Institutions / Boxer Capital Management, LLC
Boxer Capital Management, LLC
CIK 2018299 · Institution · as of Dec 31, 2025
Portfolio value
$456.88M
Positions
45
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$456.88M+45.6%Positions
45+32.4%Top holdings
Dec 31, 2025View all 45 →
| Company | Value | % of portfolio |
|---|---|---|
| Tango Therapeutics, Inc. | $96.36M | 21.1% |
| Revolution Medicines, Inc. | $31.86M | 7.0% |
| Kodiak Sciences Inc.KOD | $31.76M | 7.0% |
| Kymera Therapeutics, Inc. | $25.61M | 5.6% |
| Celcuity Inc.CELC | $22.44M | 4.9% |
| Abivax SA | $16.86M | 3.7% |
| PTC Therapeutics Inc | $15.19M | 3.3% |
| Terns Pharmaceuticals, Inc. | $15.15M | 3.3% |
| Protagonist Therapeutics Inc | $14.85M | 3.2% |
| Praxis Precision Medicines, Inc. | $13.69M | 3.0% |
| Urogen Pharma Ltd | $11.71M | 2.6% |
| Cidara Therapeutics Inc | $11.71M | 2.6% |
| Palisade Bio, Inc. | $11.28M | 2.5% |
| Amylyx Pharmaceuticals, Inc. | $9.66M | 2.1% |
| Surrozen, Inc./DESRZN | $9.40M | 2.1% |
| Capricor Therapeutics, Inc. | $9.38M | 2.1% |
| Mind Medicine Mindmed Inc | $8.01M | 1.8% |
| Cogent Biosciences, Inc. | $7.99M | 1.7% |
| Replimune Group, Inc. | $7.29M | 1.6% |
| Uniqure NV | $6.94M | 1.5% |
| Cytokinetics Inc | $6.35M | 1.4% |
| Cybin Inc. | $5.85M | 1.3% |
| Precigen, Inc. | $5.75M | 1.3% |
| Contineum Therapeutics, Inc. | $5.65M | 1.2% |
| Crescent Biopharma, Inc. | $5.38M | 1.2% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2025 as of | Exit | Nuvalent, Inc. | $-31.91M | -450K -100.00% | — | medium |
| Q2 2025 as of | Exit | Avidity Biosciences, Inc. | $-25.53M | -865K -100.00% | — | medium |
| Q2 2025 as of | Exit | AnaptysBio, Inc. | $-24.17M | -1.3M -100.00% | — | medium |
| Q3 2025 as of | Trim | N5749R100 | $-23.07M | -245K -67.12% | 120,000 2.47% of portfolio | medium |
| Q2 2025 as of | Exit | Xenon Pharmaceuticals Inc. | $-20.13M | -600K -100.00% | — | medium |
| Q2 2025 as of | Trim | Revolution Medicines, Inc. | $-19.31M | -525K -39.83% | 792,977 6.39% of portfolio | medium |
| Q3 2025 as of | Trim | Revolution Medicines, Inc. | $-18.35M | -393K -49.56% | 400,000 4.09% of portfolio | medium |
| Q2 2025 as of | Trim | N5749R100 | $-17.62M | -335K -47.86% | 365,000 4.20% of portfolio | medium |
| Q2 2025 as of | Exit | Apellis Pharmaceuticals, Inc. | $-15.59M | -713K -100.00% | — | medium |
| Q2 2025 as of | Exit | 16934W106 | $-15.40M | -1.8M -100.00% | — | medium |