Boxer Capital Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.2T
Holdings
60
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RVMDRevolution Medicines Inc | 4,279,464 | $187.2B | 15.94% | |
| 2 | SWTXSpringworks Therapeutics Inc | 3,421,541 | $123.6B | 10.53% | |
| 3 | NUVLNuvalent Inc | 1,120,192 | $87.7B | 7.47% | |
| 4 | MRUSMerus N V | 1,900,000 | $79.9B | 6.80% | |
| 5 | RNAAvidity Biosciences Inc | 1,727,388 | $50.2B | 4.28% | |
| 6 | APLSApellis Pharmaceuticals Inc | 1,426,000 | $45.5B | 3.87% | |
| 7 | AXSMAxsome Therapeutics Inc | 470,000 | $39.8B | 3.39% | |
| 8 | SRRKScholar Rock Hldg Corp | 750,000 | $32.4B | 2.76% | |
| 9 | TNGXTango Therapeutics Inc | 10,380,999 | $32.1B | 2.73% | |
| 10 | TYRATyra Biosciences Inc | 2,027,678 | $28.2B | 2.40% | |
| 11 | RCUSArcus Biosciences Inc | 1,602,200 | $23.9B | 2.03% | |
| 12 | XENEXenon Pharmaceuticals Inc | 600,000 | $23.5B | 2.00% | |
| 13 | LEGNLegend Biotech Corp | 700,000 | $22.8B | 1.94% | |
| 14 | REPLReplimune Group Inc | 1,796,341 | $21.8B | 1.85% | |
| 15 | GONGeron Corp | 6,000,000 | $21.2B | 1.81% | |
| 16 | THRDThird Harmonic Bio Inc | 2,000,000 | $20.6B | 1.75% | |
| 17 | IMVTImmunovant Inc | 825,000 | $20.4B | 1.74% | |
| 18 | ARVNArvinas Inc | 1,058,614 | $20.3B | 1.73% | |
| 19 | PSTXUSDPoseida Therapeutics Inc | 2,000,000 | $19.2B | 1.63% | |
| 20 | RCKTRocket Pharmaceuticals Inc | 1,466,051 | $18.4B | 1.57% | |
| 21 | ANABAnaptys Bio Inc | 1,300,000 | $17.2B | 1.47% | |
| 22 | KYMRKymera Therapeutics Inc | 425,000 | $17.1B | 1.46% | |
| 23 | ELVNEnliven Therapeutics Inc | 671,358 | $15.1B | 1.29% | |
| 24 | DAWNDay One Biopharmaceuticals I | 1,189,943 | $15.1B | 1.28% | |
| 25 | ORICOric Pharmaceuticals Inc | 1,732,571 | $14.0B | 1.19% | |
| 26 | GPCRStructure Therapeutics Inc | 500,000 | $13.6B | 1.15% | |
| 27 | KALVKalvista Pharmaceuticals Inc | 1,590,000 | $13.5B | 1.15% | |
| 28 | QUREUniqure NV | 750,000 | $13.2B | 1.13% | |
| 29 | CGEMCullinan Therapeutics Inc | 907,895 | $11.1B | 0.94% | |
| 30 | SYRESpyre Therapeutics Inc | 466,680 | $10.9B | 0.93% | |
| 31 | NRIXNurix Therapeutics Inc | 563,067 | $10.6B | 0.90% | |
| 32 | KODKodiak Sciences Inc | 1,000,000 | $9.9B | 0.85% | |
| 33 | PRTAProthena Corp PLC | 690,000 | $9.6B | 0.81% | |
| 34 | JSPRJasper Therapeutics Inc | 350,000 | $7.5B | 0.64% | |
| 35 | 5E7iTeos Therapeutics Inc | 946,915 | $7.3B | 0.62% | |
| 36 | CMRXEURChimerix Inc | 2,060,000 | $7.2B | 0.61% | |
| 37 | TILInstil Bio Inc | 355,500 | $6.8B | 0.58% | |
| 38 | AMLXAmylyx Pharmaceuticals Inc | 1,750,000 | $6.6B | 0.56% | |
| 39 | IOVAIovance Biotherapeutics Inc | 750,000 | $5.5B | 0.47% | |
| 40 | CLYMClimb Bio Inc | 2,603,190 | $4.7B | 0.40% | |
| 41 | SMMTSummit Therapeutics Inc | 250,000 | $4.5B | 0.38% | |
| 42 | TERNTerns Pharmaceuticals Inc | 752,000 | $4.2B | 0.35% | |
| 43 | KROSKeros Therapeutics Inc | 250,000 | $4.0B | 0.34% | |
| 44 | APGEApogee Therapeutics Inc | 86,000 | $3.9B | 0.33% | |
| 45 | OLMAOlema Pharmaceuticals Inc | 650,000 | $3.8B | 0.32% | |
| 46 | —Mersana Therapeutics Inc | 2,635,000 | $3.8B | 0.32% | |
| 47 | SANASana Biotechnology Inc | 1,545,000 | $2.5B | 0.21% | |
| 48 | BCAXBicara Therapeutics Inc | 135,000 | $2.4B | 0.20% | |
| 49 | RLAYRelay Therapeutics Inc | 536,132 | $2.2B | 0.19% | |
| 50 | PRLDPrelude Therapeutics Inc | 1,708,187 | $2.2B | 0.19% | |
| 51 | ZNTLZentalis Pharmaceuticals Inc | 450,000 | $1.4B | 0.12% | |
| 52 | BDTXBlack Diamond Therapeutics I | 506,000 | $1.1B | 0.09% | |
| 53 | OBIOOrchestra Biomed Hldgs Inc | 238,193 | $952.8M | 0.08% | |
| 54 | ZURAZura Bio Ltd | 300,000 | $750.0M | 0.06% | |
| 55 | MISTMilestone Pharmaceuticals In | 309,007 | $729.3M | 0.06% | |
| 56 | BOLDBoundless Bio Inc | 250,000 | $725.0M | 0.06% | |
| 57 | BCABBioAtla Inc | 686,347 | $405.8M | 0.03% | |
| 58 | DBVTDBV Technologies S A | 50,000 | $154.5M | 0.01% | |
| 59 | NUVB/WSNuvation Bio Inc | 266,666 | $61.3M | 0.01% | |
| 60 | SRZNWSurrozen Inc | 66,666 | $1.7M | 0.00% |