Boxer Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Boxer Capital Management, LLC disclosed 34 US equity positions worth $313.7m in its Q3 2025 13F filing. The largest position was TNGX at 26.2% of the reported book, followed by QURE and RVMD. Against the Q2 2025 filing, it opened 15 new positions, added to 2 and reduced 9 among the top 34 holdings.
What did Boxer Capital Management, LLC own in Q3 2025? Top 34 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TNGX TANGO THERAPEUTICS INC | Healthcare | 26.2% | $82.1m | 9,771,485 | 0% | held |
| 2 | QURE UNIQURE NV | 14.9% | $46.7m | 800,000 | -11% | reduced | |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 6.0% | $18.7m | 400,000 | -50% | reduced |
| 4 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 5.8% | $18.1m | 319,100 | -26% | reduced |
| 5 | KOD KODIAK SCIENCES INC | Healthcare | 3.9% | $12.3m | 750,000 | 0% | held |
| 6 | PTCT PTC THERAPEUTICS INC | Healthcare | 3.9% | $12.3m | 200,000 | – | new |
| 7 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 3.9% | $12.2m | 900,000 | -27% | reduced |
| 8 | URGN UROGEN PHARMA LTD | Healthcare | 3.7% | $11.5m | 575,000 | 0% | held |
| 9 | MERUS N V | 3.6% | $11.3m | 120,000 | -67% | reduced | |
| 10 | CYTK CYTOKINETICS INC | Healthcare | 3.5% | $11.0m | 200,000 | – | new |
| 11 | ABVX ABIVAX SA | 3.2% | $10.2m | 120,000 | – | new | |
| 12 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.3% | $7.3m | 110,000 | 83% | added |
| 13 | NKTR NEKTAR THERAPEUTICS | Healthcare | 2.3% | $7.1m | 125,000 | 0% | held |
| 14 | CBIO CRESCENT BIOPHARMA INC. | 1.7% | $5.4m | 453,686 | 0% | held | |
| 15 | INO INOVIO PHARMACEUTICALS INC | 1.7% | $5.4m | 2,300,000 | – | new | |
| 16 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 1.5% | $4.8m | 250,000 | 900% | added |
| 17 | CDTX CIDARA THERAPEUTICS INC | 1.5% | $4.6m | 48,000 | -13% | reduced | |
| 18 | CELC CELCUITY INC | Healthcare | 1.4% | $4.4m | 90,000 | – | new |
| 19 | REPL REPLIMUNE GROUP INC | Healthcare | 1.4% | $4.4m | 1,050,000 | -53% | reduced |
| 20 | SLDB SOLID BIOSCIENCES INC | Healthcare | 1.2% | $3.7m | 600,000 | – | new |
| 21 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.2% | $3.6m | 250,000 | – | new |
| 22 | PGEN PRECIGEN INC | Healthcare | 0.9% | $2.8m | 850,000 | – | new |
| 23 | APGE APOGEE THERAPEUTICS INC | Healthcare | 0.6% | $2.0m | 50,000 | – | new |
| 24 | BRD1EUR MIND MEDICINE MINDMED INC | 0.6% | $1.9m | 163,500 | – | new | |
| 25 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 0.6% | $1.8m | 250,000 | – | new |
| 26 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.5% | $1.6m | 175,000 | 0% | held |
| 27 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.5% | $1.6m | 125,000 | – | new |
| 28 | MIST MILESTONE PHARMACEUTICALS IN | 0.4% | $1.3m | 666,666 | – | new | |
| 29 | PEPG PEPGEN INC | Healthcare | 0.4% | $1.2m | 250,000 | – | new |
| 30 | LB PHARMACEUTICALS INC | 0.4% | $1.1m | 70,000 | – | new | |
| 31 | TIL INSTIL BIO INC | 0.3% | $1.1m | 60,700 | -14% | reduced | |
| 32 | 4XC1 KALVISTA PHARMACEUTICALS INC | 0.1% | $248.5k | 20,400 | -78% | reduced | |
| 33 | NUVATION BIO INC | 0.0% | $53.9k | 266,666 | 0% | held | |
| 34 | SURROZEN INC | 0.0% | $1.0k | 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.