Boxer Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Boxer Capital Management, Llc disclosed 60 stock positions valued at approximately $1.33B as of quarter-end June 30, 2026. The largest holdings include TANGO THERAPEUTICS INC, REVOLUTION MEDICINES INC, and ABIVAX SA.
- Report Period
- June 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $1.33B
Holdings by Sector
Boxer Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 25.61% | 10,876,219 | - | - | $339,990,606 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 7.05% | 500,000 | - | - | $93,640,000 |
| ABIVAX SA | ABVX | Healthcare | 6.07% | 605,000 | +405,000 | +202.50% | $80,622,300 |
| UNIQURE NV | QURE | Other | 5.21% | 1,503,300 | +841,300 | +127.08% | $69,241,998 |
| KODIAK SCIENCES INC | KOD | Healthcare | 4.34% | 1,477,600 | +116,600 | +8.57% | $57,567,296 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 3.71% | 429,100 | +100,000 | +30.39% | $49,204,897 |
| DEFINIUM THERAPEUTICS INC | DFTX | Other | 3.54% | 998,500 | +400,000 | +66.83% | $46,969,440 |
| REPLIMUNE GROUP INC | REPL | Healthcare | 3.32% | 3,983,000 | +2,808,000 | +238.98% | $44,091,810 |
| CELCUITY INC | CELC | Healthcare | 3.28% | 416,530 | +191,530 | +85.12% | $43,577,368 |
| Q32 BIO INC | QTTB | Healthcare | 3.02% | 3,149,310 | +3,149,310 | +100.00% | $40,122,209 |
| CAPRICOR THERAPEUTICS INC | CAPR | Healthcare | 2.53% | 1,395,156 | +805,156 | +136.47% | $33,595,356 |
| PRECIGEN INC | PGEN | Healthcare | 2.21% | 5,150,000 | +1,650,000 | +47.14% | $29,355,000 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 2.20% | 335,500 | +85,500 | +34.20% | $29,171,725 |
| Surrozen Inc. | SRZN | Healthcare | 2.03% | 1,105,683 | +339,365 | +44.29% | $26,963,591 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 1.57% | 170,000 | - | - | $20,838,600 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 1.43% | 1,866,000 | - | - | $19,014,540 |
| VAXCYTE INC | PCVX | Healthcare | 1.42% | 325,000 | - | - | $18,892,250 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 1.24% | 1,100,000 | - | - | $16,434,000 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 1.23% | 200,000 | - | - | $16,314,000 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 1.17% | 46,457 | - | - | $15,553,339 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 1.08% | 800,000 | - | - | $14,368,000 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 0.96% | 1,300,000 | +950,000 | +271.43% | $12,766,000 |
| OPUS GENETICS INC | OCUP | Other | 0.87% | 2,815,000 | +565,000 | +25.11% | $11,569,650 |
| PALISADE BIO INC | PALI | Other | 0.76% | 4,799,875 | - | - | $10,031,739 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 0.70% | 70,000 | - | - | $9,291,100 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 0.67% | 100,000 | +100,000 | +100.00% | $8,878,000 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 0.66% | 225,000 | - | - | $8,707,500 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.64% | 100,000 | - | - | $8,519,000 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 0.63% | 450,000 | +450,000 | +100.00% | $8,419,500 |
| CONTINEUM THERAPEUTICS INC | CTNM | Healthcare | 0.61% | 494,000 | - | - | $8,096,660 |
Showing 30 of 60 holdings in the latest reporting period.