Boxer Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$761.7M
Q ending 2026-03-31
Prior quarter
$456.9M
Q ending 2025-12-31
Change
+66.7% QoQ · +129.1% YoY
Positions
54
reported holdings
Largest positions
All 54 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Tango Therapeutics Inc | TNGX | Shares | $227.5M | 10.9M |
| Kodiak Sciences Inc | KOD | Shares | $51.9M | 1.4M |
| Revolution Medicines Inc | RVMD | Shares | $48.6M | 500K |
| Kymera Therapeutics Inc | KYMR | Shares | $27.4M | 329K |
| Celcuity Inc | CELC | Shares | $25.7M | 225K |
| Surrozen Inc | SRZN | Shares | $22.3M | 766K |
| Abivax Sa | ABVX | Shares | $22.3M | 200K |
| Terns Pharmaceuticals Inc | 430 | Shares | $19.8M | 375K |
| Vaxcyte Inc | PCVX | Shares | $18.9M | 325K |
| Capricor Therapeutics Inc | CAPR | Shares | $17.9M | 590K |
| Protagonist Therapeutics Inc | PTGX | Shares | $17.9M | 170K |
| Vir Biotechnology Inc | VIR | Shares | $16.7M | 1.9M |
| Corvus Pharmaceuticals Inc | CRVS | Shares | $16.1M | 1.1M |
| Praxis Precision Medicines I | PRAX | Shares | $15.0M | 46K |
| Ptc Therapeutics Inc | PTCT | Shares | $13.6M | 200K |
| Precigen Inc | PGEN | Shares | $13.5M | 3.5M |
| Definium Therapeutics Inc | DFTX | Shares | $11.3M | 599K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $11.1M | 800K |
| Uniqure Nv | Shares | $10.8M | 662K | |
| Opus Genetics Inc | IRD | Shares | $10.2M | 2.3M |
| Corcept Therapeutics Inc | CORT | Shares | $10.1M | 250K |
| Urogen Pharma Ltd | Shares | $9.0M | 500K | |
| Replimune Group Inc | REPL | Shares | $9.0M | 1.2M |
| Cogent Biosciences Inc | COGT | Shares | $8.7M | 225K |
| Palisade Bio Inc | PALI | Shares | $8.4M | 4.8M |
| Crescent Biopharma Inc. | Shares | $8.3M | 454K | |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $6.7M | 200K |
| Allogene Therapeutics Inc | ALLO | Shares | $6.6M | 2.7M |
| Cytokinetics Inc | CYTK | Shares | $6.6M | 100K |
| Contineum Therapeutics Inc | CTNM | Shares | $6.5M | 494K |
| Apogee Therapeutics Inc | APGE | Shares | $5.9M | 70K |
| Relmada Therapeutics Inc | RLMD | Shares | $5.9M | 842K |
| Zura Bio Ltd | Shares | $5.4M | 900K | |
| Moonlake Immunotherapeutics | MLTX | Shares | $5.1M | 275K |
| Avalo Therapeutics Inc | AVTX | Shares | $4.5M | 300K |
| Inovio Pharmaceuticals Inc | INO | Shares | $4.1M | 2.4M |
| Structure Therapeutics Inc | GPCR | Shares | $3.6M | 75K |
| Sarepta Therapeutics Inc | SRPT | Shares | $3.3M | 150K |
| Cybin Inc | HELP | Shares | $3.1M | 640K |
| Ocular Therapeutix Inc | OCUL | Shares | $3.0M | 350K |
| An2 Therapeutics Inc | ANTX | Shares | $2.6M | 749K |
| Clene Inc | CLNN | Shares | $2.4M | 478K |
| Oric Pharmaceuticals Inc | ORIC | Shares | $2.2M | 177K |
| Solid Biosciences Inc | SLDB | Shares | $2.2M | 300K |
| Invivyd Inc | IVVD | Shares | $1.9M | 1.5M |
| Lb Pharmaceuticals Inc | LBRX | Shares | $1.7M | 70K |
| Karyopharm Therapeutics Inc | KPTI | Shares | $1.7M | 303K |
| Nurix Therapeutics Inc | NRIX | Shares | $1.6M | 100K |
| Upstream Bio Inc | UPB | Shares | $1.4M | 150K |
| Milestone Pharmaceuticals In | MIST | Shares | $793K | 667K |
| Pepgen Inc | PEPG | Shares | $483K | 273K |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $411K | 20K |
| Regenxbio Inc | RGNX | Shares | $126K | 15K |
| Surrozen Inc | SRZNW | Shares | $1K | 67K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.