13F HOLDINGS REPORT
Boxer Capital, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000895345-24-000585
Total Value
$2.04B
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | RVMDW | 4,279,464 | $194.1M | 9.52% |
| 2 | Tyra Biosciences Inc | TYRA | 6,448,359 | $151.6M | 7.44% |
| 3 | Nuvalent Inc | NUVL | 1,120,192 | $114.6M | 5.62% |
| 4 | BeiGene Ltd | BEIGF | 500,000 | $112.3M | 5.51% |
| 5 | Cytokinetics Inc | CYTK | 2,100,000 | $110.9M | 5.44% |
| 6 | Springworks Therapeutics Inc | 85205L107 | 3,421,541 | $109.6M | 5.38% |
| 7 | Merus N V | N5749R100 | 1,900,000 | $94.9M | 4.66% |
| 8 | Sarepta Therapeutics Inc | SRPT | 650,000 | $81.2M | 3.98% |
| 9 | Avidity Biosciences Inc | 05370A108 | 1,727,388 | $79.3M | 3.89% |
| 10 | Ideaya Biosciences Inc | IDYA | 2,202,812 | $69.8M | 3.42% |
| 11 | Tango Therapeutics Inc | TNGX | 8,198,642 | $63.1M | 3.10% |
| 12 | Argenx SE | ARGX | 100,000 | $54.2M | 2.66% |
| 13 | Apellis Pharmaceuticals Inc | APLS | 1,726,000 | $49.8M | 2.44% |
| 14 | Akero Therapeutics Inc | 00973Y108 | 1,676,733 | $48.1M | 2.36% |
| 15 | AnaptysBio Inc | ANABV | 1,300,000 | $43.5M | 2.14% |
| 16 | Axsome Therapeutics Inc | AXSM | 400,000 | $35.9M | 1.76% |
| 17 | iTeos Therapeutics Inc | 46565G104 | 2,946,915 | $30.1M | 1.48% |
| 18 | Legend Biotech Corp | LEGN | 600,000 | $29.2M | 1.43% |
| 19 | Geron Corp | GERN | 6,000,000 | $27.2M | 1.34% |
| 20 | Third Harmonic Bio Inc | 88427A107 | 2,000,000 | $27.1M | 1.33% |
| 21 | Rocket Pharmaceuticals Inc | RCKTW | 1,466,051 | $27.1M | 1.33% |
| 22 | Arcus Biosciences Inc | RCUS | 1,602,200 | $24.5M | 1.20% |
| 23 | Instil Bio Inc | TIL | 355,500 | $23.9M | 1.17% |
| 24 | Xenon Pharmaceuticals Inc | XENE | 600,000 | $23.6M | 1.16% |
| 25 | Immunovant Inc | IMVT | 825,000 | $23.5M | 1.15% |
| 26 | Kymera Therapeutics Inc | KYMR | 450,000 | $21.3M | 1.05% |
| 27 | Spyre Therapeutics Inc | SYRE | 696,480 | $20.5M | 1.01% |
| 28 | Kura Oncology Inc | KURA | 1,000,000 | $19.5M | 0.96% |
| 29 | Kalvista Pharmaceuticals Inc | KALV | 1,590,000 | $18.4M | 0.90% |
| 30 | Nkarta Inc | NKTX | 4,029,606 | $18.2M | 0.89% |
| 31 | Oric Pharmaceuticals Inc | ORIC | 1,732,571 | $17.8M | 0.87% |
| 32 | Structure Therapeutics Inc | GPCR | 400,000 | $17.6M | 0.86% |
| 33 | Fate Therapeutics Inc | FATE | 4,960,910 | $17.4M | 0.85% |
| 34 | Enliven Therapeutics Inc | ELVN | 671,358 | $17.1M | 0.84% |
| 35 | Replimune Group Inc | REPL | 1,536,341 | $16.8M | 0.83% |
| 36 | Day One Biopharmaceuticals I | DAWN | 1,189,943 | $16.6M | 0.81% |
| 37 | Cullinan Therapeutics | CGEM | 907,895 | $15.2M | 0.75% |
| 38 | Arvinas Inc | ARVN | 608,614 | $15.0M | 0.74% |
| 39 | Eliem Therapeutics Inc | CLYM | 2,603,190 | $13.3M | 0.65% |
| 40 | Relay Therapeutics Inc | RLAY | 1,819,132 | $12.9M | 0.63% |
| 41 | Nurix Therapeutics Inc | NRIX | 563,067 | $12.7M | 0.62% |
| 42 | Prothena Corp PLC | PRTA | 690,000 | $11.5M | 0.57% |
| 43 | Uniqure NV | QURE | 2,225,000 | $11.0M | 0.54% |
| 44 | Apogee Therapeutics Inc | APGE | 179,000 | $10.5M | 0.52% |
| 45 | Olema Pharmaceuticals Inc. | OLMA | 650,000 | $7.8M | 0.38% |
| 46 | Iovance Biotherapeutics Inc | IOVA | 750,000 | $7.0M | 0.35% |
| 47 | Century Therapeutics Inc | IPSC | 3,900,000 | $6.7M | 0.33% |
| 48 | Jasper Therapeutics Inc | JSPRW | 350,000 | $6.6M | 0.32% |
| 49 | Sana Biotechnology Inc | SANA | 1,545,000 | $6.4M | 0.32% |
| 50 | Terns Pharmaceuticals Inc | TERN | 752,000 | $6.3M | 0.31% |
| 51 | Scholar Rock Holding Corp | SRRK | 750,000 | $6.0M | 0.29% |
| 52 | Poseida Therapeutics | 73730P108 | 2,000,000 | $5.7M | 0.28% |
| 53 | Summit Therapeutics Inc | SMMT | 250,000 | $5.5M | 0.27% |
| 54 | Engene Holdings Inc | ENGNW | 727,900 | $4.8M | 0.24% |
| 55 | Prelude Therapeutics Inc | PRLD | 1,708,187 | $3.5M | 0.17% |
| 56 | Bicara Therapeutics Inc. | BCAX | 135,000 | $3.4M | 0.17% |
| 57 | Mersana Therapeutics Inc | 59045L106 | 1,817,000 | $3.4M | 0.17% |
| 58 | Boundless Bio Inc | BOLD | 711,329 | $2.5M | 0.12% |
| 59 | Black Diamond Therapeutics I | BDTX | 506,000 | $2.2M | 0.11% |
| 60 | Zentalis Pharmaceuticals Inc | ZNTL | 450,000 | $1.7M | 0.08% |
| 61 | Protara Therapeutics Inc | TARA | 811,627 | $1.5M | 0.07% |
| 62 | Orchestra Biomed Hldgs Inc | OBIO | 238,193 | $1.2M | 0.06% |
| 63 | Zura Bio Ltd | ZURA | 300,000 | $1.2M | 0.06% |
| 64 | BioAtla Inc | BCAB | 686,347 | $1.2M | 0.06% |
| 65 | Milestone Pharmaceuticals In | MIST | 309,007 | $469,691 | 0.02% |
| 66 | DBV Technologies S A | DBVTF | 250,000 | $175,000 | 0.01% |
| 67 | Nuvation Bio Inc | NUVB | 266,666 | $26,107 | 0.00% |
| 68 | Surrozen Inc | SRZNW | 66,666 | $1,333 | 0.00% |