13F HOLDINGS REPORT
Boxer Capital, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000895345-24-000182
Total Value
$2.02B
Positions
0
Other Managers
0
Confidential Omitted
No
Holdings (59)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Springworks Therapeutics Inc | 85205L107 | 3,421,541 | $168.4M | 8.32% |
| 2 | Cytokinetics Inc | CYTK | 2,100,000 | $147.2M | 7.27% |
| 3 | Revolution Medicines Inc | RVMDW | 4,279,464 | $137.9M | 6.81% |
| 4 | Tyra Biosciences Inc | TYRA | 6,448,359 | $105.8M | 5.22% |
| 5 | Apellis Pharmaceuticals Inc | APLS | 1,726,000 | $101.5M | 5.01% |
| 6 | Ideaya Biosciences Inc | IDYA | 2,202,812 | $96.7M | 4.77% |
| 7 | Merus N V | N5749R100 | 1,900,000 | $85.6M | 4.23% |
| 8 | Sarepta Therapeutics Inc | SRPT | 650,000 | $84.1M | 4.16% |
| 9 | Nuvalent Inc | NUVL | 1,120,192 | $84.1M | 4.15% |
| 10 | BeiGene Ltd | BEIGF | 500,000 | $78.2M | 3.86% |
| 11 | Tango Therapeutics Inc | TNGX | 8,198,642 | $65.1M | 3.22% |
| 12 | Nkarta Inc | NKTX | 5,607,350 | $60.6M | 2.99% |
| 13 | Fate Therapeutics Inc | FATE | 8,215,910 | $60.3M | 2.98% |
| 14 | Avidity Biosciences Inc | 05370A108 | 1,727,388 | $44.1M | 2.18% |
| 15 | Akero Therapeutics Inc | 00973Y108 | 1,676,733 | $42.4M | 2.09% |
| 16 | Rocket Pharmaceuticals Inc | RCKTW | 1,466,051 | $39.5M | 1.95% |
| 17 | Argenx SE | ARGX | 100,000 | $39.4M | 1.94% |
| 18 | Legend Biotech Corp | LEGN | 600,000 | $33.7M | 1.66% |
| 19 | Axsome Therapeutics Inc | AXSM | 400,000 | $31.9M | 1.58% |
| 20 | Arcus Biosciences Inc | RCUS | 1,602,200 | $30.2M | 1.49% |
| 21 | AnaptysBio Inc | ANABV | 1,300,000 | $29.3M | 1.45% |
| 22 | Immunovant Inc | IMVT | 825,000 | $26.7M | 1.32% |
| 23 | Xenon Pharmaceuticals Inc | XENE | 600,000 | $25.8M | 1.28% |
| 24 | Arvinas Inc | ARVN | 608,614 | $25.1M | 1.24% |
| 25 | iTeos Therapeutics Inc | 46565G104 | 1,804,058 | $24.6M | 1.22% |
| 26 | Viking Therapeutics Inc | VKTX | 300,000 | $24.6M | 1.21% |
| 27 | Oric Pharmaceuticals Inc | ORIC | 1,732,571 | $23.8M | 1.18% |
| 28 | Kura Oncology Inc | KURA | 1,000,000 | $21.3M | 1.05% |
| 29 | Geron Corp | GERN | 6,000,000 | $19.8M | 0.98% |
| 30 | Day One Biopharmaceuticals I | DAWN | 1,189,943 | $19.7M | 0.97% |
| 31 | Third Harmonic Bio Inc | 88427A107 | 2,000,000 | $18.9M | 0.93% |
| 32 | Kalvista Pharmaceuticals Inc | KALV | 1,590,000 | $18.9M | 0.93% |
| 33 | Allogene Therapeutics Inc | ALLO | 3,850,000 | $17.2M | 0.85% |
| 34 | Structure Therapeutics Inc | GPCR | 400,000 | $17.1M | 0.85% |
| 35 | Prothena Corp PLC | PRTA | 690,000 | $17.1M | 0.84% |
| 36 | Sana Biotechnology Inc | SANA | 1,545,000 | $15.4M | 0.76% |
| 37 | Relay Therapeutics Inc | RLAY | 1,819,132 | $15.1M | 0.75% |
| 38 | Poseida Therapeutics Inc | 73730P108 | 4,475,000 | $14.3M | 0.71% |
| 39 | Engene Holdings Inc | ENGNW | 727,900 | $12.3M | 0.61% |
| 40 | Prelude Therapeutics Inc | PRLD | 2,568,287 | $12.2M | 0.60% |
| 41 | Enliven Therapeutics Inc | ELVN | 671,358 | $11.8M | 0.58% |
| 42 | Iovance Biotherapeutics Inc | IOVA | 750,000 | $11.1M | 0.55% |
| 43 | Jasper Therapeutics Inc | JSPRW | 350,000 | $10.3M | 0.51% |
| 44 | Boundless Bio Inc | BOLD | 711,329 | $10.1M | 0.50% |
| 45 | Spyre Therapeutics Inc | SYRE | 250,000 | $9.5M | 0.47% |
| 46 | Century Therapeutics Inc | IPSC | 1,750,000 | $7.3M | 0.36% |
| 47 | Zentalis Pharmaceuticals Inc | ZNTL | 450,000 | $7.1M | 0.35% |
| 48 | Amylyx Pharmaceuticals Inc | AMLX | 1,500,000 | $4.3M | 0.21% |
| 49 | ABSCI Corporation | ABSI | 700,000 | $4.0M | 0.20% |
| 50 | Atara Biotherapeutics Inc | ATRA | 4,150,000 | $2.9M | 0.14% |
| 51 | Black Diamond Therapeutics I | BDTX | 506,000 | $2.6M | 0.13% |
| 52 | Direxion SHS ETF TR | 25460G716 | 350,000 | $2.6M | 0.13% |
| 53 | BioAtla Inc | BCAB | 686,347 | $2.4M | 0.12% |
| 54 | Orchestra Biomed Hldgs Inc | OBIO | 238,193 | $1.3M | 0.06% |
| 55 | Protara Therapeutics Inc | TARA | 209,227 | $839,000 | 0.04% |
| 56 | Milestone Pharmaceuticals In | MIST | 309,007 | $553,123 | 0.03% |
| 57 | DBV Technologies S A | DBVTF | 500,000 | $374,550 | 0.02% |
| 58 | Nuvation Bio Inc | NUVB | 266,666 | $80,666 | 0.00% |
| 59 | Surrozen Inc | SRZNW | 66,666 | $2,167 | 0.00% |