# Boxer Capital Management, LLC: Form 13F holdings

An institutional investment manager in San Diego, CA. SEC CIK 2018299.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.33bn
- Positions: 63 (63 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2018299/000121390026090024/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $340.0m | 25.6% | 10,876,219 |  | Unchanged |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $93.6m | 7.1% | 500,000 |  | Unchanged |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $80.6m | 6.1% | 605,000 |  | Added +405,000 |
| UNIQURE NV | SHS | $69.2m | 5.2% | 1,503,300 |  | Added +841,300 |
| [KODIAK SCIENCES INC (KOD)](/companies/kod.md) | COM | $57.6m | 4.3% | 1,477,600 |  | Added +116,600 |
| [KYMERA THERAPEUTICS INC (KYMR)](/companies/kymr.md) | COM | $49.2m | 3.7% | 429,100 |  | Added +100,000 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $47.0m | 3.5% | 998,500 |  | Added +400,000 |
| [REPLIMUNE GROUP INC (REPL)](/companies/repl.md) | COM | $44.1m | 3.3% | 3,983,000 |  | Added +2,808,000 |
| [CELCUITY INC (CELC)](/companies/celc.md) | COM | $43.6m | 3.3% | 416,530 |  | Added +191,530 |
| [Q32 BIO INC (QTTB)](/companies/qttb.md) | COM | $40.1m | 3.0% | 3,149,310 |  | New +3,149,310 |
| [CAPRICOR THERAPEUTICS INC (CAPR)](/companies/capr.md) | COM NEW | $33.6m | 2.5% | 1,395,156 |  | Added +805,156 |
| [PRECIGEN INC (PGEN)](/companies/pgen.md) | COM | $29.4m | 2.2% | 5,150,000 |  | Added +1,650,000 |
| [CORCEPT THERAPEUTICS INC (CORT)](/companies/cort.md) | COM | $29.2m | 2.2% | 335,500 |  | Added +85,500 |
| [Surrozen Inc. (SRZN)](/companies/srzn.md) | COM NEW | $27.0m | 2.0% | 1,105,683 |  | Added +339,365 |
| [PROTAGONIST THERAPEUTICS INC (PTGX)](/companies/ptgx.md) | COM | $20.8m | 1.6% | 170,000 |  | Unchanged |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $19.0m | 1.4% | 1,866,000 |  | Unchanged |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $18.9m | 1.4% | 325,000 |  | Unchanged |
| UROGEN PHARMA LTD | COM | $18.4m | 1.4% | 500,000 |  | Unchanged |
| [CORVUS PHARMACEUTICALS INC (CRVS)](/companies/crvs.md) | COM | $16.4m | 1.2% | 1,100,000 |  | Unchanged |
| [PTC THERAPEUTICS INC (PTCT)](/companies/ptct.md) | COM | $16.3m | 1.2% | 200,000 |  | Unchanged |
| [PRAXIS PRECISION MEDICINES I (PRAX)](/companies/prax.md) | COM NEW | $15.6m | 1.2% | 46,457 |  | Unchanged |
| [AMYLYX PHARMACEUTICALS INC (AMLX)](/companies/amlx.md) | COM | $14.4m | 1.1% | 800,000 |  | Unchanged |
| [OCULAR THERAPEUTIX INC (OCUL)](/companies/ocul.md) | COM | $12.8m | 1.0% | 1,300,000 |  | Added +950,000 |
| [OPUS GENETICS INC (IRD)](/companies/ird.md) | COM | $11.6m | 0.9% | 2,815,000 |  | Added +565,000 |
| [PALISADE BIO INC (PALI)](/companies/pali.md) | COM | $10.0m | 0.8% | 4,799,875 |  | Unchanged |
| APOGEE THERAPEUTICS INC | COM | $9.3m | 0.7% | 70,000 |  | Unchanged |
| [SPYRE THERAPEUTICS INC (SYRE)](/companies/syre.md) | COM NEW | $8.9m | 0.7% | 100,000 |  | New +100,000 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $8.7m | 0.7% | 225,000 |  | Unchanged |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | COM NEW | $8.5m | 0.6% | 100,000 |  | Unchanged |
| [RELAY THERAPEUTICS INC (RLAY)](/companies/rlay.md) | COM | $8.4m | 0.6% | 450,000 |  | New +450,000 |
| CRESCENT BIOPHARMA INC. | COM | $8.2m | 0.6% | 453,686 |  | Unchanged |
| [CONTINEUM THERAPEUTICS INC (CTNM)](/companies/ctnm.md) | CL A | $8.1m | 0.6% | 494,000 |  | Unchanged |
| [KAZIA THERAPEUTICS LTD (KZIA)](/companies/kzia.md) | SPONSORED ADS | $7.9m | 0.6% | 560,000 |  | New +560,000 |
| [SHATTUCK LABS INC (STTK)](/companies/sttk.md) | COM | $6.9m | 0.5% | 1,000,000 |  | New +1,000,000 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $6.9m | 0.5% | 375,000 |  | Added +75,000 |
| FORTE BIOSCIENCES INC | COM NEW | $5.8m | 0.4% | 274,500 |  | New +274,500 |
| [RELMADA THERAPEUTICS INC (RLMD)](/companies/rlmd.md) | COM | $5.8m | 0.4% | 842,106 |  | Unchanged |
| [MOONLAKE IMMUNOTHERAPEUTICS (MLTX)](/companies/mltx.md) | CLASS A ORD | $5.4m | 0.4% | 275,000 |  | Unchanged |
| ZURA BIO LTD | CLASS A ORD SHS | $5.3m | 0.4% | 900,000 |  | Unchanged |
| CYBIN INC | COM NEW | $5.2m | 0.4% | 790,000 |  | Added +150,000 |
| [ODYSSEY THERAPEUTICS INC (ODTX)](/companies/odtx.md) | COMMON STOCK | $5.1m | 0.4% | 275,000 |  | New +275,000 |
| IMMATICS N.V | SHS | $4.8m | 0.4% | 475,000 |  | New +475,000 |
| [FAETH THERAPEUTICS inc (FTH)](/companies/fth.md) | COM NEW | $4.5m | 0.3% | 180,505 |  | New +180,505 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $4.0m | 0.3% | 75,000 |  | Unchanged |
| [ORIC PHARMACEUTICALS INC (ORIC)](/companies/oric.md) | COM | $3.8m | 0.3% | 350,000 |  | Added +173,500 |
| [AN2 THERAPEUTICS INC (ANTX)](/companies/antx.md) | COM | $3.6m | 0.3% | 749,035 |  | Unchanged |
| [NEUMORA THERAPEUTICS INC. (NMRA)](/companies/nmra.md) | COM | $3.4m | 0.3% | 2,000,000 |  | New +2,000,000 |
| [INOVIO PHARMACEUTICALS INC (INO)](/companies/ino.md) | COM SHS | $3.1m | 0.2% | 2,844,994 |  | Added +474,872 |
| [ALLOGENE THERAPEUTICS INC (ALLO)](/companies/allo.md) | COM | $3.1m | 0.2% | 1,500,000 |  | Reduced −1,225,000 |
| [SOLID BIOSCIENCES INC (SLDB)](/companies/sldb.md) | COM NEW | $3.0m | 0.2% | 300,000 |  | Unchanged |
| [KARYOPHARM THERAPEUTICS INC (KPTI)](/companies/kpti.md) | COM NEW | $3.0m | 0.2% | 302,536 |  | Unchanged |
| [CLENE INC (CLNN)](/companies/clnn.md) | COM NEW | $2.9m | 0.2% | 477,515 |  | Unchanged |
| [SAREPTA THERAPEUTICS INC (SRPT)](/companies/srpt.md) | COM | $2.7m | 0.2% | 150,000 |  | Unchanged |
| [MAPLIGHT THERAPEUTICS INC (MPLT)](/companies/mplt.md) | COM | $2.7m | 0.2% | 75,000 |  | New +75,000 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $2.4m | 0.2% | 100,000 |  | Unchanged |
| [LB PHARMACEUTICALS INC (LBRX)](/companies/lbrx.md) | COM SHS | $2.3m | 0.2% | 70,000 |  | Unchanged |
| [EDESA BIOTECH INC (EDSA)](/companies/edsa.md) | COM NEW | $1.7m | 0.1% | 205,000 |  | New +205,000 |
| [INVIVYD INC (IVVD)](/companies/ivvd.md) | COM | $1.3m | <0.1% | 1,500,000 |  | Unchanged |
| [UPSTREAM BIO INC (UPB)](/companies/upb.md) | COM | $1.0m | <0.1% | 150,000 |  | Unchanged |
| [MILESTONE PHARMACEUTICALS IN (MIST)](/companies/mist.md) | COM | $893.3k | <0.1% | 666,666 |  | Unchanged |
| [PEPGEN INC (PEPG)](/companies/pepg.md) | COM | $491.2k | <0.1% | 272,892 |  | Unchanged |
| [REGENXBIO INC (RGNX)](/companies/rgnx.md) | COM | $179.7k | <0.1% | 15,000 |  | Unchanged |
| SURROZEN INC | \*W EXP 08/01/203 | $1.1k | <0.1% | 66,666 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| KALVISTA PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −20,400 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −200,000 |
| TERNS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −375,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-090024. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.