Boxer Capital Management, LLC 13F holdings
Boxer Capital Management, LLC reported 62 positions with a total reported value of $1.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TNGX TANGO THERAPEUTICS INC (25.6%), RVMD REVOLUTION MEDICINES INC (7.1%), ABVX ABIVAX SA (6.1%), QURE UNIQURE NV (5.2%), KOD KODIAK SCIENCES INC (4.3%). Against 2026-03-31 it opened 12 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 62 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TNGX TANGO THERAPEUTICS INC | 10,876,219 | $340.0M | 25.6% |
| RVMD REVOLUTION MEDICINES INC | 500,000 | $93.6M | 7.1% |
| ABVX ABIVAX SA | 605,000 | $80.6M | 6.1% |
| QURE UNIQURE NV | 1,503,300 | $69.2M | 5.2% |
| KOD KODIAK SCIENCES INC | 1,477,600 | $57.6M | 4.3% |
| KYMR KYMERA THERAPEUTICS INC | 429,100 | $49.2M | 3.7% |
| DFTX DEFINIUM THERAPEUTICS INC | 998,500 | $47.0M | 3.5% |
| REPL REPLIMUNE GROUP INC | 3,983,000 | $44.1M | 3.3% |
| CELC CELCUITY INC | 416,530 | $43.6M | 3.3% |
| QTTB Q32 BIO INC | 3,149,310 | $40.1M | 3.0% |
| CAPR CAPRICOR THERAPEUTICS INC | 1,395,156 | $33.6M | 2.5% |
| PGEN PRECIGEN INC | 5,150,000 | $29.4M | 2.2% |
| CORT CORCEPT THERAPEUTICS INC | 335,500 | $29.2M | 2.2% |
| SRZN SURROZEN INC | 1,172,349 | $27.0M | 2.0% |
| PTGX PROTAGONIST THERAPEUTICS INC | 170,000 | $20.8M | 1.6% |
| VIR VIR BIOTECHNOLOGY INC | 1,866,000 | $19.0M | 1.4% |
| PCVX VAXCYTE INC | 325,000 | $18.9M | 1.4% |
| URGN UROGEN PHARMA LTD | 500,000 | $18.4M | 1.4% |
| CRVS CORVUS PHARMACEUTICALS INC | 1,100,000 | $16.4M | 1.2% |
| PTCT PTC THERAPEUTICS INC | 200,000 | $16.3M | 1.2% |
| PRAX PRAXIS PRECISION MEDICINES I | 46,457 | $15.6M | 1.2% |
| AMLX AMYLYX PHARMACEUTICALS INC | 800,000 | $14.4M | 1.1% |
| OCUL OCULAR THERAPEUTIX INC | 1,300,000 | $12.8M | 1.0% |
| IRD OPUS GENETICS INC | 2,815,000 | $11.6M | 0.9% |
| PALI PALISADE BIO INC | 4,799,875 | $10.0M | 0.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 12 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| QTTB Q32 BIO INC | 3,149,310 | $40.1M | 3.0% |
| SYRE SPYRE THERAPEUTICS INC | 100,000 | $8.9M | 0.7% |
| RLAY RELAY THERAPEUTICS INC | 450,000 | $8.4M | 0.6% |
| KZIA KAZIA THERAPEUTICS LTD | 560,000 | $7.9M | 0.6% |
| STTK SHATTUCK LABS INC | 1,000,000 | $6.9M | 0.5% |
| FBRX FORTE BIOSCIENCES INC | 274,500 | $5.8M | 0.4% |
| ODTX ODYSSEY THERAPEUTICS INC | 275,000 | $5.1M | 0.4% |
| IMTX IMMATICS N.V | 475,000 | $4.8M | 0.4% |
| FTH FAETH THERAPEUTICS inc | 180,505 | $4.5M | 0.3% |
| NMRA NEUMORA THERAPEUTICS INC. | 2,000,000 | $3.4M | 0.3% |
| MPLT MAPLIGHT THERAPEUTICS INC | 75,000 | $2.7M | 0.2% |
| EDSA EDESA BIOTECH INC | 205,000 | $1.7M | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| TERNS PHARMACEUTICALS INC | 375,000 | $19.8M | 2.6% |
| SOLENO THERAPEUTICS INC | 200,000 | $6.7M | 0.9% |
| KALVISTA PHARMACEUTICALS INC | 20,400 | $410.7K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ABVX ABIVAX SA | 200,000 | 605,000 | +202.5% | $80.6M |
| QURE UNIQURE NV | 662,000 | 1,503,300 | +127.1% | $69.2M |
| REPL REPLIMUNE GROUP INC | 1,175,000 | 3,983,000 | +239.0% | $44.1M |
| CELC CELCUITY INC | 225,000 | 416,530 | +85.1% | $43.6M |
| CAPR CAPRICOR THERAPEUTICS INC | 590,000 | 1,395,156 | +136.5% | $33.6M |
| DFTX DEFINIUM THERAPEUTICS INC | 598,500 | 998,500 | +66.8% | $47.0M |
| KYMR KYMERA THERAPEUTICS INC | 329,100 | 429,100 | +30.4% | $49.2M |
| PGEN PRECIGEN INC | 3,500,000 | 5,150,000 | +47.1% | $29.4M |
| OCUL OCULAR THERAPEUTIX INC | 350,000 | 1,300,000 | +271.4% | $12.8M |
| SRZN SURROZEN INC | 832,984 | 1,172,349 | +40.7% | $27.0M |
| CORT CORCEPT THERAPEUTICS INC | 250,000 | 335,500 | +34.2% | $29.2M |
| KOD KODIAK SCIENCES INC | 1,361,000 | 1,477,600 | +8.6% | $57.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ALLO ALLOGENE THERAPEUTICS INC | 2,725,000 | 1,500,000 | -45.0% | $3.1M |
CIK 2018299 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
