Boxer Capital Management, LLC
13F Reported Value
ⓘ$1.3B
Holdings
63
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Boxer Capital Management, LLC disclosed 63 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $TNGX (Tango Therapeutics, Inc.) at 25.6% of the equity portfolio, followed by $RVMD and $ABVX. During the quarter the fund opened 12 new positions and exited 3 — including a new stake in $FIXX and a full exit from $TERN. The portfolio is most concentrated in Healthcare (99.7% of disclosed assets). All figures are sourced directly from Boxer Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 2018299.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 17.6#2,823
Quality
$340.0M10,876,219 sh - —
Quality
$93.6M500,000 sh - —
Quality
$80.6M605,000 sh - —
Quality
$69.2M1,503,300 sh - —
Quality
$57.6M1,477,600 sh - 28.4
Quality
$49.2M429,100 sh - —
Quality
$47.0M998,500 sh - —
Quality
$44.1M3,983,000 sh - —
Quality
$43.6M416,530 sh - 36.4
Quality
$40.1M3,149,310 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Tango Therapeutics, Inc.$TNGX | 17.6#2,823 | $340.0M | 10,876,219 |
 Revolution Medicines, Inc.$RVMD | — | $93.6M | 500,000 |
 Abivax S.A.$ABVX | — | $80.6M | 605,000 |
 uniQure N.V.$QURE | — | $69.2M | 1,503,300 |
 Kodiak Sciences Inc.$KOD | — | $57.6M | 1,477,600 |
 Kymera Therapeutics, Inc.$KYMR | 28.4 | $49.2M | 429,100 |
 Definium Therapeutics, Inc.$DFTX | — | $47.0M | 998,500 |
 Replimune Group, Inc.$REPL | — | $44.1M | 3,983,000 |
 Celcuity Inc.$CELC | — | $43.6M | 416,530 |
 Q32 Bio Inc.$FIXX | 36.4 | $40.1M | 3,149,310 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Boxer Capital Management, LLC's 63 positions.
Showing top 10 of 63 holdings.
Sector Allocation
Healthcare
$1.3B
Other
$4.5M
Full Holdings — Boxer Capital Management, LLC (Q2 2026)
All 63 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TNGX | Tango Therapeutics, Inc. | $340.0M | 25.6% | +0% | 17.6 |
| 2 | $RVMD | Revolution Medicines, Inc. | $93.6M | 7.0% | +0% | — |
| 3 | $ABVX | Abivax S.A. | $80.6M | 6.1% | +203% | — |
| 4 | $QURE | uniQure N.V. | $69.2M | 5.2% | +127% | — |
| 5 | $KOD | Kodiak Sciences Inc. | $57.6M | 4.3% | +9% | — |
| 6 | $KYMR | Kymera Therapeutics, Inc. | $49.2M | 3.7% | +30% | 28.4 |
| 7 | $DFTX | Definium Therapeutics, Inc. | $47.0M | 3.5% | +67% | — |
| 8 | $REPL | Replimune Group, Inc. | $44.1M | 3.3% | +239% | — |
| 9 | $CELC | Celcuity Inc. | $43.6M | 3.3% | +85% | — |
| 10 | $FIXX | Q32 Bio Inc. | $40.1M | 3.0% | NEW | 36.4 |
| 11 |  $CAPR | CAPRICOR THERAPEUTICS, INC. | $33.6M | 2.5% | +136% | 13.6 |
| 12 |  $PGEN | PRECIGEN, INC. | $29.4M | 2.2% | +47% | 29.6 |
| 13 |  $CORT | CORCEPT THERAPEUTICS INC | $29.2M | 2.2% | +34% | 57.8 |
| 14 |  $SRZN | Surrozen, Inc./DE | $27.0M | 2.0% | +44% | — |
| 15 |  $PTGX | Protagonist Therapeutics, Inc | $20.8M | 1.6% | +0% | 59.4 |
| 16 |  $VIR | Vir Biotechnology, Inc. | $19.0M | 1.4% | +0% | 38.2 |
| 17 |  $PCVX | Vaxcyte, Inc. | $18.9M | 1.4% | +0% | — |
| 18 |  $URGN | UroGen Pharma Ltd. | $18.4M | 1.4% | +0% | — |
| 19 |  $CRVS | Corvus Pharmaceuticals, Inc. | $16.4M | 1.2% | +0% | — |
| 20 |  $PTCT | PTC THERAPEUTICS, INC. | $16.3M | 1.2% | +0% | 35.4 |
| 21 |  $PRAX | Praxis Precision Medicines, Inc. | $15.6M | 1.2% | +0% | — |
| 22 |  $AMLX | Amylyx Pharmaceuticals, Inc. | $14.4M | 1.1% | +0% | 8.7 |
| 23 |  $OCUL | OCULAR THERAPEUTIX, INC | $12.8M | 1.0% | +271% | 8.4 |
| 24 |  $IRD | Opus Genetics, Inc. | $11.6M | 0.9% | +25% | — |
| 25 |  $PALI | PALISADE BIO, INC. | $10.0M | 0.8% | +0% | — |
| 26 |  $APGE | Apogee Therapeutics, Inc. | $9.3M | 0.7% | +0% | — |
| 27 |  $SYRE | Spyre Therapeutics, Inc. | $8.9M | 0.7% | NEW | — |
| 28 |  $COGT | Cogent Biosciences, Inc. | $8.7M | 0.7% | +0% | — |
| 29 |  $CYTK | CYTOKINETICS INC | $8.5M | 0.6% | +0% | 28.1 |
| 30 |  $RLAY | Relay Therapeutics, Inc. | $8.4M | 0.6% | NEW | 19.5 |
| 31 |  $CBIO | CRESCENT BIOPHARMA, INC. | $8.2M | 0.6% | +0% | 9.6 |
| 32 |  $CTNM | Contineum Therapeutics, Inc. | $8.1M | 0.6% | +0% | — |
| 33 |  $KZIA | KAZIA THERAPEUTICS LTD | $7.9M | 0.6% | NEW | — |
| 34 |  $STTK | Shattuck Labs, Inc. | $6.9M | 0.5% | NEW | — |
| 35 |  $AVTX | Avalo Therapeutics, Inc. | $6.9M | 0.5% | +25% | 11.7 |
| 36 |  $FBRX | Forte Biosciences, Inc. | $5.8M | 0.4% | NEW | — |
| 37 |  $RLMD | RELMADA THERAPEUTICS, INC. | $5.8M | 0.4% | +0% | — |
| 38 |  $MLTX | MoonLake Immunotherapeutics | $5.4M | 0.4% | +0% | — |
| 39 |  $ZURA | Zura Bio Ltd | $5.3M | 0.4% | +0% | — |
| 40 |  $HELP | CYBIN INC. | $5.2M | 0.4% | +23% | — |
| 41 |  $ODTX | Odyssey Therapeutics, Inc. | $5.1M | 0.4% | NEW | — |
| 42 |  $IMTX | Immatics N.V. | $4.8M | 0.4% | NEW | — |
| 43 | — | FAETH THERAPEUTICS inc - COM NEW | $4.5M | 0.3% | NEW | — |
| 44 |  $GPCR | Structure Therapeutics Inc. | $4.0M | 0.3% | +0% | — |
| 45 |  $ORIC | Oric Pharmaceuticals, Inc. | $3.8M | 0.3% | +98% | — |
| 46 |  $ANTX | AN2 Therapeutics, Inc. | $3.6M | 0.3% | +0% | — |
| 47 |  $NMRA | Neumora Therapeutics, Inc. | $3.4M | 0.3% | NEW | — |
| 48 |  $INO | INOVIO PHARMACEUTICALS, INC. | $3.1M | 0.2% | +20% | 8.3 |
| 49 |  $ALLO | Allogene Therapeutics, Inc. | $3.1M | 0.2% | -45% | 33.9 |
| 50 |  $SLDB | Solid Biosciences Inc. | $3.0M | 0.2% | +0% | — |
| 51 |  $KPTI | Karyopharm Therapeutics Inc. | $3.0M | 0.2% | +0% | 15.1 |
| 52 |  $CLNN | Clene Inc. | $2.9M | 0.2% | +0% | — |
| 53 |  $SRPT | Sarepta Therapeutics, Inc. | $2.7M | 0.2% | +0% | 47.3 |
| 54 |  $MPLT | MapLight Therapeutics, Inc. | $2.7M | 0.2% | NEW | — |
| 55 |  $NRIX | Nurix Therapeutics, Inc. | $2.4M | 0.2% | +0% | 6.4 |
| 56 |  $LBRX | LB PHARMACEUTICALS INC | $2.3M | 0.2% | +0% | — |
| 57 |  $EDSA | Edesa Biotech, Inc. | $1.7M | 0.1% | NEW | — |
| 58 |  $IVVD | Invivyd, Inc. | $1.3M | 0.1% | +0% | 29.7 |
| 59 |  $UPB | Upstream Bio, Inc. | $1.0M | 0.1% | +0% | 19.7 |
| 60 |  $MIST | Milestone Pharmaceuticals Inc. | $893,332 | 0.1% | +0% | — |
| 61 |  $PEPG | PepGen Inc. | $491,206 | 0.0% | +0% | — |
| 62 |  $RGNX | REGENXBIO Inc. | $179,700 | 0.0% | +0% | 26.4 |
| 63 | $SRZN | Surrozen, Inc./DE | $1,067 | 0.0% | +0% | — |
New Positions (12)
$FIXX Q32 Bio Inc.$40.1M$SYRE Spyre Therapeutics, Inc.$8.9M$RLAY Relay Therapeutics, Inc.$8.4M$KZIA KAZIA THERAPEUTICS LTD$7.9M$STTK Shattuck Labs, Inc.$6.9M$FBRX Forte Biosciences, Inc.$5.8M$ODTX Odyssey Therapeutics, Inc.$5.1M$IMTX Immatics N.V.$4.8M$NMRA Neumora Therapeutics, Inc.$3.4M$MPLT MapLight Therapeutics, Inc.$2.7M$EDSA Edesa Biotech, Inc.$1.7M
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