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

About Boxer Capital Management, LLC

Investment Activity

  • Boxer Capital Management, LLC has $332.47 million in total holdings as of March 31, 2025.
  • Boxer Capital Management, LLC owns shares of 28 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
  • Approximately 2.53% of the portfolio was purchased this quarter.
  • About 224.76% of the portfolio was sold this quarter.
  • This quarter, Boxer Capital Management, LLC has purchased 60 new stocks and bought additional shares in 2 stocks.
  • Boxer Capital Management, LLC sold shares of 10 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

Nuvalent
$31,914,000
Merus
$29,463,000
AnaptysBio
$24,167,000

Largest New Holdings this Quarter

83422E204 - Solid Biosciences
$4,590,590 Holding
24823R105 - Denali Therapeutics
$3,400,000 Holding

Largest Purchases this Quarter

Solid Biosciences
1,240,700 shares (about $4.59M)
Denali Therapeutics
250,000 shares (about $3.40M)
Prelude Therapeutics
399,827 shares (about $307.87K)
Kodiak Sciences
35,000 shares (about $98.35K)

Largest Sales this Quarter

Revolution Medicines
2,961,487 shares (about $104.72M)
Merus
1,200,000 shares (about $50.51M)
Nuvalent
670,192 shares (about $47.53M)
Avidity Biosciences
862,388 shares (about $25.46M)
Legend Biotech
500,000 shares (about $16.97M)

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
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$46,603,667$104,718,181 -69.2%1,317,97714.0%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$31,914,000$47,530,017 -59.8%450,0009.6%Medical
Merus stock logo
MRUS
Merus
$29,463,000$50,508,000 -63.2%700,0008.9%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$25,534,800$25,457,694 -49.9%865,0007.7%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$24,167,0000.0%1,300,0007.3%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$20,130,0000.0%600,0006.1%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$17,514,3250.0%1,796,3415.3%Medical
Apellis Pharmaceuticals, Inc. stock logo
APLS
Apellis Pharmaceuticals
$15,593,310$15,593,310 -50.0%713,0004.7%Medical
Chimerix, Inc. stock logo
CMRX
Chimerix
$15,403,100$2,127,500 -12.1%1,810,0004.6%Medical
Tango Therapeutics, Inc. stock logo
TNGX
Tango Therapeutics
$14,221,9690.0%10,380,9994.3%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$13,212,3250.0%671,3584.0%Medical
ORIC Pharmaceuticals, Inc. stock logo
ORIC
ORIC Pharmaceuticals
$9,667,7460.0%1,732,5712.9%Medical
Day One Biopharmaceuticals, Inc. stock logo
DAWN
Day One Biopharmaceuticals
$9,436,2480.0%1,189,9432.8%Medical
Kymera Therapeutics, Inc. stock logo
KYMR
Kymera Therapeutics
$8,895,250$2,737,000 -23.5%325,0002.7%Medical
Prothena Co. plc stock logo
PRTA
Prothena
$8,538,7500.0%690,0002.6%Medical
uniQure stock logo
QURE
uniQure
$7,950,0000.0%750,0002.4%Medical
Legend Biotech Co. stock logo
LEGN
Legend Biotech
$6,786,000$16,965,000 -71.4%200,0002.0%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$6,689,2360.0%563,0672.0%Medical
Amylyx Pharmaceuticals, Inc. stock logo
AMLX
Amylyx Pharmaceuticals
$6,195,0000.0%1,750,0001.9%Medical
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$4,590,590$4,590,590 New Holding1,240,7001.4%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$3,400,000$3,400,000 New Holding250,0001.0%Medical
Kodiak Sciences Inc. stock logo
KOD
Kodiak Sciences
$2,908,350$98,350 3.5%1,035,0000.9%Medical
Prelude Therapeutics Incorporated stock logo
PRLD
Prelude Therapeutics
$1,623,171$307,867 23.4%2,108,0140.5%Medical
INSTIL BIO INC
$1,390,970$4,780,510 -77.5%80,1250.4%COM NEW
BOUNDLESS BIO INC
$377,5000.0%250,0000.1%COM
Eliem Therapeutics, Inc. stock logo
ELYM
Eliem Therapeutics
$176,900$2,998,992 -94.4%145,0000.1%Medical
NUVATION BIO INC
$85,3330.0%266,6660.0%*W EXP 02/10/202
SRZNW
Surrozen
$2,0000.0%66,6660.0%Medical
SpringWorks Therapeutics, Inc. stock logo
SWTX
SpringWorks Therapeutics
$0$123,620,276 -100.0%00.0%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$0$39,766,700 -100.0%00.0%Medical
Scholar Rock Holding Co. stock logo
SRRK
Scholar Rock
$0$32,415,000 -100.0%00.0%Medical
Tyra Biosciences, Inc. stock logo
TYRA
Tyra Biosciences
$0$28,184,724 -100.0%00.0%Medical
Arcus Biosciences, Inc. stock logo
RCUS
Arcus Biosciences
$0$23,856,758 -100.0%00.0%Medical
Geron Co. stock logo
GERN
Geron
$0$21,240,000 -100.0%00.0%Medical
TF Financial Corp stock logo
THRD
TF Financial
$0$20,580,000 -100.0%00.0%Medical
Immunovant, Inc. stock logo
IMVT
Immunovant
$0$20,435,250 -100.0%00.0%Medical
Arvinas, Inc. stock logo
ARVN
Arvinas
$0$20,293,630 -100.0%00.0%Medical
Poseida Therapeutics, Inc. stock logo
PSTX
Poseida Therapeutics
$0$19,200,000 -100.0%00.0%Medical
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$0$18,428,261 -100.0%00.0%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$0$13,560,000 -100.0%00.0%Medical
KalVista Pharmaceuticals, Inc. stock logo
KALV
KalVista Pharmaceuticals
$0$13,467,300 -100.0%00.0%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$0$11,058,161 -100.0%00.0%Medical
Spyre Therapeutics Inc
$0$10,864,310 -100.0%00.0%COM NEW
Jasper Therapeutics Inc
$0$7,483,000 -100.0%00.0%COM NEW
iTeos Therapeutics, Inc. stock logo
ITOS
iTeos Therapeutics
$0$7,272,307 -100.0%00.0%Medical
Iovance Biotherapeutics, Inc. stock logo
IOVA
Iovance Biotherapeutics
$0$5,550,000 -100.0%00.0%Medical
Summit Therapeutics Inc. stock logo
SMMT
Summit Therapeutics
$0$4,461,250 -100.0%00.0%Medical
Terns Pharmaceuticals, Inc. stock logo
TERN
Terns Pharmaceuticals
$0$4,166,080 -100.0%00.0%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$0$3,957,500 -100.0%00.0%Medical
Apogee Therapeutics Inc
$0$3,895,800 -100.0%00.0%COM
Olema Pharmaceuticals, Inc. stock logo
OLMA
Olema Pharmaceuticals
$0$3,789,500 -100.0%00.0%Medical
Mersana Therapeutics, Inc. stock logo
MRSN
Mersana Therapeutics
$0$3,768,050 -100.0%00.0%Medical
Sana Biotechnology, Inc. stock logo
SANA
Sana Biotechnology
$0$2,518,350 -100.0%00.0%Medical
Bicara Therapeutics Inc
$0$2,351,700 -100.0%00.0%COM
Relay Therapeutics, Inc. stock logo
RLAY
Relay Therapeutics
$0$2,208,864 -100.0%00.0%Medical
Zentalis Pharmaceuticals, Inc. stock logo
ZNTL
Zentalis Pharmaceuticals
$0$1,363,500 -100.0%00.0%Medical
Black Diamond Therapeutics, Inc. stock logo
BDTX
Black Diamond Therapeutics
$0$1,082,840 -100.0%00.0%Medical
Orchestra BioMed Holdings, Inc. stock logo
OBIO
Orchestra BioMed
$0$952,772 -100.0%00.0%Medical
Zura Bio Limited stock logo
ZURA
Zura Bio
$0$750,000 -100.0%00.0%Medical
Milestone Pharmaceuticals Inc. stock logo
MIST
Milestone Pharmaceuticals
$0$729,257 -100.0%00.0%Medical
BioAtla, Inc. stock logo
BCAB
BioAtla
$0$405,768 -100.0%00.0%Medical
DBV Technologies S A
$0$154,500 -100.0%00.0%SPONSORED ADS

Showing largest 100 holdings. View all holdings.
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