Boxer Capital Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Boxer Capital Management, LLC disclosed 28 US equity positions worth $332.5m in its Q1 2025 13F filing. The largest position was RVMD at 14.0% of the reported book, followed by NUVALENT INC and MERUS N V. Against the Q4 2024 filing, it opened 2 new positions, added to 2 and reduced 10 among the top 28 holdings.
What did Boxer Capital Management, LLC own in Q1 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 14.0% | $46.6m | 1,317,977 | -69% | reduced |
| 2 | NUVALENT INC | 9.6% | $31.9m | 450,000 | -60% | reduced | |
| 3 | MERUS N V | 8.9% | $29.5m | 700,000 | -63% | reduced | |
| 4 | RNAGBP AVIDITY BIOSCIENCES INC | 7.7% | $25.5m | 865,000 | -50% | reduced | |
| 5 | ANAB ANAPTYSBIO INC | Healthcare | 7.3% | $24.2m | 1,300,000 | 0% | held |
| 6 | XENE XENON PHARMACEUTICALS INC | Healthcare | 6.1% | $20.1m | 600,000 | 0% | held |
| 7 | REPL REPLIMUNE GROUP INC | Healthcare | 5.3% | $17.5m | 1,796,341 | 0% | held |
| 8 | APLSUSD APELLIS PHARMACEUTICALS INC | 4.7% | $15.6m | 713,000 | -50% | reduced | |
| 9 | CMRXEUR CHIMERIX INC | 4.6% | $15.4m | 1,810,000 | -12% | reduced | |
| 10 | TNGX TANGO THERAPEUTICS INC | Healthcare | 4.3% | $14.2m | 10,380,999 | 0% | held |
| 11 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 4.0% | $13.2m | 671,358 | 0% | held |
| 12 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 2.9% | $9.7m | 1,732,571 | 0% | held |
| 13 | DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 2.8% | $9.4m | 1,189,943 | 0% | held | |
| 14 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 2.7% | $8.9m | 325,000 | -24% | reduced |
| 15 | PROTHENA CORP PLC | 2.6% | $8.5m | 690,000 | 0% | held | |
| 16 | QURE UNIQURE NV | 2.4% | $8.0m | 750,000 | 0% | held | |
| 17 | LEGN LEGEND BIOTECH CORP | Healthcare | 2.0% | $6.8m | 200,000 | -71% | reduced |
| 18 | NRIX NURIX THERAPEUTICS INC | Healthcare | 2.0% | $6.7m | 563,067 | 0% | held |
| 19 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.9% | $6.2m | 1,750,000 | 0% | held |
| 20 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.4% | $4.6m | 1,240,700 | – | new |
| 21 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.0% | $3.4m | 250,000 | – | new |
| 22 | KOD KODIAK SCIENCES INC | Healthcare | 0.9% | $2.9m | 1,035,000 | 3% | added |
| 23 | PRLD PRELUDE THERAPEUTICS INC | 0.5% | $1.6m | 2,108,014 | 23% | added | |
| 24 | TIL INSTIL BIO INC | 0.4% | $1.4m | 80,125 | -77% | reduced | |
| 25 | BOLD BOUNDLESS BIO INC | 0.1% | $377.5k | 250,000 | 0% | held | |
| 26 | CLYM CLIMB BIO INC | 0.1% | $176.9k | 145,000 | -94% | reduced | |
| 27 | NUVATION BIO INC | 0.0% | $85.3k | 266,666 | 0% | held | |
| 28 | SURROZEN INC | 0.0% | $2.0k | 66,666 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.