BOXER CAPITAL MANAGEMENT, LLC 13F Portfolio
BOXER CAPITAL MANAGEMENT, LLC runs BOXER CAPITAL MANAGEMENT, LLC and currently holds 63 stock positions, which is fewer than the average of 231 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 #36 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%.
Portfolio Value
$1.33B
Alpha Score
217.5
#36 of 1000
Holdings
63
BOXER CAPITAL MANAGEMENT, LLC Current 13F Holdings
Reported holdings from BOXER CAPITAL MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
63 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
TNGX TANGO THERAPEUTICS INC | 25.61% | $3.68 | $23.81 | +547.01% | Held |
RVMD REVOLUTION MEDICINES INC | 7.05% | $54.44 | $189.76 | +248.57% | Held |
ABVX ABIVAX SA | 6.07% | $120.96 | $88.15 | -27.12% | Added +202.50% |
QURE UNIQURE NV | 5.21% | $33.11 | $22.59 | -31.77% | Added +127.08% |
KOD KODIAK SCIENCES INC | 4.34% | $21.11 | $99.87 | +373.09% | Added +8.57% |
KYMR KYMERA THERAPEUTICS INC | 3.71% | $59.08 | $112.40 | +90.25% | Added +30.39% |
DFTX DEFINIUM THERAPEUTICS INC | 3.54% | $30.17 | $36.90 | +22.31% | Added +66.83% |
REPL REPLIMUNE GROUP INC | 3.32% | $10.80 | $13.42 | +24.26% | Added +238.98% |
CELC CELCUITY INC | 3.28% | $91.11 | $67.94 | -25.43% | Added +85.12% |
PGEN PRECIGEN INC | 2.21% | $4.39 | $7.81 | +77.90% | Added +47.14% |
Showing 1-10 of 63