13FBOX
Boxer Capital Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Boxer Capital Management, LLC

No.2299 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.28亿
环比变动 Q1 2026
+$5.66亿+74.3%
持仓股票数
63
新买入
12
加仓
17
减仓
1
清仓
3
持股不变
33
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTANGO THERAPEUTICSTNGX
25.61%29.87%$3.40亿1,087.6万股$2.28亿1,087.6万股00.00%持仓不变
RREVOLUTION MEDICINES COMRVMD
7.05%6.38%$9,364.0万50.0万股$4,862.5万50.0万股00.00%持仓不变
ABIVAXABVX
6.07%2.92%$8,062.2万60.5万股$2,227.0万20.0万股+40.5万股+202.50%加仓
UNIQUREQURE
5.21%1.42%$6,924.2万150.3万股$1,082.4万66.2万股+84.1万股+127.08%加仓
KKODIAK SCIENCESKOD
4.34%6.81%$5,756.7万147.8万股$5,188.1万136.1万股+11.7万股+8.57%加仓
KYMERA THERAPEUTICSKYMR
3.71%3.6%$4,920.5万42.9万股$2,741.1万32.9万股+10.0万股+30.39%加仓
DDEFINIUM THERAPEUTICSDFTX
3.54%1.49%$4,696.9万99.9万股$1,131.2万59.9万股+40.0万股+66.83%加仓
RREPLIMUNEREPL
3.32%1.18%$4,409.2万398.3万股$898.9万117.5万股+280.8万股+238.98%加仓
CELCUITYCELC
3.28%3.37%$4,357.7万41.7万股$2,568.2万22.5万股+19.2万股+85.12%加仓
QQ32 BIO INC COMQTTB
3.02%$4,012.2万314.9万股$00股+314.9万股新买入
CCAPRICOR THERAPEUTICS INC COM NEWCAPR
2.53%2.35%$3,359.5万139.5万股$1,793.6万59.0万股+80.5万股+136.47%加仓
PPRECIGEN INC COMPGEN
2.21%1.78%$2,935.5万515.0万股$1,354.5万350.0万股+165.0万股+47.14%加仓
CCORCEPT THERAPEUTICSCORT
2.2%1.32%$2,917.2万33.6万股$1,007.8万25.0万股+8.6万股+34.20%加仓
SurrozenSRZN
2.03%2.93%$2,696.4万110.6万股$2,232.3万76.6万股+33.9万股+44.29%加仓
PPROTAGONIST THERAPEUTICSPTGX
1.57%2.35%$2,083.9万17.0万股$1,791.8万17.0万股00.00%持仓不变
VIR BIOTECHNOLOGYVIR
1.43%2.2%$1,901.5万186.6万股$1,671.9万186.6万股00.00%持仓不变
VAXCYTEPCVX
1.42%2.48%$1,889.2万32.5万股$1,888.6万32.5万股00.00%持仓不变
UUROGEN PHARMAURGN
1.39%1.18%$1,840.0万50.0万股$899.0万50.0万股00.00%持仓不变
CORVUS PHARMACEUTICALS ICRVS
1.24%2.11%$1,643.4万110.0万股$1,609.3万110.0万股00.00%持仓不变
PTC THERAPEUTICSPTCT
1.23%1.79%$1,631.4万20.0万股$1,362.6万20.0万股00.00%持仓不变
PRAXIS PRECISION MEDICINES IPRAX
1.17%1.97%$1,555.3万4.6万股$1,496.8万4.6万股00.00%持仓不变
AAMYLYX PHARMACEUTICALSAMLX
1.08%1.46%$1,436.8万80.0万股$1,112.0万80.0万股00.00%持仓不变
OOCULAR THERAPEUTIXOCUL
0.96%0.39%$1,276.6万130.0万股$296.5万35.0万股+95.0万股+271.43%加仓
OOPUS GENETICSIRD
0.87%1.34%$1,157.0万281.5万股$1,023.8万225.0万股+56.5万股+25.11%加仓
PPALISADE BIOPALI
0.76%1.1%$1,003.2万480.0万股$840.0万480.0万股00.00%持仓不变
APOGEE THERAPEUTICSAPGE
0.7%0.77%$929.1万7.0万股$589.2万7.0万股00.00%持仓不变
SSPYRE THERAPEUTICSSYRE
0.67%$887.8万10.0万股$00股+10.0万股新买入
COGENT BIOSCIENCESCOGT
0.66%1.14%$870.8万22.5万股$866.0万22.5万股00.00%持仓不变
CYTOKINETICSCYTK
0.64%0.87%$851.9万10.0万股$659.1万10.0万股00.00%持仓不变
RELAY THERAPEUTICSRLAY
0.63%$842.0万45.0万股$00股+45.0万股新买入
CCrescent BiopharmaCBIO
0.62%1.09%$816.6万45.4万股$833.4万45.4万股00.00%持仓不变
CONTINEUM THERAPEUTICSCTNM
0.61%0.85%$809.7万49.4万股$645.2万49.4万股00.00%持仓不变
KKAZIA THERAPEUTICSKZIA
0.59%$788.5万56.0万股$00股+56.0万股新买入
SSHATTUCK LABSSTTK
0.52%$694.0万100.0万股$00股+100.0万股新买入
AVALO THERAPEUTICSAVTX
0.52%0.59%$693.0万37.5万股$447.9万30.0万股+7.5万股+25.00%加仓
FFORTE BIOSCIENCESFBRX
0.44%$583.3万27.5万股$00股+27.5万股新买入
RRELMADA THERAPEUTICSRLMD
0.44%0.77%$582.7万84.2万股$586.1万84.2万股00.00%持仓不变
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
0.4%0.67%$535.4万27.5万股$512.6万27.5万股00.00%持仓不变
ZURA BIO LTD CLASS A ORD SHSZURA
0.4%0.7%$531.0万90.0万股$535.5万90.0万股00.00%持仓不变
CCYBINHELP
0.39%0.4%$522.2万79.0万股$307.2万64.0万股+15.0万股+23.44%加仓
OODYSSEY THERAPEUTICS INCODTX
0.39%$514.5万27.5万股$00股+27.5万股新买入
IMMATICS N.VIMTX
0.36%$481.2万47.5万股$00股+47.5万股新买入
FFAETH THERAPEUTICS INCFTH
0.34%$451.3万18.1万股$00股+18.1万股新买入
STRUCTURE THERAPEUTICSGPCR
0.3%0.47%$402.5万7.5万股$361.5万7.5万股00.00%持仓不变
OORIC PHARMACEUTICALSORIC
0.29%0.29%$379.1万35.0万股$223.6万17.7万股+17.4万股+98.30%加仓
AAN2 THERAPEUTICSANTX
0.27%0.34%$362.5万74.9万股$256.2万74.9万股00.00%持仓不变
NNEUMORA THERAPEUTICS INC. COMNMRA
0.26%$340.0万200.0万股$00股+200.0万股新买入
IINOVIO PHARMACEUTICALSINO
0.24%0.54%$312.9万284.5万股$412.4万237.0万股+47.5万股+20.04%加仓
AALLOGENE THERAPEUTICS INC COMALLO
0.23%0.87%$312.0万150.0万股$664.9万272.5万股-122.5万股-44.95%减仓
SOLID BIOSCIENCESSLDB
0.23%0.28%$299.7万30.0万股$216.0万30.0万股00.00%持仓不变

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