Boxer Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Boxer Capital Management, LLC disclosed 54 US equity positions worth $761.7m in its Q1 2026 13F filing. The largest position was TNGX at 29.9% of the reported book, followed by KOD and RVMD.
What did Boxer Capital Management, LLC own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TNGX TANGO THERAPEUTICS INC | Healthcare | 29.9% | $227.5m | 10,876,219 | – | |
| 2 | KOD KODIAK SCIENCES INC | Healthcare | 6.8% | $51.9m | 1,361,000 | – | |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 6.4% | $48.6m | 500,000 | – | |
| 4 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 3.6% | $27.4m | 329,100 | – | |
| 5 | CELC CELCUITY INC | Healthcare | 3.4% | $25.7m | 225,000 | – | |
| 6 | SRZN SURROZEN INC | 2.9% | $22.3m | 766,318 | – | ||
| 7 | ABVX ABIVAX SA | Healthcare | 2.9% | $22.3m | 200,000 | – | |
| 8 | 430 TERNS PHARMACEUTICALS INC | 2.6% | $19.8m | 375,000 | – | ||
| 9 | PCVX VAXCYTE INC | Healthcare | 2.5% | $18.9m | 325,000 | – | |
| 10 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.4% | $17.9m | 590,000 | – | |
| 11 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 2.4% | $17.9m | 170,000 | – | |
| 12 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 2.2% | $16.7m | 1,866,000 | – | |
| 13 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 2.1% | $16.1m | 1,100,000 | – | |
| 14 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.0% | $15.0m | 46,457 | – | |
| 15 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.8% | $13.6m | 200,000 | – | |
| 16 | PGEN PRECIGEN INC | Healthcare | 1.8% | $13.5m | 3,500,000 | – | |
| 17 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 1.5% | $11.3m | 598,500 | – | |
| 18 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.5% | $11.1m | 800,000 | – | |
| 19 | UNIQURE NV | 1.4% | $10.8m | 662,000 | – | ||
| 20 | IRD OPUS GENETICS INC | 1.3% | $10.2m | 2,250,000 | – | ||
| 21 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 1.3% | $10.1m | 250,000 | – | |
| 22 | URGN UROGEN PHARMA LTD | Healthcare | 1.2% | $9.0m | 500,000 | – | |
| 23 | REPL REPLIMUNE GROUP INC | Healthcare | 1.2% | $9.0m | 1,175,000 | – | |
| 24 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.1% | $8.7m | 225,000 | – | |
| 25 | PALI PALISADE BIO INC | Healthcare | 1.1% | $8.4m | 4,799,875 | – | |
| 26 | CRESCENT BIOPHARMA INC. | 1.1% | $8.3m | 453,686 | – | ||
| 27 | SLNOEUR SOLENO THERAPEUTICS INC | 0.9% | $6.7m | 200,000 | – | ||
| 28 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 0.9% | $6.6m | 2,725,000 | – | |
| 29 | CYTK CYTOKINETICS INC | Healthcare | 0.9% | $6.6m | 100,000 | – | |
| 30 | CTNM CONTINEUM THERAPEUTICS INC | 0.8% | $6.5m | 494,000 | – | ||
| 31 | APGE APOGEE THERAPEUTICS INC | Healthcare | 0.8% | $5.9m | 70,000 | – | |
| 32 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.8% | $5.9m | 842,106 | – | |
| 33 | ZURA ZURA BIO LTD | Healthcare | 0.7% | $5.4m | 900,000 | – | |
| 34 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 0.7% | $5.1m | 275,000 | – | |
| 35 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.6% | $4.5m | 300,000 | – | |
| 36 | INO INOVIO PHARMACEUTICALS INC | 0.5% | $4.1m | 2,370,122 | – | ||
| 37 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.5% | $3.6m | 75,000 | – | |
| 38 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 0.4% | $3.3m | 150,000 | – | |
| 39 | HELP CYBIN INC | 0.4% | $3.1m | 640,000 | – | ||
| 40 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.4% | $3.0m | 350,000 | – | |
| 41 | ANTX AN2 THERAPEUTICS INC | 0.3% | $2.6m | 749,035 | – | ||
| 42 | CLNN CLENE INC | 0.3% | $2.4m | 477,515 | – | ||
| 43 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.3% | $2.2m | 176,500 | – | |
| 44 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.3% | $2.2m | 300,000 | – | |
| 45 | IVVD INVIVYD INC | Healthcare | 0.3% | $1.9m | 1,500,000 | – | |
| 46 | LB PHARMACEUTICALS INC | 0.2% | $1.7m | 70,000 | – | ||
| 47 | KPTI KARYOPHARM THERAPEUTICS INC | 0.2% | $1.7m | 302,536 | – | ||
| 48 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.2% | $1.6m | 100,000 | – | |
| 49 | UPB UPSTREAM BIO INC | 0.2% | $1.4m | 150,000 | – | ||
| 50 | MIST MILESTONE PHARMACEUTICALS IN | 0.1% | $793.3k | 666,666 | – |
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.