Boxer Capital, LLC 13F 持仓 · 最近申报 2024年Q3
Boxer Capital 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 20.38 亿美元。前几大持仓：RVMD（9.52%）、TYRA（7.44%）、NUVL（5.62%）。本季前 25 大持仓中：新建仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | $194.1M | 9.52% | 4.3M | 持平 |
| 2 | TYRA | Tyra Biosciences Inc | $151.6M | 7.44% | 6.4M | 持平 |
| 3 | NUVL | Nuvalent Inc | $114.6M | 5.62% | 1.1M | 持平 |
| 4 | ONC | BeiGene Ltd | $112.3M | 5.51% | 500,000 | 持平 |
| 5 | CYTK | Cytokinetics Inc | $110.9M | 5.44% | 2.1M | 持平 |
| 6 | SWTX | Springworks Therapeutics Inc | $109.6M | 5.38% | 3.4M | 持平 |
| 7 | MRUS | Merus N V | $94.9M | 4.66% | 1.9M | 持平 |
| 8 | SRPT | Sarepta Therapeutics Inc | $81.2M | 3.98% | 650,000 | 持平 |
| 9 | RNAM | Avidity Biosciences Inc | $79.3M | 3.89% | 1.7M | 持平 |
| 10 | IDYA | Ideaya Biosciences Inc | $69.8M | 3.42% | 2.2M | 持平 |
| 11 | TNGX | Tango Therapeutics Inc | $63.1M | 3.10% | 8.2M | 持平 |
| 12 | ARGX | Argenx SE | $54.2M | 2.66% | 100,000 | 持平 |
| 13 | APLS | Apellis Pharmaceuticals Inc | $49.8M | 2.44% | 1.7M | 持平 |
| 14 | AKRO | Akero Therapeutics Inc | $48.1M | 2.36% | 1.7M | 持平 |
| 15 | ANAB | AnaptysBio Inc | $43.5M | 2.14% | 1.3M | 持平 |
| 16 | AXSM | Axsome Therapeutics Inc | $35.9M | 1.76% | 400,000 | 持平 |
| 17 | ITOS | iTeos Therapeutics Inc | $30.1M | 1.48% | 2.9M | 持平 |
| 18 | LEGN | Legend Biotech Corp | $29.2M | 1.43% | 600,000 | 持平 |
| 19 | GERN | Geron Corp | $27.2M | 1.34% | 6.0M | 持平 |
| 20 | RCKT | Rocket Pharmaceuticals Inc | $27.1M | 1.33% | 1.5M | 持平 |
| 21 | THRD | Third Harmonic Bio Inc | $27.1M | 1.33% | 2.0M | 持平 |
| 22 | RCUS | Arcus Biosciences Inc | $24.5M | 1.20% | 1.6M | 持平 |
| 23 | TIL | Instil Bio Inc | $23.9M | 1.17% | 355,500 | 新建仓 |
| 24 | XENE | Xenon Pharmaceuticals Inc | $23.6M | 1.16% | 600,000 | 持平 |
| 25 | IMVT | Immunovant Inc | $23.5M | 1.15% | 825,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR