Boxer Capital Management
Latest statistics and disclosures from Boxer Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TNGX, RVMD, KOD, KYMR, CELC, and represent 45.53% of Boxer Capital Management's stock portfolio.
- Added to shares of these 10 stocks: TERN (+$15M), PRAX (+$14M), CELC (+$14M), PALI (+$11M), KOD (+$11M), TNGX (+$9.8M), SRZN (+$9.4M), CAPR (+$9.4M), COGT (+$8.0M), HELP (+$5.8M).
- Started 15 new stock positions in CTNM, CLNN, GPCR, SRZN, KPTI, PRAX, TERN, IVVD, VIR, ZURA. UPB, PALI, CAPR, HELP, COGT.
- Reduced shares in these 10 stocks: QURE (-$12M), MRUS (-$11M), NKTR (-$7.1M), CYTK (-$6.4M), DNLI, REPL, SRPT, URGN, SLDB, NRIX.
- Sold out of its positions in DNLI, TIL, NKTR, MRUS.
- Boxer Capital Management was a net buyer of stock by $101M.
- Boxer Capital Management has $457M in assets under management (AUM), dropping by 45.63%.
- Central Index Key (CIK): 0002018299
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Positions held by Boxer Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Boxer Capital Management
Boxer Capital Management holds 45 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tango Therapeutics (TNGX) | 21.1 | $96M | +11% | 11M | 8.86 |
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| Revolution Medicines (RVMD) | 7.0 | $32M | 400k | 79.65 |
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| Kodiak Sciences (KOD) | 7.0 | $32M | +51% | 1.1M | 27.96 |
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| Kymera Therapeutics (KYMR) | 5.6 | $26M | +3% | 329k | 77.81 |
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| Celcuity (CELC) | 4.9 | $22M | +150% | 225k | 99.74 |
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| Abivax Sa Sponsored Ads (ABVX) | 3.7 | $17M | +4% | 125k | 134.85 |
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| Ptc Therapeutics I (PTCT) | 3.3 | $15M | 200k | 75.96 |
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| Terns Pharmaceuticals (TERN) | 3.3 | $15M | NEW | 375k | 40.40 |
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| Protagonist Therapeutics (PTGX) | 3.2 | $15M | +54% | 170k | 87.34 |
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| Praxis Precision Medicines I Com New (PRAX) | 3.0 | $14M | NEW | 47k | 294.74 |
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| Urogen Pharma (URGN) | 2.6 | $12M | -13% | 500k | 23.42 |
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| Cidara Therapeutics Com New (CDTX) | 2.6 | $12M | +10% | 53k | 220.89 |
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| Palisade Bio (PALI) | 2.5 | $11M | NEW | 4.8M | 2.35 |
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| Amylyx Pharmaceuticals (AMLX) | 2.1 | $9.7M | -11% | 800k | 12.08 |
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| Surrozen Com New (SRZN) | 2.1 | $9.4M | NEW | 416k | 22.60 |
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| Capricor Therapeutics Com New (CAPR) | 2.1 | $9.4M | NEW | 325k | 28.86 |
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| Mind Medicine Mindmed Com New (MNMD) | 1.8 | $8.0M | +266% | 599k | 13.39 |
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| Cogent Biosciences (COGT) | 1.7 | $8.0M | NEW | 225k | 35.52 |
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| Replimune Group (REPL) | 1.6 | $7.3M | -28% | 750k | 9.72 |
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| Uniqure Nv SHS (QURE) | 1.5 | $6.9M | -63% | 290k | 23.93 |
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| Cytokinetics Com New (CYTK) | 1.4 | $6.4M | -50% | 100k | 63.54 |
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| Cybin Com New (HELP) | 1.3 | $5.8M | NEW | 715k | 8.18 |
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| Precigen (PGEN) | 1.3 | $5.7M | +61% | 1.4M | 4.18 |
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| Contineum Therapeutics Cl A (CTNM) | 1.2 | $5.6M | NEW | 494k | 11.43 |
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| Crescent Biopharma (CBIO) | 1.2 | $5.4M | 454k | 11.86 |
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| Apogee Therapeutics (APGE) | 1.2 | $5.3M | +40% | 70k | 75.48 |
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| Structure Therapeutics Sponsored Ads (GPCR) | 1.1 | $5.2M | NEW | 75k | 69.55 |
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| Avalo Therapeutics Com New (AVTX) | 1.1 | $5.0M | +120% | 275k | 18.16 |
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| Inovio Pharmaceuticals Com Shs (INO) | 0.9 | $4.2M | +5% | 2.4M | 1.74 |
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| Upstream Bio (UPB) | 0.9 | $4.1M | NEW | 150k | 27.15 |
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| Vir Biotechnology (VIR) | 0.8 | $3.8M | NEW | 625k | 6.03 |
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| Adagio Therapeutics (IVVD) | 0.8 | $3.7M | NEW | 1.5M | 2.47 |
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| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.8 | $3.6M | +10% | 275k | 13.18 |
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| Sarepta Therapeutics (SRPT) | 0.7 | $3.2M | -40% | 150k | 21.52 |
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| Pepgen (PEPG) | 0.5 | $2.4M | +49% | 374k | 6.51 |
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| Nurix Therapeutics (NRIX) | 0.4 | $1.9M | -42% | 100k | 18.97 |
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| Karyopharm Therapeutics Com New (KPTI) | 0.4 | $1.9M | NEW | 253k | 7.36 |
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| Solid Biosciences Com New (SLDB) | 0.4 | $1.7M | -50% | 300k | 5.64 |
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| Lb Pharmaceuticals Com Shs (LBRX) | 0.3 | $1.6M | 70k | 22.26 |
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| Milestone Pharmaceuticals (MIST) | 0.3 | $1.3M | 667k | 2.02 |
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| Clene Com New (CLNN) | 0.3 | $1.2M | NEW | 200k | 5.87 |
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| Kalvista Pharmaceuticals (KALV) | 0.1 | $330k | 20k | 16.15 |
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| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $262k | NEW | 50k | 5.24 |
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| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $88k | 267k | 0.33 |
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| Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $1.3k | 67k | 0.02 |
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Past Filings by Boxer Capital Management
SEC 13F filings are viewable for Boxer Capital Management going back to 2024
- Boxer Capital Management 2025 Q1 restated filed Feb. 17, 2026
- Boxer Capital Management 2025 Q2 restated filed Feb. 17, 2026
- Boxer Capital Management 2025 Q3 restated filed Feb. 17, 2026
- Boxer Capital Management 2025 Q4 filed Feb. 17, 2026
- Boxer Capital Management 2025 Q3 filed Nov. 14, 2025
- Boxer Capital Management 2025 Q2 filed Aug. 14, 2025
- Boxer Capital Management 2025 Q1 filed May 15, 2025
- Boxer Capital Management 2024 Q4 filed Feb. 14, 2025