BOXER CAPITAL MANAGEMENT, LLC
BOXER CAPITAL MANAGEMENT, LLC runs BOXER CAPITAL MANAGEMENT, LLC and currently holds 63 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.33B. Their top holdings are TNGX, RVMD, ABVX, QURE, KOD. The top five represent 48.3% of reported portfolio weight. BOXER CAPITAL MANAGEMENT, LLC ranks #35 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BOXER CAPITAL MANAGEMENT, LLC initiated 4 new positions. They added to 12 existing positions. They trimmed 1 position. Their current best-performing preview position is QURE with returns of +181.71%.
63 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
TNGX TANGO THERAPEUTICS INC | 25.61% | $3.68 | $23.88 | +548.91% | Held |
RVMD REVOLUTION MEDICINES INC | 7.05% | $54.44 | $209.46 | +284.75% | Held |
ABVX ABIVAX SA | 6.07% | $120.96 | $114.95 | -4.97% | Added +202.50% |
QURE UNIQURE NV | 5.21% | $33.11 | $48.37 | +46.09% | Added +127.08% |
KOD KODIAK SCIENCES INC | 4.34% | $21.11 | $38.33 | +81.57% | Added +8.57% |
KYMR KYMERA THERAPEUTICS INC | 3.71% | $59.08 | $119.80 | +102.78% | Added +30.39% |
DFTX DEFINIUM THERAPEUTICS INC | 3.54% | $30.17 | $44.91 | +48.86% | Added +66.83% |
REPL REPLIMUNE GROUP INC | 3.32% | $10.80 | $14.77 | +36.76% | Added +238.98% |
CELC CELCUITY INC | 3.28% | $91.11 | $93.53 | +2.66% | Added +85.12% |
PGEN PRECIGEN INC | 2.21% | $4.39 | $7.20 | +64.01% | Added +47.14% |
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