In Q2 2023, Boxer Capital held 56 positions worth $1.7B. They initiated 5 new positions and exited 14. Their largest holding was APLS ($143.6M). Portfolio value grew +0.2% versus the prior quarter.
Frequently asked questions
What stocks did Boxer Capital own in Q2 2023?
Boxer Capital held 56 biotech stocks in their 13F portfolio in Q2 2023. Their top positions include APLS, RVMD, TYRA, SWTX, BEIGF. 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 Q2 2023?
Boxer Capital's tracked biotech portfolio was worth $1.7B across 56 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 Q2 2023?
Boxer Capital initiated 5 new positions in Q2 2023, including LEGN, ARGX, MDGL, ZNTL, MRSN. They also increased 5 existing positions.
What did Boxer Capital sell in Q2 2023?
Boxer Capital fully exited 14 positions in Q2 2023, including RARE, TPTX, SLDB, GHRS, BMEA and 9 more. They also trimmed 2 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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