Boxer Capital Management as of Dec. 31, 2025
Portfolio 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 | 11M | 8.86 | |
| Revolution Medicines (RVMD) | 7.0 | $32M | 400k | 79.65 | |
| Kodiak Sciences (KOD) | 7.0 | $32M | 1.1M | 27.96 | |
| Kymera Therapeutics (KYMR) | 5.6 | $26M | 329k | 77.81 | |
| Celcuity (CELC) | 4.9 | $22M | 225k | 99.74 | |
| Abivax Sa Sponsored Ads (ABVX) | 3.7 | $17M | 125k | 134.85 | |
| Ptc Therapeutics I (PTCT) | 3.3 | $15M | 200k | 75.96 | |
| Terns Pharmaceuticals (TERN) | 3.3 | $15M | 375k | 40.40 | |
| Protagonist Therapeutics (PTGX) | 3.2 | $15M | 170k | 87.34 | |
| Praxis Precision Medicines I Com New (PRAX) | 3.0 | $14M | 47k | 294.74 | |
| Urogen Pharma (URGN) | 2.6 | $12M | 500k | 23.42 | |
| Cidara Therapeutics Com New (CDTX) | 2.6 | $12M | 53k | 220.89 | |
| Palisade Bio (PALI) | 2.5 | $11M | 4.8M | 2.35 | |
| Amylyx Pharmaceuticals (AMLX) | 2.1 | $9.7M | 800k | 12.08 | |
| Surrozen Com New (SRZN) | 2.1 | $9.4M | 416k | 22.60 | |
| Capricor Therapeutics Com New (CAPR) | 2.1 | $9.4M | 325k | 28.86 | |
| Mind Medicine Mindmed Com New (MNMD) | 1.8 | $8.0M | 599k | 13.39 | |
| Cogent Biosciences (COGT) | 1.7 | $8.0M | 225k | 35.52 | |
| Replimune Group (REPL) | 1.6 | $7.3M | 750k | 9.72 | |
| Uniqure Nv SHS (QURE) | 1.5 | $6.9M | 290k | 23.93 | |
| Cytokinetics Com New (CYTK) | 1.4 | $6.4M | 100k | 63.54 | |
| Cybin Com New (HELP) | 1.3 | $5.8M | 715k | 8.18 | |
| Precigen (PGEN) | 1.3 | $5.7M | 1.4M | 4.18 | |
| Contineum Therapeutics Cl A (CTNM) | 1.2 | $5.6M | 494k | 11.43 | |
| Crescent Biopharma (CBIO) | 1.2 | $5.4M | 454k | 11.86 | |
| Apogee Therapeutics (APGE) | 1.2 | $5.3M | 70k | 75.48 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 1.1 | $5.2M | 75k | 69.55 | |
| Avalo Therapeutics Com New (AVTX) | 1.1 | $5.0M | 275k | 18.16 | |
| Inovio Pharmaceuticals Com Shs (INO) | 0.9 | $4.2M | 2.4M | 1.74 | |
| Upstream Bio (UPB) | 0.9 | $4.1M | 150k | 27.15 | |
| Vir Biotechnology (VIR) | 0.8 | $3.8M | 625k | 6.03 | |
| Adagio Therapeutics (IVVD) | 0.8 | $3.7M | 1.5M | 2.47 | |
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 0.8 | $3.6M | 275k | 13.18 | |
| Sarepta Therapeutics (SRPT) | 0.7 | $3.2M | 150k | 21.52 | |
| Pepgen (PEPG) | 0.5 | $2.4M | 374k | 6.51 | |
| Nurix Therapeutics (NRIX) | 0.4 | $1.9M | 100k | 18.97 | |
| Karyopharm Therapeutics Com New (KPTI) | 0.4 | $1.9M | 253k | 7.36 | |
| Solid Biosciences Com New (SLDB) | 0.4 | $1.7M | 300k | 5.64 | |
| Lb Pharmaceuticals Com Shs (LBRX) | 0.3 | $1.6M | 70k | 22.26 | |
| Milestone Pharmaceuticals (MIST) | 0.3 | $1.3M | 667k | 2.02 | |
| Clene Com New (CLNN) | 0.3 | $1.2M | 200k | 5.87 | |
| Kalvista Pharmaceuticals (KALV) | 0.1 | $330k | 20k | 16.15 | |
| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $262k | 50k | 5.24 | |
| Nuvation Bio *w Exp 02/10/202 (NUVB.WS) | 0.0 | $88k | 267k | 0.33 | |
| Surrozen *w Exp 08/01/203 (SRZNW) | 0.0 | $1.3k | 67k | 0.02 |
