In Q1 2023, Boxer Capital held 52 positions worth $1.7B. They initiated 5 new positions and exited 13. Their largest holding was RXDX ($203.6M). Portfolio value grew +4.6% versus the prior quarter.
Frequently asked questions
What stocks did Boxer Capital own in Q1 2023?
Boxer Capital held 52 biotech stocks in their 13F portfolio in Q1 2023. Their top positions include RXDX, BEIGF, SRPT, APLS, TYRA. The full holdings table is available on BiotechEdge with position sizes, quarter-over-quarter changes, and AI analysis.
How much was Boxer Capital's portfolio worth in Q1 2023?
Boxer Capital's tracked biotech portfolio was worth $1.7B across 52 positions, with total assets under management of approximately $0.5B. Portfolio values are based on 13F filings with the SEC.
What did Boxer Capital buy in Q1 2023?
Boxer Capital initiated 5 new positions in Q1 2023, including SGEN, ELVN, KALV, OBIO, PRLD. They also increased 5 existing positions.
What did Boxer Capital sell in Q1 2023?
Boxer Capital fully exited 13 positions in Q1 2023, including RARE, TPTX, SLDB, GHRS, BMEA and 8 more. They also trimmed 1 existing positions.
Is Boxer Capital a biotech fund?
San Diego-based biotech specialist investing across the full drug development lifecycle from preclinical through commercial. Takes concentrated positions with deep scientific due diligence, leveraging proximity to the Southern California biotech cluster.
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