Boxer Capital Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Boxer Capital Management, LLC disclosed 60 US equity positions worth $1.2bn in its Q4 2024 13F filing. The largest position was RVMD at 15.9% of the reported book, followed by SWTXUSD and Nuvalent Inc.
What did Boxer Capital Management, LLC own in Q4 2024? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines Inc | Healthcare | 15.9% | $187.2m | 4,279,464 | – | |
| 2 | SWTXUSD Springworks Therapeutics Inc | 10.5% | $123.6m | 3,421,541 | – | ||
| 3 | Nuvalent Inc | 7.5% | $87.7m | 1,120,192 | – | ||
| 4 | Merus N V | 6.8% | $79.9m | 1,900,000 | – | ||
| 5 | RNAGBP Avidity Biosciences Inc | 4.3% | $50.2m | 1,727,388 | – | ||
| 6 | APLSUSD Apellis Pharmaceuticals Inc | 3.9% | $45.5m | 1,426,000 | – | ||
| 7 | AXSM Axsome Therapeutics Inc | Healthcare | 3.4% | $39.8m | 470,000 | – | |
| 8 | SRRK Scholar Rock Hldg Corp | Healthcare | 2.8% | $32.4m | 750,000 | – | |
| 9 | TNGX Tango Therapeutics Inc | Healthcare | 2.7% | $32.1m | 10,380,999 | – | |
| 10 | TYRA Tyra Biosciences Inc | Healthcare | 2.4% | $28.2m | 2,027,678 | – | |
| 11 | RCUS Arcus Biosciences Inc | Healthcare | 2.0% | $23.9m | 1,602,200 | – | |
| 12 | XENE Xenon Pharmaceuticals Inc | Healthcare | 2.0% | $23.5m | 600,000 | – | |
| 13 | LEGN Legend Biotech Corp | Healthcare | 1.9% | $22.8m | 700,000 | – | |
| 14 | REPL Replimune Group Inc | Healthcare | 1.9% | $21.8m | 1,796,341 | – | |
| 15 | GERN Geron Corp | Healthcare | 1.8% | $21.2m | 6,000,000 | – | |
| 16 | Third Harmonic Bio Inc | 1.8% | $20.6m | 2,000,000 | – | ||
| 17 | IMVT Immunovant Inc | Healthcare | 1.7% | $20.4m | 825,000 | – | |
| 18 | ARVN Arvinas Inc | Healthcare | 1.7% | $20.3m | 1,058,614 | – | |
| 19 | PSTXUSD Poseida Therapeutics Inc | 1.6% | $19.2m | 2,000,000 | – | ||
| 20 | RCKT Rocket Pharmaceuticals Inc | Healthcare | 1.6% | $18.4m | 1,466,051 | – | |
| 21 | ANAB Anaptys Bio Inc | Healthcare | 1.5% | $17.2m | 1,300,000 | – | |
| 22 | KYMR Kymera Therapeutics Inc | Healthcare | 1.5% | $17.1m | 425,000 | – | |
| 23 | ELVN Enliven Therapeutics Inc | Healthcare | 1.3% | $15.1m | 671,358 | – | |
| 24 | DAWNGBX Day One Biopharmaceuticals I | 1.3% | $15.1m | 1,189,943 | – | ||
| 25 | ORIC Oric Pharmaceuticals Inc | Healthcare | 1.2% | $14.0m | 1,732,571 | – | |
| 26 | GPCR Structure Therapeutics Inc | Healthcare | 1.2% | $13.6m | 500,000 | – | |
| 27 | 4XC1 Kalvista Pharmaceuticals Inc | 1.1% | $13.5m | 1,590,000 | – | ||
| 28 | QURE Uniqure NV | 1.1% | $13.2m | 750,000 | – | ||
| 29 | CGEM Cullinan Therapeutics Inc | Healthcare | 0.9% | $11.1m | 907,895 | – | |
| 30 | SYRE Spyre Therapeutics Inc | 0.9% | $10.9m | 466,680 | – | ||
| 31 | NRIX Nurix Therapeutics Inc | Healthcare | 0.9% | $10.6m | 563,067 | – | |
| 32 | KOD Kodiak Sciences Inc | Healthcare | 0.8% | $9.9m | 1,000,000 | – | |
| 33 | Prothena Corp PLC | 0.8% | $9.6m | 690,000 | – | ||
| 34 | JSPR Jasper Therapeutics Inc | 0.6% | $7.5m | 350,000 | – | ||
| 35 | 2662247D iTeos Therapeutics Inc | 0.6% | $7.3m | 946,915 | – | ||
| 36 | CMRXEUR Chimerix Inc | 0.6% | $7.2m | 2,060,000 | – | ||
| 37 | TIL Instil Bio Inc | 0.6% | $6.8m | 355,500 | – | ||
| 38 | AMLX Amylyx Pharmaceuticals Inc | Healthcare | 0.6% | $6.6m | 1,750,000 | – | |
| 39 | IOVA Iovance Biotherapeutics Inc | Healthcare | 0.5% | $5.5m | 750,000 | – | |
| 40 | CLYM Climb Bio Inc | 0.4% | $4.7m | 2,603,190 | – | ||
| 41 | SMMT Summit Therapeutics Inc | Healthcare | 0.4% | $4.5m | 250,000 | – | |
| 42 | 430 Terns Pharmaceuticals Inc | 0.4% | $4.2m | 752,000 | – | ||
| 43 | KROS Keros Therapeutics Inc | Healthcare | 0.3% | $4.0m | 250,000 | – | |
| 44 | APGE Apogee Therapeutics Inc | Healthcare | 0.3% | $3.9m | 86,000 | – | |
| 45 | OLMA Olema Pharmaceuticals Inc | Healthcare | 0.3% | $3.8m | 650,000 | – | |
| 46 | Mersana Therapeutics Inc | 0.3% | $3.8m | 2,635,000 | – | ||
| 47 | SANA Sana Biotechnology Inc | Healthcare | 0.2% | $2.5m | 1,545,000 | – | |
| 48 | BCAX Bicara Therapeutics Inc | 0.2% | $2.4m | 135,000 | – | ||
| 49 | RLAY Relay Therapeutics Inc | Healthcare | 0.2% | $2.2m | 536,132 | – | |
| 50 | PRLD Prelude Therapeutics Inc | 0.2% | $2.2m | 1,708,187 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.