Free Trial

Boxer Capital Management, LLC Top Holdings and 13F Report (2025)

About Boxer Capital Management, LLC

Investment Activity

  • Boxer Capital Management, LLC has $198.66 million in total holdings as of June 30, 2025.
  • Boxer Capital Management, LLC owns shares of 20 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 22.52% of the portfolio was purchased this quarter.
  • About 120.63% of the portfolio was sold this quarter.
  • This quarter, Boxer Capital Management, LLC has purchased 28 new stocks and bought additional shares in 3 stocks.
  • Boxer Capital Management, LLC sold shares of 7 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Tango Therapeutics
$50,030,003
Replimune Group
$20,543,358
Merus
$19,199,000

Largest New Holdings this Quarter

46565G104 - iTeos Therapeutics
$8,225,250 Holding
M96088105 - Urogen Pharma
$7,877,500 Holding
G2545C104 - CRESCENT BIOPHARMA INC.
$7,322,492 Holding
74366E102 - Protagonist Therapeutics
$3,316,200 Holding
640268306 - NEKTAR THERAPEUTICS
$3,230,000 Holding

Largest Purchases this Quarter

iTeos Therapeutics
825,000 shares (about $8.23M)
Urogen Pharma
575,000 shares (about $7.88M)
CRESCENT BIOPHARMA INC.
453,686 shares (about $7.32M)
Kymera Therapeutics
107,010 shares (about $4.67M)
Replimune Group
415,000 shares (about $3.86M)

Largest Sales this Quarter

Revolution Medicines
525,000 shares (about $19.31M)
Merus
335,000 shares (about $17.62M)
Nurix Therapeutics
388,067 shares (about $4.42M)
Amylyx Pharmaceuticals
525,000 shares (about $3.37M)
Tango Therapeutics
609,514 shares (about $3.12M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoxer Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$50,030,003$3,120,712 -5.9%9,771,48525.2%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$29,173,624$19,314,750 -39.8%792,97714.7%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$20,543,358$3,855,350 23.1%2,211,34110.3%Medical
Merus N.V. stock logo
MRUS
Merus
$19,199,000$17,621,000 -47.9%365,0009.7%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$18,852,916$4,669,916 32.9%432,0109.5%Medical
uniQure N.V. stock logo
QURE
uniQure
$12,539,030$2,084,030 19.9%899,5006.3%Medical
iTeos Therapeutics, Inc. stock logo
ITOS
iTeos Therapeutics
$8,225,250$8,225,250 New Holding825,0004.1%Medical
Urogen Pharma stock logo
URGN
Urogen Pharma
$7,877,500$7,877,500 New Holding575,0004.0%Medical
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$7,852,250$3,365,250 -30.0%1,225,0004.0%Medical
CRESCENT BIOPHARMA INC.
$7,322,492$7,322,492 New Holding453,6863.7%COM
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$3,316,200$3,316,200 New Holding60,0001.7%Medical
NEKTAR THERAPEUTICS
$3,230,000$3,230,000 New Holding125,0001.6%COM NEW
Kodiak Sciences Inc. stock logo
KOD
Kodiak Sciences
$2,797,500$1,063,050 -27.5%750,0001.4%Medical
CIDARA THERAPEUTICS INC
$2,679,050$2,679,050 New Holding55,0001.3%COM NEW
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$1,993,250$4,420,083 -68.9%175,0001.0%Medical
INSTIL BIO INC
$1,472,681$196,323 -11.8%70,7000.7%COM NEW
KalVista Pharmaceuticals, Inc. stock logo
KALV
KalVista Pharmaceuticals
$1,055,887$1,055,887 New Holding93,4000.5%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$427,500$427,500 New Holding25,0000.2%Medical
NUVATION BIO INC
$71,9730.0%266,6660.0%*W EXP 02/10/202
SRZNW
Surrozen
$1,2070.0%66,6660.0%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$0$31,914,000 -100.0%00.0%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$0$25,534,800 -100.0%00.0%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$0$24,167,000 -100.0%00.0%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$0$20,130,000 -100.0%00.0%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$0$15,593,310 -100.0%00.0%Medical
Chimerix, Inc. stock logo
CMRX
Chimerix
$0$15,403,100 -100.0%00.0%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$0$13,212,325 -100.0%00.0%Medical
Oric Pharmaceuticals, Inc. stock logo
ORIC
Oric Pharmaceuticals
$0$9,667,746 -100.0%00.0%Medical
Day One Biopharmaceuticals, Inc. stock logo
DAWN
Day One Biopharmaceuticals
$0$9,436,248 -100.0%00.0%Medical
Prothena Corporation plc stock logo
PRTA
Prothena
$0$8,538,750 -100.0%00.0%Medical
Legend Biotech Corporation Sponsored ADR stock logo
LEGN
Legend Biotech
$0$6,786,000 -100.0%00.0%Medical
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$0$4,590,590 -100.0%00.0%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$0$3,400,000 -100.0%00.0%Medical
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$0$1,623,171 -100.0%00.0%Medical
BOUNDLESS BIO INC
$0$377,500 -100.0%00.0%COM
Eliem Therapeutics, Inc. stock logo
ELYM
Eliem Therapeutics
$0$176,900 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data