13F HOLDINGS REPORT
Boxer Capital Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001213900-25-014345
Total Value
$1.17B
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | RVMDW | 4,279,464 | $187.2M | 15.94% |
| 2 | Springworks Therapeutics Inc | 85205L107 | 3,421,541 | $123.6M | 10.53% |
| 3 | Nuvalent Inc | NUVL | 1,120,192 | $87.7M | 7.47% |
| 4 | Merus N V | N5749R100 | 1,900,000 | $79.9M | 6.80% |
| 5 | Avidity Biosciences Inc | 05370A108 | 1,727,388 | $50.2M | 4.28% |
| 6 | Apellis Pharmaceuticals Inc | APLS | 1,426,000 | $45.5M | 3.87% |
| 7 | Axsome Therapeutics Inc | AXSM | 470,000 | $39.8M | 3.39% |
| 8 | Scholar Rock Hldg Corp | SRRK | 750,000 | $32.4M | 2.76% |
| 9 | Tango Therapeutics Inc | TNGX | 10,380,999 | $32.1M | 2.73% |
| 10 | Tyra Biosciences Inc | TYRA | 2,027,678 | $28.2M | 2.40% |
| 11 | Arcus Biosciences Inc | RCUS | 1,602,200 | $23.9M | 2.03% |
| 12 | Xenon Pharmaceuticals Inc | XENE | 600,000 | $23.5M | 2.00% |
| 13 | Legend Biotech Corp | LEGN | 700,000 | $22.8M | 1.94% |
| 14 | Replimune Group Inc | REPL | 1,796,341 | $21.8M | 1.85% |
| 15 | Geron Corp | GERN | 6,000,000 | $21.2M | 1.81% |
| 16 | Third Harmonic Bio Inc | 88427A107 | 2,000,000 | $20.6M | 1.75% |
| 17 | Immunovant Inc | IMVT | 825,000 | $20.4M | 1.74% |
| 18 | Arvinas Inc | ARVN | 1,058,614 | $20.3M | 1.73% |
| 19 | Poseida Therapeutics Inc | 73730P108 | 2,000,000 | $19.2M | 1.63% |
| 20 | Rocket Pharmaceuticals Inc | RCKTW | 1,466,051 | $18.4M | 1.57% |
| 21 | Anaptys Bio Inc | ANABV | 1,300,000 | $17.2M | 1.47% |
| 22 | Kymera Therapeutics Inc | KYMR | 425,000 | $17.1M | 1.46% |
| 23 | Enliven Therapeutics Inc | ELVN | 671,358 | $15.1M | 1.29% |
| 24 | Day One Biopharmaceuticals I | DAWN | 1,189,943 | $15.1M | 1.28% |
| 25 | Oric Pharmaceuticals Inc | ORIC | 1,732,571 | $14.0M | 1.19% |
| 26 | Structure Therapeutics Inc | GPCR | 500,000 | $13.6M | 1.15% |
| 27 | Kalvista Pharmaceuticals Inc | KALV | 1,590,000 | $13.5M | 1.15% |
| 28 | Uniqure NV | QURE | 750,000 | $13.2M | 1.13% |
| 29 | Cullinan Therapeutics Inc | CGEM | 907,895 | $11.1M | 0.94% |
| 30 | Spyre Therapeutics Inc | SYRE | 466,680 | $10.9M | 0.93% |
| 31 | Nurix Therapeutics Inc | NRIX | 563,067 | $10.6M | 0.90% |
| 32 | Kodiak Sciences Inc | KOD | 1,000,000 | $9.9M | 0.85% |
| 33 | Prothena Corp PLC | PRTA | 690,000 | $9.6M | 0.81% |
| 34 | Jasper Therapeutics Inc | JSPRW | 350,000 | $7.5M | 0.64% |
| 35 | iTeos Therapeutics Inc | 46565G104 | 946,915 | $7.3M | 0.62% |
| 36 | Chimerix Inc | 16934W106 | 2,060,000 | $7.2M | 0.61% |
| 37 | Instil Bio Inc | TIL | 355,500 | $6.8M | 0.58% |
| 38 | Amylyx Pharmaceuticals Inc | AMLX | 1,750,000 | $6.6M | 0.56% |
| 39 | Iovance Biotherapeutics Inc | IOVA | 750,000 | $5.5M | 0.47% |
| 40 | Climb Bio Inc | CLYM | 2,603,190 | $4.7M | 0.40% |
| 41 | Summit Therapeutics Inc | SMMT | 250,000 | $4.5M | 0.38% |
| 42 | Terns Pharmaceuticals Inc | TERN | 752,000 | $4.2M | 0.35% |
| 43 | Keros Therapeutics Inc | KROS | 250,000 | $4.0M | 0.34% |
| 44 | Apogee Therapeutics Inc | APGE | 86,000 | $3.9M | 0.33% |
| 45 | Olema Pharmaceuticals Inc | OLMA | 650,000 | $3.8M | 0.32% |
| 46 | Mersana Therapeutics Inc | 59045L106 | 2,635,000 | $3.8M | 0.32% |
| 47 | Sana Biotechnology Inc | SANA | 1,545,000 | $2.5M | 0.21% |
| 48 | Bicara Therapeutics Inc | BCAX | 135,000 | $2.4M | 0.20% |
| 49 | Relay Therapeutics Inc | RLAY | 536,132 | $2.2M | 0.19% |
| 50 | Prelude Therapeutics Inc | PRLD | 1,708,187 | $2.2M | 0.19% |
| 51 | Zentalis Pharmaceuticals Inc | ZNTL | 450,000 | $1.4M | 0.12% |
| 52 | Black Diamond Therapeutics I | BDTX | 506,000 | $1.1M | 0.09% |
| 53 | Orchestra Biomed Hldgs Inc | OBIO | 238,193 | $952,772 | 0.08% |
| 54 | Zura Bio Ltd | ZURA | 300,000 | $750,000 | 0.06% |
| 55 | Milestone Pharmaceuticals In | MIST | 309,007 | $729,257 | 0.06% |
| 56 | Boundless Bio Inc | BOLD | 250,000 | $725,000 | 0.06% |
| 57 | BioAtla Inc | BCAB | 686,347 | $405,768 | 0.03% |
| 58 | DBV Technologies S A | DBVTF | 50,000 | $154,500 | 0.01% |
| 59 | Nuvation Bio Inc | NUVB | 266,666 | $61,333 | 0.01% |
| 60 | Surrozen Inc | SRZNW | 66,666 | $1,660 | 0.00% |