Boxer Capital Management, Llc Portfolio Stock Holdings
Boxer Capital Management, Llc disclosed 54 stock positions valued at approximately $761.7 million in its latest SEC 13F filing. The largest holdings include TANGO THERAPEUTICS INC, KODIAK SCIENCES INC, and REVOLUTION MEDICINES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 54
- Portfolio Value
- $761.7M
Holdings by Sector
Boxer Capital Management, Llc Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 29.87% | 10,876,219 | - | - | $227,530,501 |
| KODIAK SCIENCES INC | KOD | Healthcare | 6.81% | 1,361,000 | +225,000 | +19.81% | $51,881,320 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 6.38% | 500,000 | +100,000 | +25.00% | $48,625,000 |
| KYMERA THERAPEUTICS INC | KYMR | Healthcare | 3.60% | 329,100 | - | - | $27,410,739 |
| CELCUITY INC | CELC | Healthcare | 3.37% | 225,000 | - | - | $25,681,500 |
| SURROZEN INC | SRZN | Healthcare | 2.93% | 766,318 | +350,168 | +84.14% | $22,322,843 |
| ABIVAX SA | ABVX | Healthcare | 2.92% | 200,000 | +75,000 | +60.00% | $22,270,000 |
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 2.60% | 375,000 | - | - | $19,770,000 |
| VAXCYTE INC | PCVX | Healthcare | 2.48% | 325,000 | +325,000 | +100.00% | $18,885,750 |
| CAPRICOR THERAPEUTICS INC | CAPR | Healthcare | 2.35% | 590,000 | +265,000 | +81.54% | $17,936,000 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 2.35% | 170,000 | - | - | $17,918,000 |
| VIR BIOTECHNOLOGY INC | VIR | Healthcare | 2.20% | 1,866,000 | +1,241,000 | +198.56% | $16,719,360 |
| CORVUS PHARMACEUTICALS INC | CRVS | Healthcare | 2.11% | 1,100,000 | +1,100,000 | +100.00% | $16,093,000 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 1.97% | 46,457 | - | - | $14,967,981 |
| PTC THERAPEUTICS INC | PTCT | Healthcare | 1.79% | 200,000 | - | - | $13,626,000 |
| PRECIGEN INC | PGEN | Healthcare | 1.78% | 3,500,000 | +2,125,000 | +154.55% | $13,545,000 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 1.46% | 800,000 | - | - | $11,120,000 |
| OPUS GENETICS INC | OCUP | Other | 1.34% | 2,250,000 | +2,250,000 | +100.00% | $10,237,500 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 1.32% | 250,000 | +250,000 | +100.00% | $10,077,500 |
| REPLIMUNE GROUP INC | REPL | Healthcare | 1.18% | 1,175,000 | +425,000 | +56.67% | $8,988,750 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.14% | 225,000 | - | - | $8,660,250 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 0.88% | 200,000 | +200,000 | +100.00% | $6,696,000 |
| ALLOGENE THERAPEUTICS INC | ALLO | Healthcare | 0.87% | 2,725,000 | +2,725,000 | +100.00% | $6,649,000 |
| CYTOKINETICS INC | CYTK | Healthcare | 0.87% | 100,000 | - | - | $6,591,000 |
| CONTINEUM THERAPEUTICS INC | CTNM | Healthcare | 0.85% | 494,000 | - | - | $6,451,640 |
| APOGEE THERAPEUTICS INC | APGE | Healthcare | 0.77% | 70,000 | - | - | $5,891,900 |
| RELMADA THERAPEUTICS INC | RLMD | Healthcare | 0.77% | 842,106 | +842,106 | +100.00% | $5,861,058 |
| MOONLAKE IMMUNOTHERAPEUTICS | MLTX | Healthcare | 0.67% | 275,000 | - | - | $5,126,000 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.59% | 300,000 | +25,000 | +9.09% | $4,479,000 |
| INOVIO PHARMACEUTICALS INC | INO | Healthcare | 0.54% | 2,370,122 | -50,000 | -2.07% | $4,124,012 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 0.47% | 75,000 | - | - | $3,615,000 |
| SAREPTA THERAPEUTICS INC | SRPT | Healthcare | 0.43% | 150,000 | - | - | $3,264,000 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 0.39% | 350,000 | +350,000 | +100.00% | $2,964,500 |
| AN2 THERAPEUTICS INC | ANTX | Healthcare | 0.34% | 749,035 | +749,035 | +100.00% | $2,561,700 |
| ORIC PHARMACEUTICALS INC | ORIC | Healthcare | 0.29% | 176,500 | +176,500 | +100.00% | $2,236,255 |
| SOLID BIOSCIENCES INC | SLDB | Healthcare | 0.28% | 300,000 | - | - | $2,160,000 |
| INVIVYD INC | IVVD | Healthcare | 0.26% | 1,500,000 | - | - | $1,950,000 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.20% | 100,000 | - | - | $1,550,000 |
| MILESTONE PHARMACEUTICALS IN | MIST | Healthcare | 0.10% | 666,666 | - | - | $793,333 |
| PEPGEN INC | PEPG | Healthcare | 0.06% | 272,892 | -101,000 | -27.01% | $483,019 |
| KALVISTA PHARMACEUTICALS INC | KALV | Healthcare | 0.05% | 20,400 | - | - | $410,652 |
| REGENXBIO INC | RGNX | Healthcare | 0.02% | 15,000 | +15,000 | +100.00% | $125,700 |
| SURROZEN INC | SRZNW | Healthcare | 0.00% | 66,666 | - | - | $1,067 |