 · 13F-HR
Boxer Capital, LLCholdings as filed
Filed 2024-02-14 · accession 0000895345-24-000061
$2.01B
Reported value
52
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 60468T105 | MRTXEUR | Mirati Therapeutics Inc | $188.1M | 9.37% | 3,201,440 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $175.3M | 8.74% | 2,100,000 | Common | SOLE |
| 85205L107 | SWTXUSD | Springworks Therapeutics Inc | $124.9M | 6.22% | 3,421,541 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines Inc | $122.7M | 6.12% | 4,279,464 | Common | SOLE |
| 03753U106 | APLSUSD | Apellis Pharmaceuticals Inc | $103.3M | 5.15% | 1,726,000 | Common | SOLE |
| 07725L102 | ONC | BeiGene Ltd | $90.2M | 4.49% | 500,000 | Common | SOLE |
| 90240B106 | TYRA | Tyra Biosciences Inc | $89.3M | 4.45% | 6,448,359 | Common | SOLE |
| 45253H101 | IMGNEUR | ImmunoGen Inc | $87.8M | 4.38% | 2,961,000 | Common | SOLE |
| 670703107 | NUVL | Nuvalent Inc | $82.4M | 4.11% | 1,120,192 | Common | SOLE |
| 87583X109 | TNGX | Tango Therapeutics Inc | $81.2M | 4.05% | 8,198,642 | Common | SOLE |
| 48576A100 | — | Karuna Therapeutics Inc | $79.1M | 3.94% | 250,000 | Common | SOLE |
| 45166A102 | IDYA | Ideaya Biosciences Inc | $78.4M | 3.91% | 2,202,812 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $62.7M | 3.12% | 650,000 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE | $60.9M | 3.03% | 160,000 | Common | SOLE |
| N5749R100 | 2GH | Merus N V | $52.3M | 2.60% | 1,900,000 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals Inc | $43.9M | 2.19% | 1,466,051 | Common | SOLE |
| 45258J102 | IMVT | Immunovant Inc | $42.1M | 2.10% | 1,000,000 | Common | SOLE |
| 00973Y108 | AKRO | Akero Therapeutics Inc | $39.2M | 1.95% | 1,676,733 | Common | SOLE |
| 52490G102 | LEGN | Legend Biotech Corp | $36.1M | 1.80% | 600,000 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $31.8M | 1.59% | 400,000 | Common | SOLE |
| 03969F109 | RCUS | Arcus Biosciences Inc | $30.6M | 1.53% | 1,602,200 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $27.8M | 1.39% | 1,300,000 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $27.6M | 1.38% | 600,000 | Common | SOLE |
| 04335A105 | ARVN | Arvinas Inc | $25.1M | 1.25% | 608,614 | Common | SOLE |
| G72800108 | PRTA | Prothena Corp PLC | $24.2M | 1.20% | 665,000 | Common | SOLE |
| 483497103 | KALV | Kalvista Pharmaceuticals Inc | $20.2M | 1.01% | 1,650,000 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc | $20.0M | 1.00% | 1,819,132 | Common | SOLE |
| 46565G104 | 5E7 | iTeos Therapeutics Inc | $19.8M | 0.98% | 1,804,058 | Common | SOLE |
| 23954D109 | DAWNGBX | Day One Biopharmaceuticals I | $17.4M | 0.87% | 1,189,943 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $16.3M | 0.81% | 400,000 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $15.9M | 0.79% | 1,732,571 | Common | SOLE |
| 462260100 | IOVA | Iovance Biotherapeutics Inc | $11.4M | 0.57% | 1,400,000 | Common | SOLE |
| 74065P101 | PRLD | Prelude Therapeutics Inc | $11.0M | 0.55% | 2,568,287 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $10.1M | 0.51% | 1,121,327 | Common | SOLE |
| 65487U108 | NKTX | Nkarta Inc | $9.5M | 0.47% | 1,440,000 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $8.9M | 0.45% | 646,058 | Common | SOLE |
| 88427A107 | — | Third Harmonic Bio Inc | $8.2M | 0.41% | 750,000 | Common | SOLE |
| 98943L107 | ZNTL | Zentalis Pharmaceuticals Inc | $6.8M | 0.34% | 450,000 | Common | SOLE |
| 374163103 | GERN | Geron Corp | $6.3M | 0.32% | 3,000,000 | Common | SOLE |
| 00773J202 | SYRE | Spyre Therapeutics Inc | $5.4M | 0.27% | 250,000 | Common | SOLE |
| 68572M106 | OBIO | Orchestra Biomed Hldgs Inc | $2.2M | 0.11% | 238,193 | Common | SOLE |
| 31189P102 | FATE | Fate Therapeutics Inc | $1.9M | 0.09% | 500,000 | Common | SOLE |
| 50015M109 | KOD | Kodiak Sciences Inc | $1.8M | 0.09% | 600,000 | Common | SOLE |
| 09077B104 | BCABGBP | BioAtla Inc | $1.7M | 0.08% | 686,347 | Common | SOLE |
| 09203E105 | BDTX | Black Diamond Therapeutics I | $1.4M | 0.07% | 506,000 | Common | SOLE |
| 75082Q105 | — | Rain Oncology Inc | $1.4M | 0.07% | 1,152,212 | Common | SOLE |
| 59935V107 | MIST | Milestone Pharmaceuticals In | $516,042 | 0.03% | 309,007 | Common | SOLE |
| 23306J101 | — | DBV Technologies S A | $476,400 | 0.02% | 500,000 | Common | SOLE |
| 74365U107 | TARA | Protara Therapeutics Inc | $392,322 | 0.02% | 209,227 | Common | SOLE |
| 04965G109 | BCELUSD | Atreca Inc | $290,708 | 0.01% | 2,202,333 | Common | SOLE |
| 67080N119 | NUVB/WS | Nuvation Bio Inc | $16,000 | 0.00% | 266,666 | Common | SOLE |
| 86889P117 | SRZNW | Surrozen Inc | $1,333 | 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.