Boxer Capital Management as of Sept. 30, 2025
Portfolio Holdings for Boxer Capital Management
Boxer Capital Management holds 34 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tango Therapeutics (TNGX) | 26.2 | $82M | 9.8M | 8.40 | |
| Uniqure Nv SHS (QURE) | 14.9 | $47M | 800k | 58.37 | |
| Revolution Medicines (RVMD) | 6.0 | $19M | 400k | 46.70 | |
| Kymera Therapeutics (KYMR) | 5.8 | $18M | 319k | 56.60 | |
| Kodiak Sciences (KOD) | 3.9 | $12M | 750k | 16.37 | |
| Ptc Therapeutics I (PTCT) | 3.9 | $12M | 200k | 61.37 | |
| Amylyx Pharmaceuticals (AMLX) | 3.9 | $12M | 900k | 13.59 | |
| Urogen Pharma (URGN) | 3.7 | $12M | 575k | 19.95 | |
| Merus N V (MRUS) | 3.6 | $11M | 120k | 94.15 | |
| Cytokinetics Com New (CYTK) | 3.5 | $11M | 200k | 54.96 | |
| Abivax Sa Sponsored Ads (ABVX) | 3.2 | $10M | 120k | 84.90 | |
| Protagonist Therapeutics (PTGX) | 2.3 | $7.3M | 110k | 66.43 | |
| Nektar Therapeutics Com New (NKTR) | 2.3 | $7.1M | 125k | 56.90 | |
| Crescent Biopharma (CBIO) | 1.7 | $5.4M | 454k | 11.89 | |
| Inovio Pharmaceuticals Com Shs (INO) | 1.7 | $5.4M | 2.3M | 2.34 | |
| Sarepta Therapeutics (SRPT) | 1.5 | $4.8M | 250k | 19.27 | |
| Cidara Therapeutics Com New (CDTX) | 1.5 | $4.6M | 48k | 95.76 | |
| Celcuity (CELC) | 1.4 | $4.4M | 90k | 49.40 | |
| Replimune Group (REPL) | 1.4 | $4.4M | 1.1M | 4.19 | |
| Solid Biosciences Com New (SLDB) | 1.2 | $3.7M | 600k | 6.17 | |
| Denali Therapeutics (DNLI) | 1.2 | $3.6M | 250k | 14.52 | |
| Precigen (PGEN) | 0.9 | $2.8M | 850k | 3.29 | |
| Apogee Therapeutics (APGE) | 0.6 | $2.0M | 50k | 39.73 | |
| Mind Medicine Mindmed Com New (MNMD) | 0.6 | $1.9M | 164k | 11.79 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.6 | $1.8M | 250k | 7.17 | |
| Nurix Therapeutics (NRIX) | 0.5 | $1.6M | 175k | 9.24 | |
| Avalo Therapeutics Com New (AVTX) | 0.5 | $1.6M | 125k | 12.71 | |
| Milestone Pharmaceuticals (MIST) | 0.4 | $1.3M | 667k | 2.00 | |
| Pepgen (PEPG) | 0.4 | $1.2M | 250k | 4.62 | |
| Lb Pharmaceuticals Com Shs (LBRX) | 0.4 | $1.1M | 70k | 15.79 | |
| Instil Bio Com New (TIL) | 0.3 | $1.1M | 61k | 17.86 | |
| Kalvista Pharmaceuticals (KALV) | 0.1 | $249k | 20k | 12.18 | |
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $54k | 267k | 0.20 | |
| Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $999.990000 | 67k | 0.01 |
