EdgeMarket › What Boxer Capital Management, Llc reported owning

What Boxer Capital Management, Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

761.7M

Positions

54

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
TNGX
Tango Therapeutics, Inc.
227.5M29.9%10.9M23.88+253.8%
KOD
Kodiak Sciences Inc.
51.9M6.8%1.4M38.33+303.5%
RVMD
Revolution Medicines, Inc.
48.6M6.4%500.0K209.46+479.3%
KYMR
Kymera Therapeutics, Inc.
27.4M3.6%329.1K119.80+182.9%
CELC
Celcuity Inc.
25.7M3.4%225.0K93.53+91.8%
SRZN
Surrozen, Inc./DE
22.3M2.9%766.3K23.99+108.6%
ABVX
Abivax S.A.
22.3M2.9%200.0K114.95+59.9%
unmapped CUSIP 88088110719.8M2.6%375.0K
PCVX
Vaxcyte, Inc.
18.9M2.5%325.0K62.62+100.3%
CAPR
CAPRICOR THERAPEUTICS, INC.
17.9M2.4%590.0K6.29-12.3%
PTGX
Protagonist Therapeutics, Inc
17.9M2.4%170.0K154.32+174.4%
VIR
Vir Biotechnology, Inc.
16.7M2.2%1.9M9.78+124.3%
CRVS
Corvus Pharmaceuticals, Inc.
16.1M2.1%1.1M14.46+178.6%
PRAX
Praxis Precision Medicines, Inc.
15.0M2.0%46.5K375.94+730.8%
PTCT
PTC THERAPEUTICS, INC.
13.6M1.8%200.0K69.82+42.9%
PGEN
PRECIGEN, INC.
13.5M1.8%3.5M7.20+124.3%
DFTX
Definium Therapeutics, Inc.
11.3M1.5%598.5K44.91+375.2%
AMLX
Amylyx Pharmaceuticals, Inc.
11.1M1.5%800.0K38.66+381.4%
QURE
uniQure N.V.
10.8M1.4%662.0K48.37+212.5%
IRD
Opus Genetics, Inc.
10.2M1.3%2.2M4.05+249.1%
CORT
CORCEPT THERAPEUTICS INC
10.1M1.3%250.0K122.25+73.7%
URGN
UroGen Pharma Ltd.
9.0M1.2%500.0K46.86+142.7%
REPL
Replimune Group, Inc.
9.0M1.2%1.2M14.77+181.3%
COGT
Cogent Biosciences, Inc.
8.7M1.1%225.0K36.73+209.6%
PALI
PALISADE BIO, INC.
8.4M1.1%4.8M2.10+191.7%
CBIO
CRESCENT BIOPHARMA, INC.
8.3M1.1%453.7K17.15+24.3%
unmapped CUSIP 8342033096.7M0.9%200.0K
ALLO
Allogene Therapeutics, Inc.
6.6M0.9%2.7M2.09+97.2%
CYTK
CYTOKINETICS INC
6.6M0.9%100.0K76.84+105.9%
CTNM
Contineum Therapeutics, Inc.
6.5M0.8%494.0K17.19+93.8%
APGE
Apogee Therapeutics, Inc.
5.9M0.8%70.0K134.75+274.1%
RLMD
RELMADA THERAPEUTICS, INC.
5.9M0.8%842.1K4.63+655.9%
ZURA
Zura Bio Ltd
5.4M0.7%900.0K5.85+234.3%
MLTX
MoonLake Immunotherapeutics
5.1M0.7%275.0K15.76-70.9%
AVTX
Avalo Therapeutics, Inc.
4.5M0.6%300.0K19.83+115.1%
INO
INOVIO PHARMACEUTICALS, INC.
4.1M0.5%2.4M1.18-36.2%
GPCR
Structure Therapeutics Inc.
3.6M0.5%75.0K49.09+164.4%
SRPT
Sarepta Therapeutics, Inc.
3.3M0.4%150.0K18.79-8.7%
HELP
CYBIN INC.
3.1M0.4%640.0K12.59+90.8%
OCUL
OCULAR THERAPEUTIX, INC
3.0M0.4%350.0K11.08-7.4%
ANTX
AN2 Therapeutics, Inc.
2.6M0.3%749.0K5.81+418.8%
CLNN
Clene Inc.
2.4M0.3%477.5K4.32-23.1%
ORIC
Oric Pharmaceuticals, Inc.
2.2M0.3%176.5K14.20+49.3%
SLDB
Solid Biosciences Inc.
2.2M0.3%300.0K9.30+64.3%
IVVD
Invivyd, Inc.
1.9M0.3%1.5M1.00+57.2%
LBRX
LB PHARMACEUTICALS INC
1.7M0.2%70.0K47.62
KPTI
Karyopharm Therapeutics Inc.
1.7M0.2%302.5K1.96-69.8%
NRIX
Nurix Therapeutics, Inc.
1.6M0.2%100.0K26.72+180.4%
UPB
Upstream Bio, Inc.
1.4M0.2%150.0K6.97-57.4%
MIST
Milestone Pharmaceuticals Inc.
793.3K0.1%666.7K1.05-35.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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