Boxer Capital Management, LLC
An institutional investment manager in San Diego, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 2018299.
- Reported value$1.33bn
- Positions63
Holdings: 63 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Tango Therapeutics IncTNGX | COM | 87583X109 | 340 | 25.6% | 10,876,219 | Unchanged | |
| Revolution Medicines IncRVMD | COM | 76155X100 | 93.6 | 7.1% | 500,000 | Unchanged | |
| Abivax SAABVX | SPONSORED ADS | 00370M103 | 80.6 | 6.1% | 605,000 | Added+405,000 | |
| Uniqure NV | SHS | N90064101 | 69.2 | 5.2% | 1,503,300 | Added+841,300 | |
| Kodiak Sciences IncKOD | COM | 50015M109 | 57.6 | 4.3% | 1,477,600 | Added+116,600 | |
| Kymera Therapeutics IncKYMR | COM | 501575104 | 49.2 | 3.7% | 429,100 | Added+100,000 | |
| Definium Therapeutics IncDFTX | COM SHS | 24477V105 | 47.0 | 3.5% | 998,500 | Added+400,000 | |
| Replimune Group IncREPL | COM | 76029N106 | 44.1 | 3.3% | 3,983,000 | Added+2,808,000 | |
| Celcuity IncCELC | COM | 15102K100 | 43.6 | 3.3% | 416,530 | Added+191,530 | |
| Q32 Bio IncQTTB | COM | 746964105 | 40.1 | 3.0% | 3,149,310 | New+3,149,310 | |
| Capricor Therapeutics IncCAPR | COM NEW | 14070B309 | 33.6 | 2.5% | 1,395,156 | Added+805,156 | |
| Precigen IncPGEN | COM | 74017N105 | 29.4 | 2.2% | 5,150,000 | Added+1,650,000 | |
| Corcept Therapeutics IncCORT | COM | 218352102 | 29.2 | 2.2% | 335,500 | Added+85,500 | |
| Surrozen Inc.SRZN | COM NEW | 86889P208 | 27.0 | 2.0% | 1,105,683 | Added+339,365 | |
| Protagonist Therapeutics IncPTGX | COM | 74366E102 | 20.8 | 1.6% | 170,000 | Unchanged | |
| VIR Biotechnology IncVIR | COM | 92764N102 | 19.0 | 1.4% | 1,866,000 | Unchanged | |
| Vaxcyte IncPCVX | COM | 92243G108 | 18.9 | 1.4% | 325,000 | Unchanged | |
| Urogen Pharma Ltd | COM | M96088105 | 18.4 | 1.4% | 500,000 | Unchanged | |
| Corvus Pharmaceuticals IncCRVS | COM | 221015100 | 16.4 | 1.2% | 1,100,000 | Unchanged | |
| PTC Therapeutics IncPTCT | COM | 69366J200 | 16.3 | 1.2% | 200,000 | Unchanged | |
| Praxis Precision Medicines IPRAX | COM NEW | 74006W207 | 15.6 | 1.2% | 46,457 | Unchanged | |
| Amylyx Pharmaceuticals IncAMLX | COM | 03237H101 | 14.4 | 1.1% | 800,000 | Unchanged | |
| Ocular Therapeutix IncOCUL | COM | 67576A100 | 12.8 | 1.0% | 1,300,000 | Added+950,000 | |
| Opus Genetics IncIRD | COM | 67577R102 | 11.6 | 0.9% | 2,815,000 | Added+565,000 | |
| Palisade Bio IncPALI | COM | 696389402 | 10.0 | 0.8% | 4,799,875 | Unchanged | |
| Apogee Therapeutics Inc | COM | 03770N101 | 9.3 | 0.7% | 70,000 | Unchanged | |
| Spyre Therapeutics IncSYRE | COM NEW | 00773J202 | 8.9 | 0.7% | 100,000 | New+100,000 | |
| Cogent Biosciences IncCOGT | COM | 19240Q201 | 8.7 | 0.7% | 225,000 | Unchanged | |
| Cytokinetics IncCYTK | COM NEW | 23282W605 | 8.5 | 0.6% | 100,000 | Unchanged | |
| Relay Therapeutics IncRLAY | COM | 75943R102 | 8.4 | 0.6% | 450,000 | New+450,000 | |
| Crescent Biopharma Inc. | COM | 38000Q201 | 8.2 | 0.6% | 453,686 | Unchanged | |
| Contineum Therapeutics IncCTNM | CL A | 21217B100 | 8.1 | 0.6% | 494,000 | Unchanged | |
| Kazia Therapeutics LtdKZIA | SPONSORED ADS | 48669G303 | 7.9 | 0.6% | 560,000 | New+560,000 | |
| Shattuck Labs IncSTTK | COM | 82024L103 | 6.9 | 0.5% | 1,000,000 | New+1,000,000 | |
| Avalo Therapeutics IncAVTX | COM NEW | 05338F306 | 6.9 | 0.5% | 375,000 | Added+75,000 | |
| Forte Biosciences Inc | COM NEW | 34962G208 | 5.8 | 0.4% | 274,500 | New+274,500 | |
| Relmada Therapeutics IncRLMD | COM | 75955J402 | 5.8 | 0.4% | 842,106 | Unchanged | |
| Moonlake ImmunotherapeuticsMLTX | CLASS A ORD | 61559X104 | 5.4 | 0.4% | 275,000 | Unchanged | |
| Zura Bio Ltd | CLASS A ORD SHS | G9TY5A101 | 5.3 | 0.4% | 900,000 | Unchanged | |
| Cybin Inc | COM NEW | 23256X407 | 5.2 | 0.4% | 790,000 | Added+150,000 | |
| Odyssey Therapeutics IncODTX | COMMON STOCK | 67613T104 | 5.1 | 0.4% | 275,000 | New+275,000 | |
| Immatics N.V | SHS | N44445109 | 4.8 | 0.4% | 475,000 | New+475,000 | |
| FAETH THERAPEUTICS incFTH | COM NEW | 81728A207 | 4.5 | 0.3% | 180,505 | New+180,505 | |
| Structure Therapeutics IncGPCR | SPONSORED ADS | 86366E106 | 4.0 | 0.3% | 75,000 | Unchanged | |
| Oric Pharmaceuticals IncORIC | COM | 68622P109 | 3.8 | 0.3% | 350,000 | Added+173,500 | |
| AN2 Therapeutics IncANTX | COM | 037326105 | 3.6 | 0.3% | 749,035 | Unchanged | |
| Neumora Therapeutics Inc.NMRA | COM | 640979100 | 3.4 | 0.3% | 2,000,000 | New+2,000,000 | |
| Inovio Pharmaceuticals IncINO | COM SHS | 45773H409 | 3.1 | 0.2% | 2,844,994 | Added+474,872 | |
| Allogene Therapeutics IncALLO | COM | 019770106 | 3.1 | 0.2% | 1,500,000 | Reduced−1,225,000 | |
| Solid Biosciences IncSLDB | COM NEW | 83422E204 | 3.0 | 0.2% | 300,000 | Unchanged | |
| Karyopharm Therapeutics IncKPTI | COM NEW | 48576U205 | 3.0 | 0.2% | 302,536 | Unchanged | |
| Clene IncCLNN | COM NEW | 185634201 | 2.9 | 0.2% | 477,515 | Unchanged | |
| Sarepta Therapeutics IncSRPT | COM | 803607100 | 2.7 | 0.2% | 150,000 | Unchanged | |
| Maplight Therapeutics IncMPLT | COM | 56565P103 | 2.7 | 0.2% | 75,000 | New+75,000 | |
| Nurix Therapeutics IncNRIX | COM | 67080M103 | 2.4 | 0.2% | 100,000 | Unchanged | |
| LB Pharmaceuticals IncLBRX | COM SHS | 50180M108 | 2.3 | 0.2% | 70,000 | Unchanged | |
| Edesa Biotech IncEDSA | COM NEW | 27966L306 | 1.7 | 0.1% | 205,000 | New+205,000 | |
| Invivyd IncIVVD | COM | 00534A102 | 1.3 | <0.1% | 1,500,000 | Unchanged | |
| Upstream Bio IncUPB | COM | 91678A107 | 1.0 | <0.1% | 150,000 | Unchanged | |
| Milestone Pharmaceuticals inMIST | COM | 59935V107 | 0.9 | <0.1% | 666,666 | Unchanged | |
| Pepgen IncPEPG | COM | 713317105 | 0.5 | <0.1% | 272,892 | Unchanged | |
| Regenxbio IncRGNX | COM | 75901B107 | 0.2 | <0.1% | 15,000 | Unchanged | |
| Surrozen Inc | *W EXP 08/01/203 | 86889P117 | 0.0 | <0.1% | 66,666 | Unchanged |
Sold out: 3 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Kalvista Pharmaceuticals Inc | COM | 483497103 | 0.0 | 0.0% | 0 | Sold out−20,400 | |
| Soleno Therapeutics Inc | COM | 834203309 | 0.0 | 0.0% | 0 | Sold out−200,000 | |
| Terns Pharmaceuticals Inc | COM | 880881107 | 0.0 | 0.0% | 0 | Sold out−375,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-090024 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.