Holders — by stockHoldings — by fund
Boxer Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002018299
$1.33B
disclosed book value
63
positions
25.6%
largest position share
Positions, as of 2026-06-30
top 63 of 63 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TNGXTANGO THERAPEUTICS INC | 10.9M | $340.0M | 25.6% |
| 2 | RVMDREVOLUTION MEDICINES INC | 500,000 | $93.6M | 7.1% |
| 3 | ABVXABIVAX SA | 605,000 | $80.6M | 6.1% |
| 4 | UNIQURE NV | 1.5M | $69.2M | 5.2% |
| 5 | KODKODIAK SCIENCES INC | 1.5M | $57.6M | 4.3% |
| 6 | KYMRKYMERA THERAPEUTICS INC | 429,100 | $49.2M | 3.7% |
| 7 | DFTXDEFINIUM THERAPEUTICS INC | 998,500 | $47.0M | 3.5% |
| 8 | REPLREPLIMUNE GROUP INC | 4.0M | $44.1M | 3.3% |
| 9 | CELCCELCUITY INC | 416,530 | $43.6M | 3.3% |
| 10 | QTTBQ32 BIO INC | 3.1M | $40.1M | 3% |
| 11 | CAPRCAPRICOR THERAPEUTICS INC | 1.4M | $33.6M | 2.5% |
| 12 | PGENPRECIGEN INC | 5.2M | $29.4M | 2.2% |
| 13 | CORTCORCEPT THERAPEUTICS INC | 335,500 | $29.2M | 2.2% |
| 14 | SRZNSurrozen Inc. | 1.1M | $27.0M | 2% |
| 15 | PTGXPROTAGONIST THERAPEUTICS INC | 170,000 | $20.8M | 1.6% |
| 16 | VIRVIR BIOTECHNOLOGY INC | 1.9M | $19.0M | 1.4% |
| 17 | PCVXVAXCYTE INC | 325,000 | $18.9M | 1.4% |
| 18 | UROGEN PHARMA LTD | 500,000 | $18.4M | 1.4% |
| 19 | CRVSCORVUS PHARMACEUTICALS INC | 1.1M | $16.4M | 1.2% |
| 20 | PTCTPTC THERAPEUTICS INC | 200,000 | $16.3M | 1.2% |
| 21 | PRAXPRAXIS PRECISION MEDICINES I | 46,457 | $15.6M | 1.2% |
| 22 | AMLXAMYLYX PHARMACEUTICALS INC | 800,000 | $14.4M | 1.1% |
| 23 | OCULOCULAR THERAPEUTIX INC | 1.3M | $12.8M | 1% |
| 24 | IRDOPUS GENETICS INC | 2.8M | $11.6M | 0.9% |
| 25 | PALIPALISADE BIO INC | 4.8M | $10.0M | 0.8% |
| 26 | APGEAPOGEE THERAPEUTICS INC | 70,000 | $9.3M | 0.7% |
| 27 | SYRESPYRE THERAPEUTICS INC | 100,000 | $8.9M | 0.7% |
| 28 | COGTCOGENT BIOSCIENCES INC | 225,000 | $8.7M | 0.7% |
| 29 | CYTKCYTOKINETICS INC | 100,000 | $8.5M | 0.6% |
| 30 | RLAYRELAY THERAPEUTICS INC | 450,000 | $8.4M | 0.6% |
| 31 | CRESCENT BIOPHARMA INC. | 453,686 | $8.2M | 0.6% |
| 32 | CTNMCONTINEUM THERAPEUTICS INC | 494,000 | $8.1M | 0.6% |
| 33 | KZIAKAZIA THERAPEUTICS LTD | 560,000 | $7.9M | 0.6% |
| 34 | STTKSHATTUCK LABS INC | 1.0M | $6.9M | 0.5% |
| 35 | AVTXAVALO THERAPEUTICS INC | 375,000 | $6.9M | 0.5% |
| 36 | FBRXFORTE BIOSCIENCES INC | 274,500 | $5.8M | 0.4% |
| 37 | RLMDRELMADA THERAPEUTICS INC | 842,106 | $5.8M | 0.4% |
| 38 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 275,000 | $5.4M | 0.4% |
| 39 | ZURA BIO LTD | 900,000 | $5.3M | 0.4% |
| 40 | HELPCYBIN INC | 790,000 | $5.2M | 0.4% |
| 41 | ODTXODYSSEY THERAPEUTICS INC | 275,000 | $5.1M | 0.4% |
| 42 | IMMATICS N.V | 475,000 | $4.8M | 0.4% |
| 43 | FTHFAETH THERAPEUTICS inc | 180,505 | $4.5M | 0.3% |
| 44 | GPCRSTRUCTURE THERAPEUTICS INC | 75,000 | $4.0M | 0.3% |
| 45 | ORICORIC PHARMACEUTICALS INC | 350,000 | $3.8M | 0.3% |
| 46 | ANTXAN2 THERAPEUTICS INC | 749,035 | $3.6M | 0.3% |
| 47 | NMRANEUMORA THERAPEUTICS INC. | 2.0M | $3.4M | 0.3% |
| 48 | INOINOVIO PHARMACEUTICALS INC | 2.8M | $3.1M | 0.2% |
| 49 | ALLOALLOGENE THERAPEUTICS INC | 1.5M | $3.1M | 0.2% |
| 50 | SLDBSOLID BIOSCIENCES INC | 300,000 | $3.0M | 0.2% |
| 51 | KPTIKARYOPHARM THERAPEUTICS INC | 302,536 | $3.0M | 0.2% |
| 52 | CLNNCLENE INC | 477,515 | $2.9M | 0.2% |
| 53 | SRPTSAREPTA THERAPEUTICS INC | 150,000 | $2.7M | 0.2% |
| 54 | MPLTMAPLIGHT THERAPEUTICS INC | 75,000 | $2.7M | 0.2% |
| 55 | NRIXNURIX THERAPEUTICS INC | 100,000 | $2.4M | 0.2% |
| 56 | LBRXLB PHARMACEUTICALS INC | 70,000 | $2.3M | 0.2% |
| 57 | EDSAEDESA BIOTECH INC | 205,000 | $1.7M | 0.1% |
| 58 | IVVDINVIVYD INC | 1.5M | $1.3M | 0.1% |
| 59 | UPBUPSTREAM BIO INC | 150,000 | $1.0M | 0.1% |
| 60 | MISTMILESTONE PHARMACEUTICALS IN | 666,666 | $893,332 | 0.1% |
| 61 | PEPGPEPGEN INC | 272,892 | $491,206 | 0% |
| 62 | RGNXREGENXBIO INC | 15,000 | $179,700 | 0% |
| 63 | SURROZEN INC | 66,666 | $1,067 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.