In Q3 2023, Boxer Capital held 54 positions worth $1.5B. They initiated 3 new positions and exited 19. Their largest holding was RVMD ($129.7M).
Frequently asked questions
What stocks did Boxer Capital own in Q3 2023?
Boxer Capital held 54 biotech stocks in their 13F portfolio in Q3 2023. Their top positions include RVMD, BEIGF, TYRA, AKRO, TNGX. 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 2023?
Boxer Capital's tracked biotech portfolio was worth $1.5B across 54 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 2023?
Boxer Capital initiated 3 new positions in Q3 2023, including IMVT, ABOS, KOD. They also increased 5 existing positions.
What did Boxer Capital sell in Q3 2023?
Boxer Capital fully exited 19 positions in Q3 2023, including BPMC, ALGS, BMEA, GHRS, SLDB and 14 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.
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