Boxer Capital Management, LLC
CIK: 0002018299Latest portfolio: $456.9M · Q4 2025
Holdings
45
Total Value
$456.9M
New Positions
15
Closed Positions
4
Top Holdings
View All 45 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TNGXTANGO THERAPEUTICS INC | 10,876,219 | $96.4M | 21.09% | +1.1M | |
| 2 | RVMDREVOLUTION MEDICINES INC | 400,000 | $31.9M | 6.97% | — | |
| 3 | KODKODIAK SCIENCES INC | 1,136,000 | $31.8M | 6.95% | +386K | |
| 4 | KYMRKYMERA THERAPEUTICS INC | 329,100 | $25.6M | 5.60% | +10K | |
| 5 | CELCCELCUITY INC | 225,000 | $22.4M | 4.91% | +135K | |
| 6 | ABVXABIVAX SA | 125,000 | $16.9M | 3.69% | +5K | |
| 7 | PTCTPTC THERAPEUTICS INC | 200,000 | $15.2M | 3.33% | — | |
| 8 | TERNTERNS PHARMACEUTICALS INC | 375,000 | $15.2M | 3.32% | NEW | |
| 9 | PTGXPROTAGONIST THERAPEUTICS INC | 170,000 | $14.8M | 3.25% | +60K | |
| 10 | PRAXPRAXIS PRECISION MEDICINES I | 46,457 | $13.7M | 3.00% | NEW | |
| 11 | URGNUROGEN PHARMA LTD | 500,000 | $11.7M | 2.56% | -75,000 | |
| 12 | CDTXCIDARA THERAPEUTICS INC | 53,000 | $11.7M | 2.56% | +5K | |
| 13 | PALIPALISADE BIO INC | 4,799,875 | $11.3M | 2.47% | NEW | |
| 14 | AMLXAMYLYX PHARMACEUTICALS INC | 800,000 | $9.7M | 2.12% | -100,000 | |
| 15 | SRZNSURROZEN INC | 416,150 | $9.4M | 2.06% | NEW | |
| 16 | CAPRCAPRICOR THERAPEUTICS INC | 325,000 | $9.4M | 2.05% | NEW | |
| 17 | BRD1EURMIND MEDICINE MINDMED INC | 598,500 | $8.0M | 1.75% | +435K | |
| 18 | COGTCOGENT BIOSCIENCES INC | 225,000 | $8.0M | 1.75% | NEW | |
| 19 | REPLREPLIMUNE GROUP INC | 750,000 | $7.3M | 1.60% | -300,000 | |
| 20 | QUREUNIQURE NV | 290,000 | $6.9M | 1.52% | -510,000 | |
| 21 | CYTKCYTOKINETICS INC | 100,000 | $6.4M | 1.39% | -100,000 | |
| 22 | HELPCYBIN INC | 715,000 | $5.8M | 1.28% | NEW | |
| 23 | PGENPRECIGEN INC | 1,375,000 | $5.7M | 1.26% | +525K | |
| 24 | CTNMCONTINEUM THERAPEUTICS INC | 494,000 | $5.6M | 1.24% | NEW | |
| 25 | CBIOCRESCENT BIOPHARMA INC. | 453,686 | $5.4M | 1.18% | — |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Healthcare0.0% ($9.636331860317621e+165T)
Unknown0.0% ($11.7T)
Filing History
Fund Information
Boxer Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $456.9M across 45 holdings. The largest position is TANGO THERAPEUTICS INC (TNGX), representing 21.1% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.