Boxer Capital Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$313.7B
Holdings
34
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TNGXTANGO THERAPEUTICS INC | 9,771,485 | $82.1B | 26.16% | |
| 2 | QUREUNIQURE NV | 800,000 | $46.7B | 14.88% | |
| 3 | RVMDREVOLUTION MEDICINES INC | 400,000 | $18.7B | 5.95% | |
| 4 | KYMRKYMERA THERAPEUTICS INC | 319,100 | $18.1B | 5.76% | |
| 5 | KODKODIAK SCIENCES INC | 750,000 | $12.3B | 3.91% | |
| 6 | PTCTPTC THERAPEUTICS INC | 200,000 | $12.3B | 3.91% | |
| 7 | AMLXAMYLYX PHARMACEUTICALS INC | 900,000 | $12.2B | 3.90% | |
| 8 | URGNUROGEN PHARMA LTD | 575,000 | $11.5B | 3.66% | |
| 9 | MRUSMERUS N V | 120,000 | $11.3B | 3.60% | |
| 10 | CYTKCYTOKINETICS INC | 200,000 | $11.0B | 3.50% | |
| 11 | ABVXABIVAX SA | 120,000 | $10.2B | 3.25% | |
| 12 | PTGXPROTAGONIST THERAPEUTICS INC | 110,000 | $7.3B | 2.33% | |
| 13 | NKTRNEKTAR THERAPEUTICS | 125,000 | $7.1B | 2.27% | |
| 14 | CBIOCRESCENT BIOPHARMA INC. | 453,686 | $5.4B | 1.72% | |
| 15 | INOINOVIO PHARMACEUTICALS INC | 2,300,000 | $5.4B | 1.72% | |
| 16 | SRPTSAREPTA THERAPEUTICS INC | 250,000 | $4.8B | 1.54% | |
| 17 | CDTXCIDARA THERAPEUTICS INC | 48,000 | $4.6B | 1.47% | |
| 18 | CELCCELCUITY INC | 90,000 | $4.4B | 1.42% | |
| 19 | REPLREPLIMUNE GROUP INC | 1,050,000 | $4.4B | 1.40% | |
| 20 | SLDBSOLID BIOSCIENCES INC | 600,000 | $3.7B | 1.18% | |
| 21 | DNLIDENALI THERAPEUTICS INC | 250,000 | $3.6B | 1.16% | |
| 22 | PGENPRECIGEN INC | 850,000 | $2.8B | 0.89% | |
| 23 | APGEAPOGEE THERAPEUTICS INC | 50,000 | $2.0B | 0.63% | |
| 24 | BRD1EURMIND MEDICINE MINDMED INC | 163,500 | $1.9B | 0.61% | |
| 25 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 250,000 | $1.8B | 0.57% | |
| 26 | NRIXNURIX THERAPEUTICS INC | 175,000 | $1.6B | 0.52% | |
| 27 | AVTXAVALO THERAPEUTICS INC | 125,000 | $1.6B | 0.51% | |
| 28 | MISTMILESTONE PHARMACEUTICALS IN | 666,666 | $1.3B | 0.42% | |
| 29 | PEPGPEPGEN INC | 250,000 | $1.2B | 0.37% | |
| 30 | LBRXLB PHARMACEUTICALS INC | 70,000 | $1.1B | 0.35% | |
| 31 | TILINSTIL BIO INC | 60,700 | $1.1B | 0.35% | |
| 32 | KALVKALVISTA PHARMACEUTICALS INC | 20,400 | $248.5M | 0.08% | |
| 33 | NUVB/WSNUVATION BIO INC | 266,666 | $53.9M | 0.02% | |
| 34 | SRZNWSURROZEN INC | 66,666 | $1.0M | 0.00% |