Boxer Capital Management, LLC — 13F Holdings & Portfolio
CIK 2018299 · latest 13F-HR filed 2026-05-15
Boxer Capital Management, LLC manages $761.7M in 13F-reported U.S. long-equity assets across 54 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TNGX (29.87%), KOD (6.81%), RVMD (6.38%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 13 new positions, exited 4, added to 25, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$761.7M
Long-equity book
54
Distinct positions
2026-03-31
Filed 2026-05-15
+13 / −4 / ↑25 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TANGO THERAPEUTICS INC$131.2M +136.1%
- KODIAK SCIENCES INC$20.1M +63.3%
- REVOLUTION MEDICINES INC$16.8M +52.6%
- VIR BIOTECHNOLOGY INC$13.0M +343.6%
- SURROZEN INC$12.9M +137.4%
Top Trims
- PALISADE BIO INC-$2.9M -25.5%
- CYBIN INC-$2.8M -47.5%
- UPSTREAM BIO INC-$2.7M -66.9%
- UROGEN PHARMA LTD-$2.7M -23.2%
- PEPGEN INC-$2.0M -80.2%
New Positions
- VAXCYTE INC$18.9M
- CORVUS PHARMACEUTICALS INC$16.1M
- DEFINIUM THERAPEUTICS INC$11.3M
- OPUS GENETICS INC$10.2M
- CORCEPT THERAPEUTICS INC$10.1M
Exited Positions
- CIDARA THERAPEUTICS INC$11.7M
- MIND MEDICINE MINDMED INC$8.0M
- CRESCENT BIOPHARMA INC.$5.4M
- NUVATION BIO INC$88.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $227.5M | 29.87% | 10,876,219 | SH |
| 2 | KODIAK SCIENCES INC | KOD | 50015M109 | $51.9M | 6.81% | 1,361,000 | SH |
| 3 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $48.6M | 6.38% | 500,000 | SH |
| 4 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $27.4M | 3.60% | 329,100 | SH |
| 5 | CELCUITY INC | CELC | 15102K100 | $25.7M | 3.37% | 225,000 | SH |
| 6 | SURROZEN INC | SRZN | 86889P208 | $22.3M | 2.93% | 766,318 | SH |
| 7 | ABIVAX SA | ABVX | 00370M103 | $22.3M | 2.92% | 200,000 | SH |
| 8 | TERNS PHARMACEUTICALS INC | TERN | 880881107 | $19.8M | 2.60% | 375,000 | SH |
| 9 | VAXCYTE INC | PCVX | 92243G108 | $18.9M | 2.48% | 325,000 | SH |
| 10 | CAPRICOR THERAPEUTICS INC | CAPR | 14070B309 | $17.9M | 2.35% | 590,000 | SH |
| 11 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $17.9M | 2.35% | 170,000 | SH |
| 12 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $16.7M | 2.20% | 1,866,000 | SH |
| 13 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $16.1M | 2.11% | 1,100,000 | SH |
| 14 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $15.0M | 1.97% | 46,457 | SH |
| 15 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $13.6M | 1.79% | 200,000 | SH |
| 16 | PRECIGEN INC | PGEN | 74017N105 | $13.5M | 1.78% | 3,500,000 | SH |
| 17 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $11.3M | 1.49% | 598,500 | SH |
| 18 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $11.1M | 1.46% | 800,000 | SH |
| 19 | UNIQURE NV | QURE | N90064101 | $10.8M | 1.42% | 662,000 | SH |
| 20 | OPUS GENETICS INC | IRD | 67577R102 | $10.2M | 1.34% | 2,250,000 | SH |
| 21 | CORCEPT THERAPEUTICS INC | CORT | 218352102 | $10.1M | 1.32% | 250,000 | SH |
| 22 | UROGEN PHARMA LTD | URGN | M96088105 | $9.0M | 1.18% | 500,000 | SH |
| 23 | REPLIMUNE GROUP INC | REPL | 76029N106 | $9.0M | 1.18% | 1,175,000 | SH |
| 24 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $8.7M | 1.14% | 225,000 | SH |
| 25 | PALISADE BIO INC | PALI | 696389402 | $8.4M | 1.10% | 4,799,875 | SH |
| 26 | CRESCENT BIOPHARMA INC. | CBIO | 38000Q201 | $8.3M | 1.09% | 453,686 | SH |
| 27 | SOLENO THERAPEUTICS INC | SLNO | 834203309 | $6.7M | 0.88% | 200,000 | SH |
| 28 | ALLOGENE THERAPEUTICS INC | ALLO | 019770106 | $6.6M | 0.87% | 2,725,000 | SH |
| 29 | CYTOKINETICS INC | CYTK | 23282W605 | $6.6M | 0.87% | 100,000 | SH |
| 30 | CONTINEUM THERAPEUTICS INC | CTNM | 21217B100 | $6.5M | 0.85% | 494,000 | SH |
| 31 | APOGEE THERAPEUTICS INC | APGE | 03770N101 | $5.9M | 0.77% | 70,000 | SH |
| 32 | RELMADA THERAPEUTICS INC | RLMD | 75955J402 | $5.9M | 0.77% | 842,106 | SH |
| 33 | ZURA BIO LTD | ZURA | G9TY5A101 | $5.4M | 0.70% | 900,000 | SH |
| 34 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $5.1M | 0.67% | 275,000 | SH |
| 35 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $4.5M | 0.59% | 300,000 | SH |
| 36 | INOVIO PHARMACEUTICALS INC | INO | 45773H409 | $4.1M | 0.54% | 2,370,122 | SH |
| 37 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $3.6M | 0.47% | 75,000 | SH |
| 38 | SAREPTA THERAPEUTICS INC | SRPT | 803607100 | $3.3M | 0.43% | 150,000 | SH |
| 39 | CYBIN INC | HELP | 23256X407 | $3.1M | 0.40% | 640,000 | SH |
| 40 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $3.0M | 0.39% | 350,000 | SH |
| 41 | AN2 THERAPEUTICS INC | ANTX | 037326105 | $2.6M | 0.34% | 749,035 | SH |
| 42 | CLENE INC | CLNN | 185634201 | $2.4M | 0.31% | 477,515 | SH |
| 43 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $2.2M | 0.29% | 176,500 | SH |
| 44 | SOLID BIOSCIENCES INC | SLDB | 83422E204 | $2.2M | 0.28% | 300,000 | SH |
| 45 | INVIVYD INC | IVVD | 00534A102 | $1.9M | 0.26% | 1,500,000 | SH |
| 46 | LB PHARMACEUTICALS INC | LBRX | 50180M108 | $1.7M | 0.23% | 70,000 | SH |
| 47 | KARYOPHARM THERAPEUTICS INC | KPTI | 48576U205 | $1.7M | 0.22% | 302,536 | SH |
| 48 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $1.6M | 0.20% | 100,000 | SH |
| 49 | UPSTREAM BIO INC | UPB | 91678A107 | $1.4M | 0.18% | 150,000 | SH |
| 50 | MILESTONE PHARMACEUTICALS IN | MIST | 59935V107 | $793.3K | 0.10% | 666,666 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $761.7M | 54 | 0001213900-26-057335 |
| 2025-12-31 | 2026-02-17 | $456.9M | 45 | 0002018299-26-000006 |
| 2025-09-30 | 2026-02-17 | $313.7M | 34 | 0002018299-26-000005 |