In Q3 2022, Boxer Capital held 49 positions worth $1.4B. They initiated 4 new positions and exited 6. Their largest holding was CYTK ($101.7M). Portfolio value grew +16.9% versus the prior quarter.
Frequently asked questions
What stocks did Boxer Capital own in Q3 2022?
Boxer Capital held 49 biotech stocks in their 13F portfolio in Q3 2022. Their top positions include CYTK, RXDX, SWTX, APLS, RVMD. 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 Q3 2022?
Boxer Capital's tracked biotech portfolio was worth $1.4B across 49 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 Q3 2022?
Boxer Capital initiated 4 new positions in Q3 2022, including VERU, EXEL, ALT, TCRT. They also increased 3 existing positions.
What did Boxer Capital sell in Q3 2022?
Boxer Capital fully exited 6 positions in Q3 2022, including RARE, TPTX, SLDB, GHRS, BMEA and 1 more. They also trimmed 7 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.
Want AI analysis, insider signals, and catalyst overlays for Boxer Capital?
View latest Boxer Capital portfolio →