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Boxer Capital Management, LLC

CIK 2018299 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Boxer Capital Management, LLC reported 63 US-listed holdings worth $1.33 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Tango Therapeutics Inc. (25.6%), Revolution Medicines, Inc. (7.1%) and Abivax SA (6.1%). Against the quarter before, it opened 12 positions, added to 17, trimmed 1 and sold out of 3.

Reported holdings$1.33B+74.3% on Q1 2026
Positions63+9 on Q1 2026
The largest ten65.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toHeld
TNGX25.6%RVMD7.1%ABVX6.1%QURE5.2%KOD4.3%KYMR3.7%DFTX3.5%REPL3.3%CELC3.3%QTTB3.0%CAPR2.5%PGEN2.2%CORT2.2%SRZN2.0%49 more25.9%

The 14 largest of its 63 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q4 2024: $1.17 billion in 60 positions$1.17BQ4 24Q1 2025: $332.5 million in 28 positions$332MQ1 25Q2 2025: $198.7 million in 20 positions$199MQ2 25Q3 2025: $313.7 million in 34 positions$314MQ3 25Q4 2025: $456.9 million in 45 positions$457MQ4 25Q1 2026: $761.7 million in 54 positions$762MQ1 26Q2 2026: $1.33 billion in 63 positions$1.33BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 12Added 17Held 33Trimmed 1Sold out 3
Opened: 12Added: 17Held: 33Trimmed: 1Sold out: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 12

  1. Q32 Bio Inc. QTTB$40.1 million
  2. Spyre Therapeutics Inc. SYRE$8.9 million
  3. Relay Therapeutics Inc. RLAY$8.4 million
  4. Kazia Therapeutics Ltd KZIA$7.9 million
  5. Shattuck Labs Inc. STTK$6.9 million
  6. Forte Biosciences Inc. FBRX$5.8 million
  7. Odyssey Therapeutics, Inc. ODTX$5.1 million
  8. Immatics N.V IMTX$4.8 million

and 4 more in the table below

Added to 17

  1. Abivax SA ABVX+405,000 shares · +202%
  2. Uniqure NV QURE+841,300 shares · +127%
  3. Replimune Group, Inc. REPL+2.8 million shares · +239%
  4. Celcuity Inc. CELC+191,530 shares · +85%
  5. Capricor Therapeutics Inc. CAPR+805,156 shares · +136%
  6. Definium Therapeutics Inc. DFTX+400,000 shares · +67%
  7. Kymera Therapeutics Inc. KYMR+100,000 shares · +30%
  8. Precigen Inc. PGEN+1.6 million shares · +47%

and 9 more in the table below

Trimmed 1

  1. Allogene Therapeutics Inc. ALLO-1.2 million shares · -45%

Sold out of 3

  1. Terns Pharmaceuticals Inc. TERN$19.8 million last quarter
  2. Soleno Therapeutics Inc. SLNO$6.7 million last quarter
  3. Kalvista Pharmaceuticals Inc. KALV$410,652 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Tango Therapeutics Inc. TNGX10,876,219$340.0 million25.61%no change
Revolution Medicines, Inc. RVMD500,000$93.6 million7.05%no change
Abivax SA ABVX605,000$80.6 million6.07%+405,000
Uniqure NV QURE1,503,300$69.2 million5.21%+841,300
Kodiak Sciences Inc. KOD1,477,600$57.6 million4.34%+116,600
Kymera Therapeutics Inc. KYMR429,100$49.2 million3.71%+100,000
Definium Therapeutics Inc. DFTX998,500$47.0 million3.54%+400,000
Replimune Group, Inc. REPL3,983,000$44.1 million3.32%+2,808,000
Celcuity Inc. CELC416,530$43.6 million3.28%+191,530
Q32 Bio Inc. QTTB3,149,310$40.1 million3.02%new
Capricor Therapeutics Inc. CAPR1,395,156$33.6 million2.53%+805,156
Precigen Inc. PGEN5,150,000$29.4 million2.21%+1,650,000
Corcept Therapeutics Inc. CORT335,500$29.2 million2.20%+85,500
Surrozen Inc. SRZN1,105,683$27.0 million2.03%+339,365
Protagonist Therapeutics, Inc. PTGX170,000$20.8 million1.57%no change
Vir Biotechnology, Inc. VIR1,866,000$19.0 million1.43%no change
Vaxcyte Inc. PCVX325,000$18.9 million1.42%no change
Urogen Pharma Ltd URGN500,000$18.4 million1.39%no change
Corvus Pharmaceuticals Inc. CRVS1,100,000$16.4 million1.24%no change
PTC Therapeutics, Inc. PTCT200,000$16.3 million1.23%no change
Praxis Precision Medicines I PRAX46,457$15.6 million1.17%no change
Amylyx Pharmaceuticals Inc. AMLX800,000$14.4 million1.08%no change
Ocular Therapeutix Inc. OCUL1,300,000$12.8 million0.96%+950,000
Ocuphire Pharma Inc. IRD2,815,000$11.6 million0.87%+565,000
Palisade Bio Inc. PALI4,799,875$10.0 million0.76%no change
Apogee Therapeutics Inc. APGE70,000$9.3 million0.70%no change
Spyre Therapeutics Inc. SYRE100,000$8.9 million0.67%new
Cogent Biosciences Inc. COGT225,000$8.7 million0.66%no change
Cytokinetics Inc. CYTK100,000$8.5 million0.64%no change
Relay Therapeutics Inc. RLAY450,000$8.4 million0.63%new
Crescent Biopharma Inc.453,686$8.2 million0.62%no change
Contineum Therapeutics Inc. CTNM494,000$8.1 million0.61%no change
Kazia Therapeutics Ltd KZIA560,000$7.9 million0.59%new
Shattuck Labs Inc. STTK1,000,000$6.9 million0.52%new
Avalo Therapeutics Inc. AVTX375,000$6.9 million0.52%+75,000
Forte Biosciences Inc. FBRX274,500$5.8 million0.44%new
Relmada Therapeutics Inc. RLMD842,106$5.8 million0.44%no change
Moonlake Immunotherapeutics MLTX275,000$5.4 million0.40%no change
Zura Bio Ltd ZURA900,000$5.3 million0.40%no change
Cybin Inc. HELP790,000$5.2 million0.39%+150,000
Odyssey Therapeutics, Inc. ODTX275,000$5.1 million0.39%new
Immatics N.V IMTX475,000$4.8 million0.36%new
Sensei Biotherapeutics Inc. FTH180,505$4.5 million0.34%new
Structure Therapeutics Inc. GPCR75,000$4.0 million0.30%no change
Oric Pharmaceuticals Inc. ORIC350,000$3.8 million0.29%+173,500
AN2 Therapeutics Inc. ANTX749,035$3.6 million0.27%no change
Neumora Therapeutics Inc. NMRA2,000,000$3.4 million0.26%new
Inovio Pharmaceuticals Inc. INO2,844,994$3.1 million0.24%+474,872
Allogene Therapeutics Inc. ALLO1,500,000$3.1 million0.23%-1,225,000
Solid Biosciences Inc. SLDB300,000$3.0 million0.23%no change
Karyopharm Therapeutics Inc. KPTI302,536$3.0 million0.22%no change
Clene Inc. CLNN477,515$2.9 million0.22%no change
Sarepta Therapeutics, Inc. SRPT150,000$2.7 million0.20%no change
Maplight Therapeutics Inc. MPLT75,000$2.7 million0.20%new
Nurix Therapeutics Inc. NRIX100,000$2.4 million0.18%no change
LB Pharmaceuticals Inc. LBRX70,000$2.3 million0.17%no change
Edesa Biotech Inc. EDSA205,000$1.7 million0.13%new
Invivyd Inc. IVVD1,500,000$1.3 million0.10%no change
Upstream Bio Inc. UPB150,000$1.0 million0.08%no change
Milestone Pharmaceuticals Inc. (mist) MIST666,666$893,3320.07%no change
Pepgen Inc. PEPG272,892$491,2060.04%no change
Regenxbio Inc. RGNX15,000$179,7000.01%no change
Surrozen Inc SRZNW66,666$1,0670.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.