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Boxer Capital Management, LLC

All holdings · as of Dec 31, 2025

45 positions

CompanyClassValueShares% of portfolio
Tango Therapeutics, Inc.$96.36M10,876,21921.1%
Revolution Medicines, Inc.$31.86M400,0007.0%
Kodiak Sciences Inc.KODCommon Stock$31.76M1,136,0007.0%
Kymera Therapeutics, Inc.$25.61M329,1005.6%
Celcuity Inc.CELCCommon Stock$22.44M225,0004.9%
ABIVAX SA$16.86M125,0003.7%
PTC Therapeutics Inc$15.19M200,0003.3%
Terns Pharmaceuticals, Inc.$15.15M375,0003.3%
PROTAGONIST THERAPEUTICS INC$14.85M170,0003.2%
Praxis Precision Medicines, Inc.$13.69M46,4573.0%
UROGEN PHARMA LTD$11.71M500,0002.6%
CIDARA THERAPEUTICS INC$11.71M53,0002.6%
PALISADE BIO, INC.$11.28M4,799,8752.5%
Amylyx Pharmaceuticals, Inc.$9.66M800,0002.1%
Surrozen, Inc./DESRZNCommon Stock$9.40M416,1502.1%
CAPRICOR THERAPEUTICS, INC.$9.38M325,0002.1%
MIND MEDICINE MINDMED INC$8.01M598,5001.8%
Cogent Biosciences, Inc.$7.99M225,0001.7%
Replimune Group, Inc.$7.29M750,0001.6%
UNIQURE NV$6.94M290,0001.5%
Cytokinetics Inc$6.35M100,0001.4%
Cybin Inc.$5.85M715,0001.3%
PRECIGEN, INC.$5.75M1,375,0001.3%
Contineum Therapeutics, Inc.$5.65M494,0001.2%
CRESCENT BIOPHARMA, INC.$5.38M453,6861.2%
Apogee Therapeutics, Inc.$5.28M70,0001.2%
Structure Therapeutics Inc.GPCRADR$5.22M75,0001.1%
Avalo Therapeutics, Inc.$4.99M275,0001.1%
Inovio Pharmaceuticals, Inc.$4.21M2,420,1220.9%
Upstream Bio, Inc.UPBCommon Stock$4.07M150,0000.9%
Vir Biotechnology, Inc.$3.77M625,0000.8%
Invivyd, Inc.$3.71M1,500,0000.8%
MoonLake ImmunotherapeuticsMLTXCommon Stock$3.62M275,0000.8%
Sarepta Therapeutics, Inc.$3.23M150,0000.7%
PepGen Inc.$2.43M373,8920.5%
Nurix Therapeutics, Inc.$1.90M100,0000.4%
Karyopharm Therapeutics Inc.$1.86M252,5360.4%
Solid Biosciences Inc.SLDBCommon Stock$1.69M300,0000.4%
LB PHARMACEUTICALS INCLBRXCommon Stock$1.56M70,0000.3%
Milestone Pharmaceuticals Inc.$1.35M666,6660.3%
Clene Inc.CLNNCommon Stock$1.17M199,7370.3%
KalVista Pharmaceuticals Inc$329.5K20,4000.1%
Zura Bio Limited$262.0K50,0000.1%
NUVATION BIO INC$88.0K266,6660.0%
SURROZEN INC$1.3K66,6660.0%
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