In Q1 2024, Boxer Capital held 52 positions worth $1.9B. They initiated 8 new positions and exited 32. Their largest holding was SWTX ($168.4M). Portfolio value grew +19.4% versus the prior quarter.
Frequently asked questions
What stocks did Boxer Capital own in Q1 2024?
Boxer Capital held 52 biotech stocks in their 13F portfolio in Q1 2024. Their top positions include SWTX, CYTK, RVMD, TYRA, APLS. 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 2024?
Boxer Capital's tracked biotech portfolio was worth $1.9B 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 2024?
Boxer Capital initiated 8 new positions in Q1 2024, including KURA, SANA, PSTX, ENGNW, JSPRW and 3 more. They also increased 8 existing positions.
What did Boxer Capital sell in Q1 2024?
Boxer Capital fully exited 32 positions in Q1 2024, including EXEL, GOSS, MDGL, KOD, ABOS and 27 more. They also trimmed 4 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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