Boxer Capital Management, LLC
CIK: 2018299
Holdings (63)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- TNGX
TANGO THERAPEUTICS INC
$339.99M
10.88M sh25.61%+0.0% - RVMD
REVOLUTION MEDICINES INC
$93.64M
500,000 sh7.05%+0.0% - ABVX
ABIVAX SA
$80.62M
605,000 sh6.07%+202.5% - QURE
UNIQURE NV
$69.24M
1.50M sh5.21%+127.1% - KOD
KODIAK SCIENCES INC
$57.57M
1.48M sh4.34%+8.6% - KYMR
KYMERA THERAPEUTICS INC
$49.2M
429,100 sh3.71%+30.4% - DFTX
DEFINIUM THERAPEUTICS INC
$46.97M
998,500 sh3.54%+66.8% - REPL
REPLIMUNE GROUP INC
$44.09M
3.98M sh3.32%+239.0% - CELC
CELCUITY INC
$43.58M
416,530 sh3.28%+85.1% - QTTB
Q32 BIO INC
$40.12M
3.15M sh3.02%New - CAPR
CAPRICOR THERAPEUTICS INC
$33.6M
1.40M sh2.53%+136.5% - PGEN
PRECIGEN INC
$29.36M
5.15M sh2.21%+47.1% - CORT
CORCEPT THERAPEUTICS INC
$29.17M
335,500 sh2.20%+34.2% - SRZN
Surrozen Inc.
$26.96M
1.11M sh2.03%+44.3% - PTGX
PROTAGONIST THERAPEUTICS INC
$20.84M
170,000 sh1.57%+0.0% - VIR
VIR BIOTECHNOLOGY INC
$19.01M
1.87M sh1.43%+0.0% - PCVX
VAXCYTE INC
$18.89M
325,000 sh1.42%+0.0% - URGN
UROGEN PHARMA LTD
$18.4M
500,000 sh1.39%+0.0% - CRVS
CORVUS PHARMACEUTICALS INC
$16.43M
1.10M sh1.24%+0.0% - PTCT
PTC THERAPEUTICS INC
$16.31M
200,000 sh1.23%+0.0% - PRAX
PRAXIS PRECISION MEDICINES I
$15.55M
46,457 sh1.17%+0.0% - AMLX
AMYLYX PHARMACEUTICALS INC
$14.37M
800,000 sh1.08%+0.0% - OCUL
OCULAR THERAPEUTIX INC
$12.77M
1.30M sh0.96%+271.4% - IRD
OPUS GENETICS INC
$11.57M
2.81M sh0.87%+25.1% - PALI
PALISADE BIO INC
$10.03M
4.80M sh0.76%+0.0% - APGE
APOGEE THERAPEUTICS INC
$9.29M
70,000 sh0.70%+0.0% - SYRE
SPYRE THERAPEUTICS INC
$8.88M
100,000 sh0.67%New - COGT
COGENT BIOSCIENCES INC
$8.71M
225,000 sh0.66%+0.0% - CYTK
CYTOKINETICS INC
$8.52M
100,000 sh0.64%+0.0% - RLAY
RELAY THERAPEUTICS INC
$8.42M
450,000 sh0.63%New - CBIO
CRESCENT BIOPHARMA INC.
$8.17M
453,686 sh0.62%+0.0% - CTNM
CONTINEUM THERAPEUTICS INC
$8.1M
494,000 sh0.61%+0.0% - KZIA
KAZIA THERAPEUTICS LTD
$7.88M
560,000 sh0.59%New - STTK
SHATTUCK LABS INC
$6.94M
1.00M sh0.52%New - AVTX
AVALO THERAPEUTICS INC
$6.93M
375,000 sh0.52%+25.0% - FBRX
FORTE BIOSCIENCES INC
$5.83M
274,500 sh0.44%New - RLMD
RELMADA THERAPEUTICS INC
$5.83M
842,106 sh0.44%+0.0% - MLTX
MOONLAKE IMMUNOTHERAPEUTICS
$5.35M
275,000 sh0.40%+0.0% - ZURA
ZURA BIO LTD
$5.31M
900,000 sh0.40%+0.0% - HELP
CYBIN INC
$5.22M
790,000 sh0.39%+23.4% - ODTX
ODYSSEY THERAPEUTICS INC
$5.15M
275,000 sh0.39%New - IMTX
IMMATICS N.V
$4.81M
475,000 sh0.36%New - SNSE
FAETH THERAPEUTICS inc
$4.51M
180,505 sh0.34%New - GPCR
STRUCTURE THERAPEUTICS INC
$4.03M
75,000 sh0.30%+0.0% - ORIC
ORIC PHARMACEUTICALS INC
$3.79M
350,000 sh0.29%+98.3% - ANTX
AN2 THERAPEUTICS INC
$3.63M
749,035 sh0.27%+0.0% - NMRA
NEUMORA THERAPEUTICS INC.
$3.4M
2.00M sh0.26%New - INO
INOVIO PHARMACEUTICALS INC
$3.13M
2.84M sh0.24%+20.0% - ALLO
ALLOGENE THERAPEUTICS INC
$3.12M
1.50M sh0.23%-45.0% - SLDB
SOLID BIOSCIENCES INC
$3M
300,000 sh0.23%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 TNGX TANGO THERAPEUTICS INC | 10.88M | $339.99M | +0.0% | 25.61% | Q2 2026 |
 RVMD REVOLUTION MEDICINES INC | 500,000 | $93.64M | +0.0% | 7.05% | Q2 2026 |
 ABVX ABIVAX SA | 605,000 | $80.62M | +202.5% | 6.07% | Q2 2026 |
 QURE UNIQURE NV | 1.50M | $69.24M | +127.1% | 5.21% | Q2 2026 |
 KOD KODIAK SCIENCES INC | 1.48M | $57.57M | +8.6% | 4.34% | Q2 2026 |
 KYMR KYMERA THERAPEUTICS INC | 429,100 | $49.2M | +30.4% | 3.71% | Q2 2026 |
 DFTX DEFINIUM THERAPEUTICS INC | 998,500 | $46.97M | +66.8% | 3.54% | Q2 2026 |
 REPL REPLIMUNE GROUP INC | 3.98M | $44.09M | +239.0% | 3.32% | Q2 2026 |
 CELC CELCUITY INC | 416,530 | $43.58M | +85.1% | 3.28% | Q2 2026 |
 QTTB Q32 BIO INC | 3.15M | $40.12M | New | 3.02% | Q2 2026 |
 CAPR CAPRICOR THERAPEUTICS INC | 1.40M | $33.6M | +136.5% | 2.53% | Q2 2026 |
 PGEN PRECIGEN INC | 5.15M | $29.36M | +47.1% | 2.21% | Q2 2026 |
 CORT CORCEPT THERAPEUTICS INC | 335,500 | $29.17M | +34.2% | 2.20% | Q2 2026 |
 SRZN Surrozen Inc. | 1.11M | $26.96M | +44.3% | 2.03% | Q2 2026 |
 PTGX PROTAGONIST THERAPEUTICS INC | 170,000 | $20.84M | +0.0% | 1.57% | Q2 2026 |
 VIR VIR BIOTECHNOLOGY INC | 1.87M | $19.01M | +0.0% | 1.43% | Q2 2026 |
 PCVX VAXCYTE INC | 325,000 | $18.89M | +0.0% | 1.42% | Q2 2026 |
 URGN UROGEN PHARMA LTD | 500,000 | $18.4M | +0.0% | 1.39% | Q2 2026 |
 CRVS CORVUS PHARMACEUTICALS INC | 1.10M | $16.43M | +0.0% | 1.24% | Q2 2026 |
 PTCT PTC THERAPEUTICS INC | 200,000 | $16.31M | +0.0% | 1.23% | Q2 2026 |
 PRAX PRAXIS PRECISION MEDICINES I | 46,457 | $15.55M | +0.0% | 1.17% | Q2 2026 |
 AMLX AMYLYX PHARMACEUTICALS INC | 800,000 | $14.37M | +0.0% | 1.08% | Q2 2026 |
 OCUL OCULAR THERAPEUTIX INC | 1.30M | $12.77M | +271.4% | 0.96% | Q2 2026 |
 IRD OPUS GENETICS INC | 2.81M | $11.57M | +25.1% | 0.87% | Q2 2026 |
 PALI PALISADE BIO INC | 4.80M | $10.03M | +0.0% | 0.76% | Q2 2026 |
 APGE APOGEE THERAPEUTICS INC | 70,000 | $9.29M | +0.0% | 0.70% | Q2 2026 |
 SYRE SPYRE THERAPEUTICS INC | 100,000 | $8.88M | New | 0.67% | Q2 2026 |
 COGT COGENT BIOSCIENCES INC | 225,000 | $8.71M | +0.0% | 0.66% | Q2 2026 |
 CYTK CYTOKINETICS INC | 100,000 | $8.52M | +0.0% | 0.64% | Q2 2026 |
 RLAY RELAY THERAPEUTICS INC | 450,000 | $8.42M | New | 0.63% | Q2 2026 |
 CBIO CRESCENT BIOPHARMA INC. | 453,686 | $8.17M | +0.0% | 0.62% | Q2 2026 |
 CTNM CONTINEUM THERAPEUTICS INC | 494,000 | $8.1M | +0.0% | 0.61% | Q2 2026 |
 KZIA KAZIA THERAPEUTICS LTD | 560,000 | $7.88M | New | 0.59% | Q2 2026 |
 STTK SHATTUCK LABS INC | 1.00M | $6.94M | New | 0.52% | Q2 2026 |
 AVTX AVALO THERAPEUTICS INC | 375,000 | $6.93M | +25.0% | 0.52% | Q2 2026 |
 FBRX FORTE BIOSCIENCES INC | 274,500 | $5.83M | New | 0.44% | Q2 2026 |
 RLMD RELMADA THERAPEUTICS INC | 842,106 | $5.83M | +0.0% | 0.44% | Q2 2026 |
 MLTX MOONLAKE IMMUNOTHERAPEUTICS | 275,000 | $5.35M | +0.0% | 0.40% | Q2 2026 |
 ZURA ZURA BIO LTD | 900,000 | $5.31M | +0.0% | 0.40% | Q2 2026 |
 HELP CYBIN INC | 790,000 | $5.22M | +23.4% | 0.39% | Q2 2026 |
 ODTX ODYSSEY THERAPEUTICS INC | 275,000 | $5.15M | New | 0.39% | Q2 2026 |
 IMTX IMMATICS N.V | 475,000 | $4.81M | New | 0.36% | Q2 2026 |
 SNSE FAETH THERAPEUTICS inc | 180,505 | $4.51M | New | 0.34% | Q2 2026 |
 GPCR STRUCTURE THERAPEUTICS INC | 75,000 | $4.03M | +0.0% | 0.30% | Q2 2026 |
 ORIC ORIC PHARMACEUTICALS INC | 350,000 | $3.79M | +98.3% | 0.29% | Q2 2026 |
 ANTX AN2 THERAPEUTICS INC | 749,035 | $3.63M | +0.0% | 0.27% | Q2 2026 |
 NMRA NEUMORA THERAPEUTICS INC. | 2.00M | $3.4M | New | 0.26% | Q2 2026 |
 INO INOVIO PHARMACEUTICALS INC | 2.84M | $3.13M | +20.0% | 0.24% | Q2 2026 |
 ALLO ALLOGENE THERAPEUTICS INC | 1.50M | $3.12M | -45.0% | 0.23% | Q2 2026 |
 SLDB SOLID BIOSCIENCES INC | 300,000 | $3M | +0.0% | 0.23% | Q2 2026 |
1-50 of 63 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Boxer Capital Management, LLC
Boxer Capital Management, LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2018299). Signal8 holds 13 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 63 securities, not counting options, up from 54 in Q1 2026.
Its five largest reported positions, in order, are TANGO THERAPEUTICS INC (TNGX), REVOLUTION MEDICINES INC (RVMD), ABIVAX SA (ABVX), UNIQURE NV (QURE) and KODIAK SCIENCES INC (KOD). The next five are KYMERA THERAPEUTICS INC (KYMR), DEFINIUM THERAPEUTICS INC (DFTX), REPLIMUNE GROUP INC (REPL), CELCUITY INC (CELC) and Q32 BIO INC (QTTB).
Recent 13F filings by Boxer Capital Management, LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 63 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 54 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 45 securities.
- Q3 2025: 13F-HR/A filed Feb 17, 2026, listing 34 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 34 securities.
- Q2 2025: 13F-HR/A filed Feb 17, 2026, listing 20 securities.