Boxer Capital Management, LLC Top Holdings and 13F Report (2026)

About Boxer Capital Management, LLC

Investment Activity

Boxer Capital Management, LLC has $761.65 million in total holdings as of December 31, 2025.
Boxer Capital Management, LLC owns shares of 54 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 23.99% of the portfolio was purchased this quarter.
About 3.39% of the portfolio was sold this quarter.
This quarter, Boxer Capital Management, LLC has purchased 45 new stocks and bought additional shares in 13 stocks.
Boxer Capital Management, LLC sold shares of 3 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Tango Therapeutics: $227,530,501
Kodiak Sciences: $51,881,320
Revolution Medicines: $48,625,000
Kymera Therapeutics: $27,410,739
Celcuity: $25,681,500

Largest New Holdings this Quarter

92243G108 - Vaxcyte: $18,885,750 Holding
221015100 - Corvus Pharmaceuticals: $16,093,000 Holding
24477V105 - DEFINIUM THERAPEUTICS INC: $11,311,650 Holding
67577R102 - OPUS GENETICS INC: $10,237,500 Holding
218352102 - Corcept Therapeutics: $10,077,500 Holding

Largest Purchases this Quarter

Vaxcyte: 325,000 shares (about $18.89M)
Corvus Pharmaceuticals: 1,100,000 shares (about $16.09M)
DEFINIUM THERAPEUTICS INC: 598,500 shares (about $11.31M)
Vir Biotechnology: 1,241,000 shares (about $11.12M)
OPUS GENETICS INC: 2,250,000 shares (about $10.24M)

Largest Sales this Quarter

CYBIN INC: 75,000 shares (about $360K)
PepGen: 101,000 shares (about $178.77K)
INOVIO PHARMACEUTICALS INC: 50,000 shares (about $87.00K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TNGX Tango Therapeutics	$227,530,501		0.0%	10,876,219	29.9%	Medical
KOD Kodiak Sciences	$51,881,320	$8,577,000 â–²	19.8%	1,361,000	6.8%	Medical
RVMD Revolution Medicines	$48,625,000	$9,725,000 â–²	25.0%	500,000	6.4%	Medical
KYMR Kymera Therapeutics	$27,410,739		0.0%	329,100	3.6%	Medical
CELC Celcuity	$25,681,500		0.0%	225,000	3.4%	Medical
SURROZEN INC	$22,322,843	$10,200,394 â–²	84.1%	766,318	2.9%	COM NEW
ABIVAX SA	$22,270,000	$8,351,250 â–²	60.0%	200,000	2.9%	SPONSORED ADS
TERN Terns Pharmaceuticals	$19,770,000		0.0%	375,000	2.6%	Medical
PCVX Vaxcyte	$18,885,750	$18,885,750 â–²	New Holding	325,000	2.5%	Medical
CAPR Capricor Therapeutics	$17,936,000	$8,056,000 â–²	81.5%	590,000	2.4%	Medical
PTGX Protagonist Therapeutics	$17,918,000		0.0%	170,000	2.4%	Medical
VIR Vir Biotechnology	$16,719,360	$11,119,360 â–²	198.6%	1,866,000	2.2%	Medical
CRVS Corvus Pharmaceuticals	$16,093,000	$16,093,000 â–²	New Holding	1,100,000	2.1%	Medical
PRAXIS PRECISION MEDICINES I	$14,967,981		0.0%	46,457	2.0%	COM NEW
PTCT PTC Therapeutics	$13,626,000		0.0%	200,000	1.8%	Medical
PGEN Precigen	$13,545,000	$8,223,750 â–²	154.5%	3,500,000	1.8%	Medical
DEFINIUM THERAPEUTICS INC	$11,311,650	$11,311,650 â–²	New Holding	598,500	1.5%	COM SHS
AMLX Amylyx Pharmaceuticals	$11,120,000		0.0%	800,000	1.5%	Medical
QURE uniQure	$10,823,700	$6,082,200 â–²	128.3%	662,000	1.4%	Medical
OPUS GENETICS INC	$10,237,500	$10,237,500 â–²	New Holding	2,250,000	1.3%	COM
CORT Corcept Therapeutics	$10,077,500	$10,077,500 â–²	New Holding	250,000	1.3%	Medical
URGN Urogen Pharma	$8,990,000		0.0%	500,000	1.2%	Medical
REPL Replimune Group	$8,988,750	$3,251,250 â–²	56.7%	1,175,000	1.2%	Medical
COGT Cogent Biosciences	$8,660,250		0.0%	225,000	1.1%	Medical
PALISADE BIO INC	$8,399,781		0.0%	4,799,875	1.1%	COM
CRESCENT BIOPHARMA INC.	$8,334,212	$8,334,212 â–²	New Holding	453,686	1.1%	COM
SLNO Soleno Therapeutics	$6,696,000	$6,696,000 â–²	New Holding	200,000	0.9%	Medical
ALLO Allogene Therapeutics	$6,649,000	$6,649,000 â–²	New Holding	2,725,000	0.9%	Medical
CYTK Cytokinetics	$6,591,000		0.0%	100,000	0.9%	Medical
CONTINEUM THERAPEUTICS INC	$6,451,640		0.0%	494,000	0.8%	CL A
APOGEE THERAPEUTICS INC	$5,891,900		0.0%	70,000	0.8%	COM
RLMD Relmada Therapeutics	$5,861,058	$5,861,058 â–²	New Holding	842,106	0.8%	Medical
ZURA Zura Bio	$5,355,000	$5,057,500 â–²	1,700.0%	900,000	0.7%	Medical
MLTX MoonLake Immunotherapeutics	$5,126,000		0.0%	275,000	0.7%	Medical
AVALO THERAPEUTICS INC	$4,479,000	$373,250 â–²	9.1%	300,000	0.6%	COM NEW
INOVIO PHARMACEUTICALS INC	$4,124,012	$87,000 â–¼	-2.1%	2,370,122	0.5%	COM SHS
GPCR Structure Therapeutics	$3,615,000		0.0%	75,000	0.5%	Medical
SRPT Sarepta Therapeutics	$3,264,000		0.0%	150,000	0.4%	Medical
CYBIN INC	$3,072,000	$360,000 â–¼	-10.5%	640,000	0.4%	COM NEW
OCUL Ocular Therapeutix	$2,964,500	$2,964,500 â–²	New Holding	350,000	0.4%	Medical
AN2 THERAPEUTICS INC	$2,561,700	$2,561,700 â–²	New Holding	749,035	0.3%	COM
CLENE INC	$2,354,149	$1,369,446 â–²	139.1%	477,515	0.3%	COM NEW
ORIC Oric Pharmaceuticals	$2,236,255	$2,236,255 â–²	New Holding	176,500	0.3%	Medical
SLDB Solid Biosciences	$2,160,000		0.0%	300,000	0.3%	Medical
IVVD Invivyd	$1,950,000		0.0%	1,500,000	0.3%	Medical
LB PHARMACEUTICALS INC	$1,726,200		0.0%	70,000	0.2%	COM SHS
KARYOPHARM THERAPEUTICS INC	$1,685,126	$278,500 â–²	19.8%	302,536	0.2%	COM NEW
NRIX Nurix Therapeutics	$1,550,000		0.0%	100,000	0.2%	Medical
UPSTREAM BIO INC	$1,350,000		0.0%	150,000	0.2%	COM
MIST Milestone Pharmaceuticals	$793,333		0.0%	666,666	0.1%	Medical
PEPG PepGen	$483,019	$178,770 â–¼	-27.0%	272,892	0.1%	Medical
KALV KalVista Pharmaceuticals	$410,652		0.0%	20,400	0.1%	Medical
RGNX REGENXBIO	$125,700	$125,700 â–²	New Holding	15,000	0.0%	Medical
SRZNW Surrozen	$1,067		0.0%	66,666	0.0%	Medical
CIDARA THERAPEUTICS INC	$0	$11,707,170 â–¼	-100.0%	0	0.0%	COM NEW
MNMD Mind Medicine (MindMed)	$0	$8,013,915 â–¼	-100.0%	0	0.0%	Medical
CRESCENT BIOPHARMA INC.	$0	$5,380,716 â–¼	-100.0%	0	0.0%	COM
NUVATION BIO INC	$0	$88,000 â–¼	-100.0%	0	0.0%	*W EXP 02/10/202

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Boxer Capital Management, LLC Top Holdings and 13F Report (2026)

About Boxer Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Boxer Capital Management, LLC Top Holdings and 13F Report (2026)

About Boxer Capital Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoxer Capital Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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