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Boxer Capital Management, LLC

报告期 2026-03-31 · CIK 0002018299

持仓数

54

前50大市值合计

$760.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

TNGX TANGO THERAPEUTICS INC

COM

$227.5M

10,876,219

29.9%

KOD KODIAK SCIENCES INC

COM

$51.9M

1,361,000

6.8%

RVMD REVOLUTION MEDICINES INC

COM

$48.6M

500,000

6.4%

KYMR KYMERA THERAPEUTICS INC

COM

$27.4M

329,100

3.6%

CELC CELCUITY INC

COM

$25.7M

225,000

3.4%

SRZN SURROZEN INC

COM NEW

$22.3M

766,318

2.9%

ABVX ABIVAX SA

SPONSORED ADS

$22.3M

200,000

2.9%

— TERNS PHARMACEUTICALS INC

COM

$19.8M

375,000

2.6%

PCVX VAXCYTE INC

COM

$18.9M

325,000

2.5%

CAPR CAPRICOR THERAPEUTICS INC

COM NEW

$17.9M

590,000

2.4%

PTGX PROTAGONIST THERAPEUTICS INC

COM

$17.9M

170,000

2.4%

VIR VIR BIOTECHNOLOGY INC

COM

$16.7M

1,866,000

2.2%

CRVS CORVUS PHARMACEUTICALS INC

COM

$16.1M

1,100,000

2.1%

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$15.0M

46,457

2.0%

PTCT PTC THERAPEUTICS INC

COM

$13.6M

200,000

1.8%

PGEN PRECIGEN INC

COM

$13.5M

3,500,000

1.8%

DFTX DEFINIUM THERAPEUTICS INC

COM SHS

$11.3M

598,500

1.5%

AMLX AMYLYX PHARMACEUTICALS INC

COM

$11.1M

800,000

1.5%

— UNIQURE NV

SHS

$10.8M

662,000

1.4%

IRD OPUS GENETICS INC

COM

$10.2M

2,250,000

1.3%

CORT CORCEPT THERAPEUTICS INC

COM

$10.1M

250,000

1.3%

— UROGEN PHARMA LTD

COM

$9.0M

500,000

1.2%

REPL REPLIMUNE GROUP INC

COM

$9.0M

1,175,000

1.2%

COGT COGENT BIOSCIENCES INC

COM

$8.7M

225,000

1.1%

PALI PALISADE BIO INC

COM

$8.4M

4,799,875

1.1%

— CRESCENT BIOPHARMA INC.

COM

$8.3M

453,686

1.1%

— SOLENO THERAPEUTICS INC

COM

$6.7M

200,000

0.9%

ALLO ALLOGENE THERAPEUTICS INC

COM

$6.6M

2,725,000

0.9%

CYTK CYTOKINETICS INC

COM NEW

$6.6M

100,000

0.9%

CTNM CONTINEUM THERAPEUTICS INC

CL A

$6.5M

494,000

0.8%

APGE APOGEE THERAPEUTICS INC

COM

$5.9M

70,000

0.8%

RLMD RELMADA THERAPEUTICS INC

COM

$5.9M

842,106

0.8%

— ZURA BIO LTD

CLASS A ORD SHS

$5.4M

900,000

0.7%

MLTX MOONLAKE IMMUNOTHERAPEUTICS

CLASS A ORD

$5.1M

275,000

0.7%

AVTX AVALO THERAPEUTICS INC

COM NEW

$4.5M

300,000

0.6%

INO INOVIO PHARMACEUTICALS INC

COM SHS

$4.1M

2,370,122

0.5%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$3.6M

75,000

0.5%

SRPT SAREPTA THERAPEUTICS INC

COM

$3.3M

150,000

0.4%

HELP CYBIN INC

COM NEW

$3.1M

640,000

0.4%

OCUL OCULAR THERAPEUTIX INC

COM

$3.0M

350,000

0.4%

ANTX AN2 THERAPEUTICS INC

COM

$2.6M

749,035

0.3%

CLNN CLENE INC

COM NEW

$2.4M

477,515

0.3%

ORIC ORIC PHARMACEUTICALS INC

COM

$2.2M

176,500

0.3%

SLDB SOLID BIOSCIENCES INC

COM NEW

$2.2M

300,000

0.3%

IVVD INVIVYD INC

COM

$1.9M

1,500,000

0.3%

LBRX LB PHARMACEUTICALS INC

COM SHS

$1.7M

70,000

0.2%

KPTI KARYOPHARM THERAPEUTICS INC

COM NEW

$1.7M

302,536

0.2%

NRIX NURIX THERAPEUTICS INC

COM

$1.6M

100,000

0.2%

UPB UPSTREAM BIO INC

COM

$1.4M

150,000

0.2%

MIST MILESTONE PHARMACEUTICALS IN

COM

$793.3K

666,666

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

TNGX29.9%KOD6.8%RVMD6.4%KYMR3.6%CELC3.4%SRZN2.9%

Boxer Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心