BOXER CAPITAL MANAGEMENT, LLC

PrivateCIK: 2018299
Location

SAN DIEGO, CA

63
Positions
$1.33B
Total AUM (reported)
65.56M
Total Shares

Allocation by class

TOTAL AUM$1.33B63 positions
COM$958.36M72.2%
COM NEW$126.57M9.5%
SPONSORED ADS$92.53M7.0%
SHS$74.05M5.6%
COM SHS$52.37M3.9%
CL A$8.10M0.6%
CLASS A ORD$5.35M0.4%

Portfolio Concentration

Top 338.7%4–1026.4%11–2522.1%Rest12.8%TOP 1065.1%0%100%
Top 3$514.25M38.7%
4–10$350.78M26.4%
11–25$293.27M22.1%
Rest$169.49M12.8%

Top 3 weight

38.7%

Top 10 weight

65.1%

Voting Authority Distribution

Total shares with voting rights: 65.56M

Sole

Full voting authority

65.56M

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)

Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:

TANGO THERAPEUTICS INC

SOLE
COM
Shares10.88M
TypeSH
Market value$339.99M
25.61%
Sole
10.88M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares500K
TypeSH
Market value$93.64M
7.05%
Sole
500K
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares605K
TypeSH
Market value$80.62M
6.07%
Sole
605K
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares1.50M
TypeSH
Market value$69.24M
5.21%
Sole
1.50M
Shared
0.00
None
0.00

KODIAK SCIENCES INC

SOLE
COM
Shares1.48M
TypeSH
Market value$57.57M
4.34%
Sole
1.48M
Shared
0.00
None
0.00

KYMERA THERAPEUTICS INC

SOLE
COM
Shares429.10K
TypeSH
Market value$49.20M
3.71%
Sole
429.10K
Shared
0.00
None
0.00

DEFINIUM THERAPEUTICS INC

SOLE
COM SHS
Shares998.50K
TypeSH
Market value$46.97M
3.54%
Sole
998.50K
Shared
0.00
None
0.00

REPLIMUNE GROUP INC

SOLE
COM
Shares3.98M
TypeSH
Market value$44.09M
3.32%
Sole
3.98M
Shared
0.00
None
0.00

CELCUITY INC

SOLE
COM
Shares416.53K
TypeSH
Market value$43.58M
3.28%
Sole
416.53K
Shared
0.00
None
0.00

Q32 BIO INC

SOLE
COM
Shares3.15M
TypeSH
Market value$40.12M
3.02%
Sole
3.15M
Shared
0.00
None
0.00

CAPRICOR THERAPEUTICS INC

SOLE
COM NEW
Shares1.40M
TypeSH
Market value$33.60M
2.53%
Sole
1.40M
Shared
0.00
None
0.00

PRECIGEN INC

SOLE
COM
Shares5.15M
TypeSH
Market value$29.36M
2.21%
Sole
5.15M
Shared
0.00
None
0.00

CORCEPT THERAPEUTICS INC

SOLE
COM
Shares335.50K
TypeSH
Market value$29.17M
2.20%
Sole
335.50K
Shared
0.00
None
0.00

Surrozen Inc.

SOLE
COM NEW
Shares1.11M
TypeSH
Market value$26.96M
2.03%
Sole
1.11M
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares170K
TypeSH
Market value$20.84M
1.57%
Sole
170K
Shared
0.00
None
0.00

VIR BIOTECHNOLOGY INC

SOLE
COM
Shares1.87M
TypeSH
Market value$19.01M
1.43%
Sole
1.87M
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares325K
TypeSH
Market value$18.89M
1.42%
Sole
325K
Shared
0.00
None
0.00

UROGEN PHARMA LTD

SOLE
COM
Shares500K
TypeSH
Market value$18.40M
1.39%
Sole
500K
Shared
0.00
None
0.00

CORVUS PHARMACEUTICALS INC

SOLE
COM
Shares1.10M
TypeSH
Market value$16.43M
1.24%
Sole
1.10M
Shared
0.00
None
0.00

PTC THERAPEUTICS INC

SOLE
COM
Shares200K
TypeSH
Market value$16.31M
1.23%
Sole
200K
Shared
0.00
None
0.00

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares46.46K
TypeSH
Market value$15.55M
1.17%
Sole
46.46K
Shared
0.00
None
0.00

AMYLYX PHARMACEUTICALS INC

SOLE
COM
Shares800K
TypeSH
Market value$14.37M
1.08%
Sole
800K
Shared
0.00
None
0.00

OCULAR THERAPEUTIX INC

SOLE
COM
Shares1.30M
TypeSH
Market value$12.77M
0.96%
Sole
1.30M
Shared
0.00
None
0.00

OPUS GENETICS INC

SOLE
COM
Shares2.81M
TypeSH
Market value$11.57M
0.87%
Sole
2.81M
Shared
0.00
None
0.00

PALISADE BIO INC

SOLE
COM
Shares4.80M
TypeSH
Market value$10.03M
0.76%
Sole
4.80M
Shared
0.00
None
0.00
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