In Q2 2024, Boxer Capital held 55 positions worth $1.7B. They initiated 3 new positions and exited 32. Their largest holding was RVMD ($166.1M). Portfolio value shrank -7.7% versus the prior quarter.
Frequently asked questions
What stocks did Boxer Capital own in Q2 2024?
Boxer Capital held 55 biotech stocks in their 13F portfolio in Q2 2024. Their top positions include RVMD, SWTX, CYTK, TYRA, SRPT. 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 2024?
Boxer Capital's tracked biotech portfolio was worth $1.7B across 55 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 2024?
Boxer Capital initiated 3 new positions in Q2 2024, including CLYM, REPL, OLMA. They also increased 5 existing positions.
What did Boxer Capital sell in Q2 2024?
Boxer Capital fully exited 32 positions in Q2 2024, including MRSN, NRIX, PMVP, SAGE, ETNB and 27 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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