Boxer Capital Management, LLC
San Diego CA · SEC CIK 0002018299
$7.62亿2026Q1 申报市值
54持仓数
63.3%前十大占比 · 第一大 29.9%
13 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PCVX 新建仓+$1,888.58万
CRVS 新建仓+$1,609.30万
DFTX 新建仓+$1,131.16万
VIR 加仓+$1,111.94万
IRD 新建仓+$1,023.75万
2026Q1 卖出最多 按季末市值估算
CIDARA THERAPEUT 清仓-$1,170.72万
MIND MEDICINE MI 清仓-$801.39万
CBIO 清仓-$538.07万
CYBIN INC 减仓-$36.00万
PEPGEN INC 减仓-$17.88万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TNGX | TANGO THERAPEUTICS INC | $2.28亿 | 29.87% | 10,876,219 | 0 | 0.0% | — | 不变 |
| KOD | KODIAK SCIENCES INC | $5,188.13万 | 6.81% | 1,361,000 | 225,000 | 19.8% | $857.70万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $4,862.50万 | 6.38% | 500,000 | 100,000 | 25.0% | $972.50万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $2,741.07万 | 3.60% | 329,100 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $2,568.15万 | 3.37% | 225,000 | 0 | 0.0% | — | 不变 |
| SRZN | SURROZEN INC | $2,232.28万 | 2.93% | 766,318 | 350,168 | 84.1% | $1,020.04万 | 加仓 |
| ABVX | ABIVAX SA | $2,227.00万 | 2.92% | 200,000 | 75,000 | 60.0% | $835.12万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $1,977.00万 | 2.60% | 375,000 | 0 | 0.0% | — | 不变 |
| PCVX | VAXCYTE INC | $1,888.58万 | 2.48% | 325,000 | 325,000 | — | $1,888.58万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1,793.60万 | 2.35% | 590,000 | 265,000 | 81.5% | $805.60万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1,791.80万 | 2.35% | 170,000 | 0 | 0.0% | — | 不变 |
| VIR | VIR BIOTECHNOLOGY INC | $1,671.94万 | 2.20% | 1,866,000 | 1,241,000 | 198.6% | $1,111.94万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,609.30万 | 2.11% | 1,100,000 | 1,100,000 | — | $1,609.30万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,496.80万 | 1.97% | 46,457 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $1,362.60万 | 1.79% | 200,000 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $1,354.50万 | 1.78% | 3,500,000 | 2,125,000 | 154.5% | $822.38万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,131.16万 | 1.49% | 598,500 | 598,500 | — | $1,131.16万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,112.00万 | 1.46% | 800,000 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $1,082.37万 | 1.42% | 662,000 | 372,000 | 128.3% | $608.22万 | 加仓 |
| IRD | OPUS GENETICS INC | $1,023.75万 | 1.34% | 2,250,000 | 2,250,000 | — | $1,023.75万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $1,007.75万 | 1.32% | 250,000 | 250,000 | — | $1,007.75万 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $899.00万 | 1.18% | 500,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $898.88万 | 1.18% | 1,175,000 | 425,000 | 56.7% | $325.12万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $866.02万 | 1.14% | 225,000 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $839.98万 | 1.10% | 4,799,875 | 0 | 0.0% | — | 不变 |
| — | CRESCENT BIOPHARMA INC. | $833.42万 | 1.09% | 453,686 | 453,686 | — | $833.42万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $669.60万 | 0.88% | 200,000 | 200,000 | — | $669.60万 | 新建仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $664.90万 | 0.87% | 2,725,000 | 2,725,000 | — | $664.90万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $659.10万 | 0.87% | 100,000 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC | $645.16万 | 0.85% | 494,000 | 0 | 0.0% | — | 不变 |
| — | APOGEE THERAPEUTICS INC | $589.19万 | 0.77% | 70,000 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $586.11万 | 0.77% | 842,106 | 842,106 | — | $586.11万 | 新建仓 |
| ZURA | ZURA BIO LTD | $535.50万 | 0.70% | 900,000 | 850,000 | 1,700.0% | $505.75万 | 加仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $512.60万 | 0.67% | 275,000 | 0 | 0.0% | — | 不变 |
| AVTX | AVALO THERAPEUTICS INC | $447.90万 | 0.59% | 300,000 | 25,000 | 9.1% | $37.33万 | 加仓 |
| — | INOVIO PHARMACEUTICALS INC | $412.40万 | 0.54% | 2,370,122 | -50,000 | -2.1% | -$8.70万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $361.50万 | 0.47% | 75,000 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $326.40万 | 0.43% | 150,000 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $307.20万 | 0.40% | 640,000 | -75,000 | -10.5% | -$36.00万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC | $296.45万 | 0.39% | 350,000 | 350,000 | — | $296.45万 | 新建仓 |
| — | AN2 THERAPEUTICS INC | $256.17万 | 0.34% | 749,035 | 749,035 | — | $256.17万 | 新建仓 |
| — | CLENE INC | $235.41万 | 0.31% | 477,515 | 277,778 | 139.1% | $136.94万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $223.63万 | 0.29% | 176,500 | 176,500 | — | $223.63万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $216.00万 | 0.28% | 300,000 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $195.00万 | 0.26% | 1,500,000 | 0 | 0.0% | — | 不变 |
| LBRX | LB PHARMACEUTICALS INC | $172.62万 | 0.23% | 70,000 | 0 | 0.0% | — | 不变 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $168.51万 | 0.22% | 302,536 | 50,000 | 19.8% | $27.85万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $155.00万 | 0.20% | 100,000 | 0 | 0.0% | — | 不变 |
| UPB | UPSTREAM BIO INC | $135.00万 | 0.18% | 150,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $79.33万 | 0.10% | 666,666 | 0 | 0.0% | — | 不变 |
| — | PEPGEN INC | $48.30万 | 0.06% | 272,892 | -101,000 | -27.0% | -$17.88万 | 减仓 |
| — | KALVISTA PHARMACEUTICALS INC | $41.07万 | 0.05% | 20,400 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $12.57万 | 0.02% | 15,000 | 15,000 | — | $12.57万 | 新建仓 |
| — | SURROZEN INC | $1,067 | 0.00% | 66,666 | 0 | 0.0% | — | 不变 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -53,000 | -100.0% | -$1,170.72万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -598,500 | -100.0% | -$801.39万 | 清仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $0 | 0.00% | 0 | -453,686 | -100.0% | -$538.07万 | 清仓 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -266,666 | -100.0% | -$8.80万 | 清仓 |