Boxer Capital Management, LLC 13F Holdings

CIK 0002018299 · SAN DIEGO, CA

As of Sep 30, 2025, Boxer Capital Management, LLC reported 34 positions worth $313.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TANGO THERAPEUTICS INCTNGXHealthcare9,771,485$82.1M26.16%
UNIQURE NVQUREHealthcare800,000$46.7M14.88%
REVOLUTION MEDICINES INCRVMDHealthcare400,000 8.7M5.95%
KYMERA THERAPEUTICS INCKYMRHealthcare319,100 8.1M5.76%
KODIAK SCIENCES INCKODHealthcare750,000 2.3M3.91%
PTC THERAPEUTICS INCPTCTHealthcare200,000 2.3M3.91%
AMYLYX PHARMACEUTICALS INCAMLXHealthcare900,000 2.2M3.90%
UROGEN PHARMA LTDURGNHealthcare575,000 1.5M3.66%
MERUS NVMRUSHealthcare120,000 1.3M3.60%
CYTOKINETICS INCCYTKHealthcare200,000 1.0M3.50%
ABIVAX SAABVXHealthcare120,000 0.2M3.25%
PROTAGONIST THERAPEUTICS INCPTGXHealthcare110,000$7.3M2.33%
NEKTAR THERAPEUTICSNKTRHealthcare125,000$7.1M2.27%
CRESCENT BIOPHARMA INC.CBIOHealthcare453,686$5.4M1.72%
INOVIO PHARMACEUTICALS INCINOHealthcare2,300,000$5.4M1.72%
SAREPTA THERAPEUTICS INCSRPTHealthcare250,000$4.8M1.54%
CIDARA THERAPEUTICS INCCDTXHealthcare48,000$4.6M1.47%
CELCUITY INCCELC—90,000$4.4M1.42%
REPLIMUNE GROUP INCREPLHealthcare1,050,000$4.4M1.40%
SOLID BIOSCIENCES INCSLDBHealthcare600,000$3.7M1.18%
DENALI THERAPEUTICS INCDNLIHealthcare250,000$3.6M1.16%
PRECIGEN INCPGENHealthcare850,000$2.8M0.89%
APOGEE THERAPEUTICS INCAPGEHealthcare50,000$2.0M0.63%
MIND MEDICINE (MINDMED) INCMNMDHealthcare163,500 .9M0.61%
MOONLAKE IMMUNOTHERAPEUTICSMLTXHealthcare250,000 .8M0.57%