Q3 2024 · 13F-HR
Boxer Capital, LLCholdings as filed
Filed 2024-11-14 · accession 0000895345-24-000585
$2.04B
Reported value
68
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 76155X100 | RVMD | Revolution Medicines Inc | $194.1M | 9.52% | 4,279,464 | Common | SOLE |
| 90240B106 | TYRA | Tyra Biosciences Inc | $151.6M | 7.44% | 6,448,359 | Common | SOLE |
| 670703107 | NUVL | Nuvalent Inc | $114.6M | 5.62% | 1,120,192 | Common | SOLE |
| 07725L102 | ONC | BeiGene Ltd | $112.3M | 5.51% | 500,000 | Common | SOLE |
| 23282W605 | CYTK | Cytokinetics Inc | $110.9M | 5.44% | 2,100,000 | Common | SOLE |
| 85205L107 | SWTXUSD | Springworks Therapeutics Inc | $109.6M | 5.38% | 3,421,541 | Common | SOLE |
| N5749R100 | 2GH | Merus N V | $94.9M | 4.66% | 1,900,000 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $81.2M | 3.98% | 650,000 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $79.3M | 3.89% | 1,727,388 | Common | SOLE |
| 45166A102 | IDYA | Ideaya Biosciences Inc | $69.8M | 3.42% | 2,202,812 | Common | SOLE |
| 87583X109 | TNGX | Tango Therapeutics Inc | $63.1M | 3.10% | 8,198,642 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE | $54.2M | 2.66% | 100,000 | Common | SOLE |
| 03753U106 | APLSUSD | Apellis Pharmaceuticals Inc | $49.8M | 2.44% | 1,726,000 | Common | SOLE |
| 00973Y108 | AKRO | Akero Therapeutics Inc | $48.1M | 2.36% | 1,676,733 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $43.5M | 2.14% | 1,300,000 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $35.9M | 1.76% | 400,000 | Common | SOLE |
| 46565G104 | 5E7 | iTeos Therapeutics Inc | $30.1M | 1.48% | 2,946,915 | Common | SOLE |
| 52490G102 | LEGN | Legend Biotech Corp | $29.2M | 1.43% | 600,000 | Common | SOLE |
| 374163103 | GERN | Geron Corp | $27.2M | 1.34% | 6,000,000 | Common | SOLE |
| 88427A107 | — | Third Harmonic Bio Inc | $27.1M | 1.33% | 2,000,000 | Common | SOLE |
| 77313F106 | RCKT | Rocket Pharmaceuticals Inc | $27.1M | 1.33% | 1,466,051 | Common | SOLE |
| 03969F109 | RCUS | Arcus Biosciences Inc | $24.5M | 1.20% | 1,602,200 | Common | SOLE |
| 45783C200 | TIL | Instil Bio Inc | $23.9M | 1.17% | 355,500 | Common | SOLE |
| 98420N105 | XENE | Xenon Pharmaceuticals Inc | $23.6M | 1.16% | 600,000 | Common | SOLE |
| 45258J102 | IMVT | Immunovant Inc | $23.5M | 1.15% | 825,000 | Common | SOLE |
| 501575104 | KYMR | Kymera Therapeutics Inc | $21.3M | 1.05% | 450,000 | Common | SOLE |
| 00773J202 | SYRE | Spyre Therapeutics Inc | $20.5M | 1.01% | 696,480 | Common | SOLE |
| 50127T109 | KURA | Kura Oncology Inc | $19.5M | 0.96% | 1,000,000 | Common | SOLE |
| 483497103 | KALV | Kalvista Pharmaceuticals Inc | $18.4M | 0.90% | 1,590,000 | Common | SOLE |
| 65487U108 | NKTX | Nkarta Inc | $18.2M | 0.89% | 4,029,606 | Common | SOLE |
| 68622P109 | ORIC | Oric Pharmaceuticals Inc | $17.8M | 0.87% | 1,732,571 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $17.6M | 0.86% | 400,000 | Common | SOLE |
| 31189P102 | FATE | Fate Therapeutics Inc | $17.4M | 0.85% | 4,960,910 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $17.1M | 0.84% | 671,358 | Common | SOLE |
| 76029N106 | REPL | Replimune Group Inc | $16.8M | 0.83% | 1,536,341 | Common | SOLE |
| 23954D109 | DAWNGBX | Day One Biopharmaceuticals I | $16.6M | 0.81% | 1,189,943 | Common | SOLE |
| 230031106 | CGEM | Cullinan Therapeutics | $15.2M | 0.75% | 907,895 | Common | SOLE |
| 04335A105 | ARVN | Arvinas Inc | $15.0M | 0.74% | 608,614 | Common | SOLE |
| 28658R106 | CLYM | Eliem Therapeutics Inc | $13.3M | 0.65% | 2,603,190 | Common | SOLE |
| 75943R102 | RLAY | Relay Therapeutics Inc | $12.9M | 0.63% | 1,819,132 | Common | SOLE |
| 67080M103 | NRIX | Nurix Therapeutics Inc | $12.7M | 0.62% | 563,067 | Common | SOLE |
| G72800108 | PRTA | Prothena Corp PLC | $11.5M | 0.57% | 690,000 | Common | SOLE |
| N90064101 | QURE | Uniqure NV | $11.0M | 0.54% | 2,225,000 | Common | SOLE |
| 03770N101 | APGE | Apogee Therapeutics Inc | $10.5M | 0.52% | 179,000 | Common | SOLE |
| 68062P106 | OLMA | Olema Pharmaceuticals Inc. | $7.8M | 0.38% | 650,000 | Common | SOLE |
| 462260100 | IOVA | Iovance Biotherapeutics Inc | $7.0M | 0.35% | 750,000 | Common | SOLE |
| 15673T100 | IPSC | Century Therapeutics Inc | $6.7M | 0.33% | 3,900,000 | Common | SOLE |
| 471871202 | JSPR | Jasper Therapeutics Inc | $6.6M | 0.32% | 350,000 | Common | SOLE |
| 799566104 | SANA | Sana Biotechnology Inc | $6.4M | 0.32% | 1,545,000 | Common | SOLE |
| 880881107 | 430 | Terns Pharmaceuticals Inc | $6.3M | 0.31% | 752,000 | Common | SOLE |
| 80706P103 | SRRK | Scholar Rock Holding Corp | $6.0M | 0.29% | 750,000 | Common | SOLE |
| 73730P108 | PSTXUSD | Poseida Therapeutics | $5.7M | 0.28% | 2,000,000 | Common | SOLE |
| 86627T108 | SMMT | Summit Therapeutics Inc | $5.5M | 0.27% | 250,000 | Common | SOLE |
| 29286M105 | — | Engene Holdings Inc | $4.8M | 0.24% | 727,900 | Common | SOLE |
| 74065P101 | PRLD | Prelude Therapeutics Inc | $3.5M | 0.17% | 1,708,187 | Common | SOLE |
| 055477103 | BCAX | Bicara Therapeutics Inc. | $3.4M | 0.17% | 135,000 | Common | SOLE |
| 59045L106 | MRSN | Mersana Therapeutics Inc | $3.4M | 0.17% | 1,817,000 | Common | SOLE |
| 10170A100 | BOLD | Boundless Bio Inc | $2.5M | 0.12% | 711,329 | Common | SOLE |
| 09203E105 | BDTX | Black Diamond Therapeutics I | $2.2M | 0.11% | 506,000 | Common | SOLE |
| 98943L107 | ZNTL | Zentalis Pharmaceuticals Inc | $1.7M | 0.08% | 450,000 | Common | SOLE |
| 74365U107 | TARA | Protara Therapeutics Inc | $1.5M | 0.07% | 811,627 | Common | SOLE |
| 68572M106 | OBIO | Orchestra Biomed Hldgs Inc | $1.2M | 0.06% | 238,193 | Common | SOLE |
| G9TY5A101 | ZURA | Zura Bio Ltd | $1.2M | 0.06% | 300,000 | Common | SOLE |
| 09077B104 | BCABGBP | BioAtla Inc | $1.2M | 0.06% | 686,347 | Common | SOLE |
| 59935V107 | MIST | Milestone Pharmaceuticals In | $469,691 | 0.02% | 309,007 | Common | SOLE |
| 23306J200 | DBVT | DBV Technologies S A | $175,000 | 0.01% | 250,000 | Common | SOLE |
| 67080N119 | NUVB/WS | Nuvation Bio Inc | $26,107 | 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.