Q1 2024 · 13F-HR
Boxer Capital, LLCholdings as filed
Filed 2024-05-15 · accession 0000895345-24-000182
$2.02B
Reported value
59
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 85205L107 | SWTXUSD | Springworks Therapeutics Inc | $168.4M | 8.32% | 3,421,541 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $147.2M | 7.27% | 2,100,000 | Common | SOLE |
| 76155X100 | RVMD | Revolution Medicines Inc | $137.9M | 6.81% | 4,279,464 | Common | SOLE |
| 90240B106 | TYRA | Tyra Biosciences Inc | $105.8M | 5.22% | 6,448,359 | Common | SOLE |
| 03753U106 | APLSUSD | Apellis Pharmaceuticals Inc | $101.5M | 5.01% | 1,726,000 | Common | SOLE |
| 45166A102 | IDYA | Ideaya Biosciences Inc | $96.7M | 4.77% | 2,202,812 | Common | SOLE |
| N5749R100 | 2GH | Merus N V | $85.6M | 4.23% | 1,900,000 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $84.1M | 4.16% | 650,000 | Common | SOLE |
| 670703107 | NUVL | Nuvalent Inc | $84.1M | 4.15% | 1,120,192 | Common | SOLE |
| 07725L102 | ONC | BeiGene Ltd | $78.2M | 3.86% | 500,000 | Common | SOLE |
| 87583X109 | TNGX | Tango Therapeutics Inc | $65.1M | 3.22% | 8,198,642 | Common | SOLE |
| 65487U108 | NKTX | Nkarta Inc | $60.6M | 2.99% | 5,607,350 | Common | SOLE |
| 31189P102 | FATE | Fate Therapeutics Inc | $60.3M | 2.98% | 8,215,910 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $44.1M | 2.18% | 1,727,388 | Common | SOLE |
| 00973Y108 | AKRO | Akero Therapeutics Inc | $42.4M | 2.09% | 1,676,733 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals Inc | $39.5M | 1.95% | 1,466,051 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE | $39.4M | 1.94% | 100,000 | Common | SOLE |
| 52490G102 | LEGN | Legend Biotech Corp | $33.7M | 1.66% | 600,000 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $31.9M | 1.58% | 400,000 | Common | SOLE |
| 03969F109 | RCUS | Arcus Biosciences Inc | $30.2M | 1.49% | 1,602,200 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $29.3M | 1.45% | 1,300,000 | Common | SOLE |
| 45258J102 | IMVT | Immunovant Inc | $26.7M | 1.32% | 825,000 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $25.8M | 1.28% | 600,000 | Common | SOLE |
| 04335A105 | ARVN | Arvinas Inc | $25.1M | 1.24% | 608,614 | Common | SOLE |
| 46565G104 | 5E7 | iTeos Therapeutics Inc | $24.6M | 1.22% | 1,804,058 | Common | SOLE |
| 92686J106 | VKTX | Viking Therapeutics Inc | $24.6M | 1.21% | 300,000 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $23.8M | 1.18% | 1,732,571 | Common | SOLE |
| 50127T109 | KURA | Kura Oncology Inc | $21.3M | 1.05% | 1,000,000 | Common | SOLE |
| 374163103 | GERN | Geron Corp | $19.8M | 0.98% | 6,000,000 | Common | SOLE |
| 23954D109 | DAWNGBX | Day One Biopharmaceuticals I | $19.7M | 0.97% | 1,189,943 | Common | SOLE |
| 88427A107 | — | Third Harmonic Bio Inc | $18.9M | 0.93% | 2,000,000 | Common | SOLE |
| 483497103 | KALV | Kalvista Pharmaceuticals Inc | $18.9M | 0.93% | 1,590,000 | Common | SOLE |
| 019770106 | ALLO | Allogene Therapeutics Inc | $17.2M | 0.85% | 3,850,000 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $17.1M | 0.85% | 400,000 | Common | SOLE |
| G72800108 | PRTA | Prothena Corp PLC | $17.1M | 0.84% | 690,000 | Common | SOLE |
| 799566104 | SANA | Sana Biotechnology Inc | $15.4M | 0.76% | 1,545,000 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc | $15.1M | 0.75% | 1,819,132 | Common | SOLE |
| 73730P108 | PSTXUSD | Poseida Therapeutics Inc | $14.3M | 0.71% | 4,475,000 | Common | SOLE |
| 29286M105 | — | Engene Holdings Inc | $12.3M | 0.61% | 727,900 | Common | SOLE |
| 74065P101 | PRLD | Prelude Therapeutics Inc | $12.2M | 0.60% | 2,568,287 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $11.8M | 0.58% | 671,358 | Common | SOLE |
| 462260100 | IOVA | Iovance Biotherapeutics Inc | $11.1M | 0.55% | 750,000 | Common | SOLE |
| 471871202 | JSPR | Jasper Therapeutics Inc | $10.3M | 0.51% | 350,000 | Common | SOLE |
| 10170A100 | BOLD | Boundless Bio Inc | $10.1M | 0.50% | 711,329 | Common | SOLE |
| 00773J202 | SYRE | Spyre Therapeutics Inc | $9.5M | 0.47% | 250,000 | Common | SOLE |
| 15673T100 | IPSC | Century Therapeutics Inc | $7.3M | 0.36% | 1,750,000 | Common | SOLE |
| 98943L107 | ZNTL | Zentalis Pharmaceuticals Inc | $7.1M | 0.35% | 450,000 | Common | SOLE |
| 03237H101 | AMLX | Amylyx Pharmaceuticals Inc | $4.3M | 0.21% | 1,500,000 | Common | SOLE |
| 00091E109 | ABSI | ABSCI Corporation | $4.0M | 0.20% | 700,000 | Common | SOLE |
| 046513107 | ATRAGBX | Atara Biotherapeutics Inc | $2.9M | 0.14% | 4,150,000 | Common | SOLE |
| 09203E105 | BDTX | Black Diamond Therapeutics I | $2.6M | 0.13% | 506,000 | Common | SOLE |
| 25460G716 | LABDUSD | Direxion SHS ETF TR | $2.6M | 0.13% | 350,000 | Common | SOLE |
| 09077B104 | BCABGBP | BioAtla Inc | $2.4M | 0.12% | 686,347 | Common | SOLE |
| 68572M106 | OBIO | Orchestra Biomed Hldgs Inc | $1.3M | 0.06% | 238,193 | Common | SOLE |
| 74365U107 | TARA | Protara Therapeutics Inc | $839,000 | 0.04% | 209,227 | Common | SOLE |
| 59935V107 | MIST | Milestone Pharmaceuticals In | $553,123 | 0.03% | 309,007 | Common | SOLE |
| 23306J101 | — | DBV Technologies S A | $374,550 | 0.02% | 500,000 | Common | SOLE |
| 67080N119 | NUVB/WS | Nuvation Bio Inc | $80,666 | 0.00% | 266,666 | Common | SOLE |
| 86889P117 | SRZNW | Surrozen Inc | $2,167 | 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.