Boxer Capital Management, LLC — 13F Holdings & Portfolio
CIK 2018299 · latest 13F-HR filed 2026-08-14
Boxer Capital Management, LLC manages $1.33B in 13F-reported U.S. long-equity assets across 63 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TNGX (25.61%), RVMD (7.05%), ABVX (6.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 3; 36 existing positions rose in reported value and 5 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TANGO THERAPEUTICS INC$112.5M +49.4%
- UNIQURE NV$58.4M +539.7%
- ABIVAX SA$58.4M +262.0%
- REVOLUTION MEDICINES INC$45.0M +92.6%
- DEFINIUM THERAPEUTICS INC$35.7M +315.2%
Top Trims
- ALLOGENE THERAPEUTICS INC-$3.5M -53.1%
- INOVIO PHARMACEUTICALS INC-$994.5K -24.1%
- INVIVYD INC-$641.4K -32.9%
- SAREPTA THERAPEUTICS INC-$568.5K -17.4%
- UPSTREAM BIO INC-$312.0K -23.1%
New Positions
- Q32 BIO INC$40.1M
- SPYRE THERAPEUTICS INC$8.9M
- RELAY THERAPEUTICS INC$8.4M
- KAZIA THERAPEUTICS LTD$7.9M
- SHATTUCK LABS INC$6.9M
Exited Positions
Show all 3 →Boxer Capital Management, LLC Holdings (2026-06-30)
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 | $340.0M | 25.61% | 10,876,219 | SH |
| 2 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $93.6M | 7.05% | 500,000 | SH |
| 3 | ABIVAX SA | ABVX | 00370M103 | $80.6M | 6.07% | 605,000 | SH |
| 4 | UNIQURE NV | QURE | N90064101 | $69.2M | 5.21% | 1,503,300 | SH |
| 5 | KODIAK SCIENCES INC | KOD | 50015M109 | $57.6M | 4.34% | 1,477,600 | SH |
| 6 | KYMERA THERAPEUTICS INC | KYMR | 501575104 | $49.2M | 3.71% | 429,100 | SH |
| 7 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $47.0M | 3.54% | 998,500 | SH |
| 8 | REPLIMUNE GROUP INC | REPL | 76029N106 | $44.1M | 3.32% | 3,983,000 | SH |
| 9 | CELCUITY INC | CELC | 15102K100 | $43.6M | 3.28% | 416,530 | SH |
| 10 | Q32 BIO INC | QTTB | 746964105 | $40.1M | 3.02% | 3,149,310 | SH |
| 11 | CAPRICOR THERAPEUTICS INC | CAPR | 14070B309 | $33.6M | 2.53% | 1,395,156 | SH |
| 12 | PRECIGEN INC | PGEN | 74017N105 | $29.4M | 2.21% | 5,150,000 | SH |
| 13 | CORCEPT THERAPEUTICS INC | CORT | 218352102 | $29.2M | 2.20% | 335,500 | SH |
| 14 | Surrozen Inc. | SRZN | 86889P208 | $27.0M | 2.03% | 1,105,683 | SH |
| 15 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $20.8M | 1.57% | 170,000 | SH |
| 16 | VIR BIOTECHNOLOGY INC | VIR | 92764N102 | $19.0M | 1.43% | 1,866,000 | SH |
| 17 | VAXCYTE INC | PCVX | 92243G108 | $18.9M | 1.42% | 325,000 | SH |
| 18 | UROGEN PHARMA LTD | URGN | M96088105 | $18.4M | 1.39% | 500,000 | SH |
| 19 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $16.4M | 1.24% | 1,100,000 | SH |
| 20 | PTC THERAPEUTICS INC | PTCT | 69366J200 | $16.3M | 1.23% | 200,000 | SH |
| 21 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $15.6M | 1.17% | 46,457 | SH |
| 22 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $14.4M | 1.08% | 800,000 | SH |
| 23 | OCULAR THERAPEUTIX INC | OCUL | 67576A100 | $12.8M | 0.96% | 1,300,000 | SH |
| 24 | OPUS GENETICS INC | IRD | 67577R102 | $11.6M | 0.87% | 2,815,000 | SH |
| 25 | PALISADE BIO INC | PALI | 696389402 | $10.0M | 0.76% | 4,799,875 | SH |
| 26 | APOGEE THERAPEUTICS INC | APGE | 03770N101 | $9.3M | 0.70% | 70,000 | SH |
| 27 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $8.9M | 0.67% | 100,000 | SH |
| 28 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $8.7M | 0.66% | 225,000 | SH |
| 29 | CYTOKINETICS INC | CYTK | 23282W605 | $8.5M | 0.64% | 100,000 | SH |
| 30 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $8.4M | 0.63% | 450,000 | SH |
| 31 | CRESCENT BIOPHARMA INC. | CBIO | 38000Q201 | $8.2M | 0.62% | 453,686 | SH |
| 32 | CONTINEUM THERAPEUTICS INC | CTNM | 21217B100 | $8.1M | 0.61% | 494,000 | SH |
| 33 | KAZIA THERAPEUTICS LTD | KZIA | 48669G303 | $7.9M | 0.59% | 560,000 | SH |
| 34 | SHATTUCK LABS INC | STTK | 82024L103 | $6.9M | 0.52% | 1,000,000 | SH |
| 35 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $6.9M | 0.52% | 375,000 | SH |
| 36 | FORTE BIOSCIENCES INC | FBRX | 34962G208 | $5.8M | 0.44% | 274,500 | SH |
| 37 | RELMADA THERAPEUTICS INC | RLMD | 75955J402 | $5.8M | 0.44% | 842,106 | SH |
| 38 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 61559X104 | $5.4M | 0.40% | 275,000 | SH |
| 39 | ZURA BIO LTD | ZURA | G9TY5A101 | $5.3M | 0.40% | 900,000 | SH |
| 40 | CYBIN INC | HELP | 23256X407 | $5.2M | 0.39% | 790,000 | SH |
| 41 | ODYSSEY THERAPEUTICS INC | ODTX | 67613T104 | $5.1M | 0.39% | 275,000 | SH |
| 42 | IMMATICS N.V | IMTX | N44445109 | $4.8M | 0.36% | 475,000 | SH |
| 43 | FAETH THERAPEUTICS inc | FTH | 81728A207 | $4.5M | 0.34% | 180,505 | SH |
| 44 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $4.0M | 0.30% | 75,000 | SH |
| 45 | ORIC PHARMACEUTICALS INC | ORIC | 68622P109 | $3.8M | 0.29% | 350,000 | SH |
| 46 | AN2 THERAPEUTICS INC | ANTX | 037326105 | $3.6M | 0.27% | 749,035 | SH |
| 47 | NEUMORA THERAPEUTICS INC. | NMRA | 640979100 | $3.4M | 0.26% | 2,000,000 | SH |
| 48 | INOVIO PHARMACEUTICALS INC | INO | 45773H409 | $3.1M | 0.24% | 2,844,994 | SH |
| 49 | ALLOGENE THERAPEUTICS INC | ALLO | 019770106 | $3.1M | 0.23% | 1,500,000 | SH |
| 50 | SOLID BIOSCIENCES INC | SLDB | 83422E204 | $3.0M | 0.23% | 300,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.33B | 63 | 0001213900-26-090024 |
| 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 |
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