BOXER CAPITAL MANAGEMENT, LLC

PrivateCIK: 2018299
Location

SAN DIEGO, CA

54
Positions
$761.65M
Total AUM (reported)
48.50M
Total Shares

Allocation by class

TOTAL AUM$761.65M54 positions
COM$615.28M80.8%
COM NEW$75.57M9.9%
SPONSORED ADS$25.89M3.4%
COM SHS$17.16M2.3%
SHS$10.82M1.4%
CL A$6.45M0.8%
CLASS A ORD SHS$5.36M0.7%

Portfolio Concentration

Top 343.1%4–1020.3%11–2523.8%Rest12.8%TOP 1063.3%0%100%
Top 3$328.04M43.1%
4–10$154.28M20.3%
11–25$181.48M23.8%
Rest$97.86M12.8%

Top 3 weight

43.1%

Top 10 weight

63.3%

Voting Authority Distribution

Total shares with voting rights: 48.50M

Sole

Full voting authority

48.50M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:

TANGO THERAPEUTICS INC

SOLE
COM
Shares10.88M
TypeSH
Market value$227.53M
29.87%
Sole
10.88M
Shared
0.00
None
0.00

KODIAK SCIENCES INC

SOLE
COM
Shares1.36M
TypeSH
Market value$51.88M
6.81%
Sole
1.36M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares500K
TypeSH
Market value$48.63M
6.38%
Sole
500K
Shared
0.00
None
0.00

KYMERA THERAPEUTICS INC

SOLE
COM
Shares329.10K
TypeSH
Market value$27.41M
3.60%
Sole
329.10K
Shared
0.00
None
0.00

CELCUITY INC

SOLE
COM
Shares225K
TypeSH
Market value$25.68M
3.37%
Sole
225K
Shared
0.00
None
0.00

SURROZEN INC

SOLE
COM NEW
Shares766.32K
TypeSH
Market value$22.32M
2.93%
Sole
766.32K
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares200K
TypeSH
Market value$22.27M
2.92%
Sole
200K
Shared
0.00
None
0.00

TERNS PHARMACEUTICALS INC

SOLE
COM
Shares375K
TypeSH
Market value$19.77M
2.60%
Sole
375K
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares325K
TypeSH
Market value$18.89M
2.48%
Sole
325K
Shared
0.00
None
0.00

CAPRICOR THERAPEUTICS INC

SOLE
COM NEW
Shares590K
TypeSH
Market value$17.94M
2.35%
Sole
590K
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares170K
TypeSH
Market value$17.92M
2.35%
Sole
170K
Shared
0.00
None
0.00

VIR BIOTECHNOLOGY INC

SOLE
COM
Shares1.87M
TypeSH
Market value$16.72M
2.20%
Sole
1.87M
Shared
0.00
None
0.00

CORVUS PHARMACEUTICALS INC

SOLE
COM
Shares1.10M
TypeSH
Market value$16.09M
2.11%
Sole
1.10M
Shared
0.00
None
0.00

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares46.46K
TypeSH
Market value$14.97M
1.97%
Sole
46.46K
Shared
0.00
None
0.00

PTC THERAPEUTICS INC

SOLE
COM
Shares200K
TypeSH
Market value$13.63M
1.79%
Sole
200K
Shared
0.00
None
0.00

PRECIGEN INC

SOLE
COM
Shares3.50M
TypeSH
Market value$13.54M
1.78%
Sole
3.50M
Shared
0.00
None
0.00

DEFINIUM THERAPEUTICS INC

SOLE
COM SHS
Shares598.50K
TypeSH
Market value$11.31M
1.49%
Sole
598.50K
Shared
0.00
None
0.00

AMYLYX PHARMACEUTICALS INC

SOLE
COM
Shares800K
TypeSH
Market value$11.12M
1.46%
Sole
800K
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares662K
TypeSH
Market value$10.82M
1.42%
Sole
662K
Shared
0.00
None
0.00

OPUS GENETICS INC

SOLE
COM
Shares2.25M
TypeSH
Market value$10.24M
1.34%
Sole
2.25M
Shared
0.00
None
0.00

CORCEPT THERAPEUTICS INC

SOLE
COM
Shares250K
TypeSH
Market value$10.08M
1.32%
Sole
250K
Shared
0.00
None
0.00

UROGEN PHARMA LTD

SOLE
COM
Shares500K
TypeSH
Market value$8.99M
1.18%
Sole
500K
Shared
0.00
None
0.00

REPLIMUNE GROUP INC

SOLE
COM
Shares1.18M
TypeSH
Market value$8.99M
1.18%
Sole
1.18M
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares225K
TypeSH
Market value$8.66M
1.14%
Sole
225K
Shared
0.00
None
0.00

PALISADE BIO INC

SOLE
COM
Shares4.80M
TypeSH
Market value$8.40M
1.10%
Sole
4.80M
Shared
0.00
None
0.00
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