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

About Boxer Capital Management, LLC

Investment Activity

Boxer Capital Management, LLC has $1.33 billion in total holdings as of December 31, 2025.
Boxer Capital Management, LLC owns shares of 63 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 25.60% of the portfolio was purchased this quarter.
About 2.22% of the portfolio was sold this quarter.
This quarter, Boxer Capital Management, LLC has purchased 54 new stocks and bought additional shares in 17 stocks.
Boxer Capital Management, LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.

Largest Holdings

Tango Therapeutics: $339,990,606
Revolution Medicines: $93,640,000
ABIVAX SA: $80,622,300
uniQure: $69,241,998
Kodiak Sciences: $57,567,296

Largest New Holdings this Quarter

746964105 - Q32 BIO INC: $40,122,209 Holding
00773J202 - SPYRE THERAPEUTICS INC: $8,878,000 Holding
75943R102 - Relay Therapeutics: $8,419,500 Holding
48669G303 - KAZIA THERAPEUTICS LTD: $7,884,800 Holding
82024L103 - Shattuck Labs: $6,940,000 Holding

Largest Purchases this Quarter

ABIVAX SA: 405,000 shares (about $53.97M)
Q32 BIO INC: 3,149,310 shares (about $40.12M)
uniQure: 841,300 shares (about $38.75M)
Replimune Group: 2,808,000 shares (about $31.08M)
Celcuity: 191,530 shares (about $20.04M)

Largest Sales this Quarter

Allogene Therapeutics: 1,225,000 shares (about $2.55M)

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	$339,990,606		0.0%	10,876,219	25.6%	Healthcare
RVMD Revolution Medicines	$93,640,000		0.0%	500,000	7.1%	Healthcare
ABIVAX SA	$80,622,300	$53,970,300 â–²	202.5%	605,000	6.1%	SPONSORED ADS
QURE uniQure	$69,241,998	$38,750,278 â–²	127.1%	1,503,300	5.2%	Healthcare
KOD Kodiak Sciences	$57,567,296	$4,542,736 â–²	8.6%	1,477,600	4.3%	Healthcare
KYMR Kymera Therapeutics	$49,204,897	$11,467,000 â–²	30.4%	429,100	3.7%	Healthcare
DEFINIUM THERAPEUTICS INC	$46,969,440	$18,816,000 â–²	66.8%	998,500	3.5%	COM SHS
REPL Replimune Group	$44,091,810	$31,084,560 â–²	239.0%	3,983,000	3.3%	Healthcare
CELC Celcuity	$43,577,368	$20,037,868 â–²	85.1%	416,530	3.3%	Healthcare
Q32 BIO INC	$40,122,209	$40,122,209 â–²	New Holding	3,149,310	3.0%	COM
CAPR Capricor Therapeutics	$33,595,356	$19,388,156 â–²	136.5%	1,395,156	2.5%	Healthcare
PGEN Precigen	$29,355,000	$9,405,000 â–²	47.1%	5,150,000	2.2%	Healthcare
CORT Corcept Therapeutics	$29,171,725	$7,434,225 â–²	34.2%	335,500	2.2%	Healthcare
Surrozen Inc.	$26,963,591	$8,275,879 â–²	44.3%	1,105,683	2.0%	COM NEW
PTGX Protagonist Therapeutics	$20,838,600		0.0%	170,000	1.6%	Healthcare
VIR Vir Biotechnology	$19,014,540		0.0%	1,866,000	1.4%	Healthcare
PCVX Vaxcyte	$18,892,250		0.0%	325,000	1.4%	Healthcare
URGN Urogen Pharma	$18,400,000		0.0%	500,000	1.4%	Healthcare
CRVS Corvus Pharmaceuticals	$16,434,000		0.0%	1,100,000	1.2%	Healthcare
PTCT PTC Therapeutics	$16,314,000		0.0%	200,000	1.2%	Healthcare
PRAXIS PRECISION MEDICINES I	$15,553,339		0.0%	46,457	1.2%	COM NEW
AMLX Amylyx Pharmaceuticals	$14,368,000		0.0%	800,000	1.1%	Healthcare
OCUL Ocular Therapeutix	$12,766,000	$9,329,000 â–²	271.4%	1,300,000	1.0%	Healthcare
OPUS GENETICS INC	$11,569,650	$2,322,150 â–²	25.1%	2,815,000	0.9%	COM
PALISADE BIO INC	$10,031,739		0.0%	4,799,875	0.8%	COM
APOGEE THERAPEUTICS INC	$9,291,100		0.0%	70,000	0.7%	COM
SPYRE THERAPEUTICS INC	$8,878,000	$8,878,000 â–²	New Holding	100,000	0.7%	COM NEW
COGT Cogent Biosciences	$8,707,500		0.0%	225,000	0.7%	Healthcare
CYTK Cytokinetics	$8,519,000		0.0%	100,000	0.6%	Healthcare
RLAY Relay Therapeutics	$8,419,500	$8,419,500 â–²	New Holding	450,000	0.6%	Healthcare
CRESCENT BIOPHARMA INC.	$8,166,348		0.0%	453,686	0.6%	COM
CONTINEUM THERAPEUTICS INC	$8,096,660		0.0%	494,000	0.6%	CL A
KAZIA THERAPEUTICS LTD	$7,884,800	$7,884,800 â–²	New Holding	560,000	0.6%	SPONSORED ADS
STTK Shattuck Labs	$6,940,000	$6,940,000 â–²	New Holding	1,000,000	0.5%	Healthcare
AVALO THERAPEUTICS INC	$6,930,000	$1,386,000 â–²	25.0%	375,000	0.5%	COM NEW
FORTE BIOSCIENCES INC	$5,833,125	$5,833,125 â–²	New Holding	274,500	0.4%	COM NEW
RLMD Relmada Therapeutics	$5,827,374		0.0%	842,106	0.4%	Healthcare
MLTX MoonLake Immunotherapeutics	$5,354,250		0.0%	275,000	0.4%	Healthcare
ZURA Zura Bio	$5,310,000		0.0%	900,000	0.4%	Healthcare
CYBIN INC	$5,221,900	$991,500 â–²	23.4%	790,000	0.4%	COM NEW
ODYSSEY THERAPEUTICS INC	$5,145,250	$5,145,250 â–²	New Holding	275,000	0.4%	COMMON STOCK
IMTX Immatics	$4,811,750	$4,811,750 â–²	New Holding	475,000	0.4%	Healthcare
FAETH THERAPEUTICS inc	$4,512,625	$4,512,625 â–²	New Holding	180,505	0.3%	COM NEW
GPCR Structure Therapeutics	$4,025,250		0.0%	75,000	0.3%	Healthcare
ORIC Oric Pharmaceuticals	$3,790,500	$1,879,005 â–²	98.3%	350,000	0.3%	Healthcare
AN2 THERAPEUTICS INC	$3,625,329		0.0%	749,035	0.3%	COM
NEUMORA THERAPEUTICS INC.	$3,400,000	$3,400,000 â–²	New Holding	2,000,000	0.3%	COM
INOVIO PHARMACEUTICALS INC	$3,129,493	$522,359 â–²	20.0%	2,844,994	0.2%	COM SHS
ALLO Allogene Therapeutics	$3,120,000	$2,548,000 â–¼	-45.0%	1,500,000	0.2%	Healthcare
SLDB Solid Biosciences	$2,997,000		0.0%	300,000	0.2%	Healthcare
KARYOPHARM THERAPEUTICS INC	$2,955,777		0.0%	302,536	0.2%	COM NEW
CLENE INC	$2,939,105		0.0%	477,515	0.2%	COM NEW
SRPT Sarepta Therapeutics	$2,695,500		0.0%	150,000	0.2%	Healthcare
MAPLIGHT THERAPEUTICS INC	$2,688,000	$2,688,000 â–²	New Holding	75,000	0.2%	COM
NRIX Nurix Therapeutics	$2,426,000		0.0%	100,000	0.2%	Healthcare
LB PHARMACEUTICALS INC	$2,271,850		0.0%	70,000	0.2%	COM SHS
EDESA BIOTECH INC	$1,666,650	$1,666,650 â–²	New Holding	205,000	0.1%	COM NEW
IVVD Invivyd	$1,308,600		0.0%	1,500,000	0.1%	Healthcare
UPSTREAM BIO INC	$1,038,000		0.0%	150,000	0.1%	COM
MIST Milestone Pharmaceuticals	$893,332		0.0%	666,666	0.1%	Healthcare
PEPG PepGen	$491,206		0.0%	272,892	0.0%	Healthcare
RGNX REGENXBIO	$179,700		0.0%	15,000	0.0%	Healthcare
SRZNW Surrozen	$1,067		0.0%	66,666	0.0%	Healthcare
TERN Terns Pharmaceuticals	$0	$19,770,000 â–¼	-100.0%	0	0.0%	Healthcare
SLNO Soleno Therapeutics	$0	$6,696,000 â–¼	-100.0%	0	0.0%	Healthcare
KALV KalVista Pharmaceuticals	$0	$410,652 â–¼	-100.0%	0	0.0%	Healthcare

Showing largest 100 holdings. View all holdings.

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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

Advanced Stock Screeners and Research Tools