Boxer Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Boxer Capital Management, LLC disclosed 20 US equity positions worth $198.7m in its Q2 2025 13F filing. The largest position was TNGX at 25.2% of the reported book, followed by RVMD and REPL. Against the Q1 2025 filing, it opened 8 new positions, added to 3 and reduced 7 among the top 20 holdings.
What did Boxer Capital Management, LLC own in Q2 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TNGX TANGO THERAPEUTICS INC | Healthcare | 25.2% | $50.0m | 9,771,485 | -6% | reduced |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 14.7% | $29.2m | 792,977 | -40% | reduced |
| 3 | REPL REPLIMUNE GROUP INC | Healthcare | 10.3% | $20.5m | 2,211,341 | 23% | added |
| 4 | MERUS N V | 9.7% | $19.2m | 365,000 | -48% | reduced | |
| 5 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 9.5% | $18.9m | 432,010 | 33% | added |
| 6 | QURE UNIQURE NV | 6.3% | $12.5m | 899,500 | 20% | added | |
| 7 | 2662247D ITEOS THERAPEUTICS INC | 4.1% | $8.2m | 825,000 | – | new | |
| 8 | URGN UROGEN PHARMA LTD | Healthcare | 4.0% | $7.9m | 575,000 | – | new |
| 9 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 4.0% | $7.9m | 1,225,000 | -30% | reduced |
| 10 | CBIO CRESCENT BIOPHARMA INC. | 3.7% | $7.3m | 453,686 | – | new | |
| 11 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.7% | $3.3m | 60,000 | – | new |
| 12 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.6% | $3.2m | 125,000 | – | new |
| 13 | KOD KODIAK SCIENCES INC | Healthcare | 1.4% | $2.8m | 750,000 | -28% | reduced |
| 14 | CDTX CIDARA THERAPEUTICS INC | 1.3% | $2.7m | 55,000 | – | new | |
| 15 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.0% | $2.0m | 175,000 | -69% | reduced |
| 16 | TIL INSTIL BIO INC | 0.7% | $1.5m | 70,700 | -12% | reduced | |
| 17 | 4XC1 KALVISTA PHARMACEUTICALS INC | 0.5% | $1.1m | 93,400 | – | new | |
| 18 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 0.2% | $427.5k | 25,000 | – | new |
| 19 | NUVATION BIO INC | 0.0% | $72.0k | 266,666 | 0% | held | |
| 20 | SURROZEN INC | 0.0% | $1.2k | 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.