Boxer Capital Management, LLC
CIK: 0002018299SEC EDGAR →
Portfolio Value
$456.9M
Holdings
45
As of
Q4 2025
New Positions
15
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TANGO THERAPEUTICS INC | 10,876,219 | $96.4M | 21.09% |
| 2 | NUVATION BIO INC | 266,666 | $88.0M | 19.26% |
| 3 | REVOLUTION MEDICINES INC | 400,000 | $31.9M | 6.97% |
| 4 | KODIAK SCIENCES INC | 1,136,000 | $31.8M | 6.95% |
| 5 | KYMERA THERAPEUTICS INC | 329,100 | $25.6M | 5.60% |
| 6 | CELCUITY INC | 225,000 | $22.4M | 4.91% |
| 7 | ABIVAX SA | 125,000 | $16.9M | 3.69% |
| 8 | PTC THERAPEUTICS INC | 200,000 | $15.2M | 3.33% |
| 9 | TERNS PHARMACEUTICALS INC | 375,000 | $15.2M | 3.32% |
| 10 | PROTAGONIST THERAPEUTICS INC | 170,000 | $14.8M | 3.25% |
Quarterly Changes
New Positions (15)
$15.2M · 375K shares
$13.7M · 46K shares
$11.3M · 4.8M shares
$9.4M · 416K shares
$9.4M · 325K shares
$8.0M · 225K shares
$5.8M · 715K shares
$5.6M · 494K shares
$5.2M · 75K shares
$4.1M · 150K shares
$3.8M · 625K shares
$3.7M · 1.5M shares
$1.9M · 253K shares
$1.2M · 200K shares
$262K · 50K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 42 | $438.1M | 80.3% |
| Unknown | 3 | $107.7M | 19.7% |