Boxer Capital Management as of June 30, 2025
Portfolio Holdings for Boxer Capital Management
Boxer Capital Management holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tango Therapeutics (TNGX) | 25.2 | $50M | 9.8M | 5.12 | |
| Revolution Medicines (RVMD) | 14.7 | $29M | 793k | 36.79 | |
| Replimune Group (REPL) | 10.3 | $21M | 2.2M | 9.29 | |
| Merus N V (MRUS) | 9.7 | $19M | 365k | 52.60 | |
| Kymera Therapeutics (KYMR) | 9.5 | $19M | 432k | 43.64 | |
| Uniqure Nv SHS (QURE) | 6.3 | $13M | 900k | 13.94 | |
| Iteos Therapeutics | 4.1 | $8.2M | 825k | 9.97 | |
| Urogen Pharma (URGN) | 4.0 | $7.9M | 575k | 13.70 | |
| Amylyx Pharmaceuticals (AMLX) | 4.0 | $7.9M | 1.2M | 6.41 | |
| Crescent Biopharma (CBIO) | 3.7 | $7.3M | 454k | 16.14 | |
| Protagonist Therapeutics (PTGX) | 1.7 | $3.3M | 60k | 55.27 | |
| Nektar Therapeutics Com New (NKTR) | 1.6 | $3.2M | 125k | 25.84 | |
| Kodiak Sciences (KOD) | 1.4 | $2.8M | 750k | 3.73 | |
| Cidara Therapeutics Com New (CDTX) | 1.3 | $2.7M | 55k | 48.71 | |
| Nurix Therapeutics (NRIX) | 1.0 | $2.0M | 175k | 11.39 | |
| Instil Bio Com New (TIL) | 0.7 | $1.5M | 71k | 20.83 | |
| Kalvista Pharmaceuticals (KALV) | 0.5 | $1.1M | 93k | 11.30 | |
| Sarepta Therapeutics (SRPT) | 0.2 | $428k | 25k | 17.10 | |
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $72k | 267k | 0.27 | |
| Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $1.2k | 67k | 0.02 |
