Boxer Capital Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$198.7B
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TNGXTANGO THERAPEUTICS INC | 9,771,485 | $50.0B | 25.18% | |
| 2 | RVMDREVOLUTION MEDICINES INC | 792,977 | $29.2B | 14.69% | |
| 3 | REPLREPLIMUNE GROUP INC | 2,211,341 | $20.5B | 10.34% | |
| 4 | MRUSMERUS N V | 365,000 | $19.2B | 9.66% | |
| 5 | KYMRKYMERA THERAPEUTICS INC | 432,010 | $18.9B | 9.49% | |
| 6 | QUREUNIQURE NV | 899,500 | $12.5B | 6.31% | |
| 7 | 5E7ITEOS THERAPEUTICS INC | 825,000 | $8.2B | 4.14% | |
| 8 | URGNUROGEN PHARMA LTD | 575,000 | $7.9B | 3.97% | |
| 9 | AMLXAMYLYX PHARMACEUTICALS INC | 1,225,000 | $7.9B | 3.95% | |
| 10 | CBIOCRESCENT BIOPHARMA INC. | 453,686 | $7.3B | 3.69% | |
| 11 | PTGXPROTAGONIST THERAPEUTICS INC | 60,000 | $3.3B | 1.67% | |
| 12 | NKTRNEKTAR THERAPEUTICS | 125,000 | $3.2B | 1.63% | |
| 13 | KODKODIAK SCIENCES INC | 750,000 | $2.8B | 1.41% | |
| 14 | CDTXCIDARA THERAPEUTICS INC | 55,000 | $2.7B | 1.35% | |
| 15 | NRIXNURIX THERAPEUTICS INC | 175,000 | $2.0B | 1.00% | |
| 16 | TILINSTIL BIO INC | 70,700 | $1.5B | 0.74% | |
| 17 | KALVKALVISTA PHARMACEUTICALS INC | 93,400 | $1.1B | 0.53% | |
| 18 | SRPTSAREPTA THERAPEUTICS INC | 25,000 | $427.5M | 0.22% | |
| 19 | NUVB/WSNUVATION BIO INC | 266,666 | $72.0M | 0.04% | |
| 20 | SRZNWSURROZEN INC | 66,666 | $1.2M | 0.00% |