Boxer Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Boxer Capital Management, LLC disclosed 63 US equity positions worth $1.3bn in its Q2 2026 13F filing. The largest position was TNGX at 25.6% of the reported book, followed by RVMD and ABVX. Against the Q1 2026 filing, it opened 10 new positions, added to 17 and reduced 1 among the top 50 holdings.
What did Boxer Capital Management, LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TNGX TANGO THERAPEUTICS INC | Healthcare | 25.6% | $340.0m | 10,876,219 | 0% | held |
| 2 | RVMD REVOLUTION MEDICINES INC | Healthcare | 7.1% | $93.6m | 500,000 | 0% | held |
| 3 | ABVX ABIVAX SA | Healthcare | 6.1% | $80.6m | 605,000 | 202% | added |
| 4 | UNIQURE NV | 5.2% | $69.2m | 1,503,300 | 127% | added | |
| 5 | KOD KODIAK SCIENCES INC | Healthcare | 4.3% | $57.6m | 1,477,600 | 9% | added |
| 6 | KYMR KYMERA THERAPEUTICS INC | Healthcare | 3.7% | $49.2m | 429,100 | 30% | added |
| 7 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 3.5% | $47.0m | 998,500 | 67% | added |
| 8 | REPL REPLIMUNE GROUP INC | Healthcare | 3.3% | $44.1m | 3,983,000 | 239% | added |
| 9 | CELC CELCUITY INC | Healthcare | 3.3% | $43.6m | 416,530 | 85% | added |
| 10 | QTTB Q32 BIO INC | 3.0% | $40.1m | 3,149,310 | – | new | |
| 11 | CAPR CAPRICOR THERAPEUTICS INC | Healthcare | 2.5% | $33.6m | 1,395,156 | 136% | added |
| 12 | PGEN PRECIGEN INC | Healthcare | 2.2% | $29.4m | 5,150,000 | 47% | added |
| 13 | CORT CORCEPT THERAPEUTICS INC | Healthcare | 2.2% | $29.2m | 335,500 | 34% | added |
| 14 | SRZN Surrozen Inc. | 2.0% | $27.0m | 1,105,683 | 44% | added | |
| 15 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.6% | $20.8m | 170,000 | 0% | held |
| 16 | VIR VIR BIOTECHNOLOGY INC | Healthcare | 1.4% | $19.0m | 1,866,000 | 0% | held |
| 17 | PCVX VAXCYTE INC | Healthcare | 1.4% | $18.9m | 325,000 | 0% | held |
| 18 | URGN UROGEN PHARMA LTD | Healthcare | 1.4% | $18.4m | 500,000 | 0% | held |
| 19 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 1.2% | $16.4m | 1,100,000 | 0% | held |
| 20 | PTCT PTC THERAPEUTICS INC | Healthcare | 1.2% | $16.3m | 200,000 | 0% | held |
| 21 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 1.2% | $15.6m | 46,457 | 0% | held |
| 22 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.1% | $14.4m | 800,000 | 0% | held |
| 23 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.0% | $12.8m | 1,300,000 | 271% | added |
| 24 | IRD OPUS GENETICS INC | 0.9% | $11.6m | 2,815,000 | 25% | added | |
| 25 | PALI PALISADE BIO INC | Healthcare | 0.8% | $10.0m | 4,799,875 | 0% | held |
| 26 | APGE APOGEE THERAPEUTICS INC | Healthcare | 0.7% | $9.3m | 70,000 | 0% | held |
| 27 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 0.7% | $8.9m | 100,000 | – | new |
| 28 | COGT COGENT BIOSCIENCES INC | Healthcare | 0.7% | $8.7m | 225,000 | 0% | held |
| 29 | CYTK CYTOKINETICS INC | Healthcare | 0.6% | $8.5m | 100,000 | 0% | held |
| 30 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.6% | $8.4m | 450,000 | – | new |
| 31 | CRESCENT BIOPHARMA INC. | 0.6% | $8.2m | 453,686 | 0% | held | |
| 32 | CTNM CONTINEUM THERAPEUTICS INC | 0.6% | $8.1m | 494,000 | 0% | held | |
| 33 | KZIA KAZIA THERAPEUTICS LTD | 0.6% | $7.9m | 560,000 | – | new | |
| 34 | STTK SHATTUCK LABS INC | Healthcare | 0.5% | $6.9m | 1,000,000 | – | new |
| 35 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.5% | $6.9m | 375,000 | 25% | added |
| 36 | FBRX FORTE BIOSCIENCES INC | 0.4% | $5.8m | 274,500 | – | new | |
| 37 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.4% | $5.8m | 842,106 | 0% | held |
| 38 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 0.4% | $5.4m | 275,000 | 0% | held |
| 39 | ZURA ZURA BIO LTD | Healthcare | 0.4% | $5.3m | 900,000 | 0% | held |
| 40 | HELP CYBIN INC | 0.4% | $5.2m | 790,000 | 23% | added | |
| 41 | ODYSSEY THERAPEUTICS INC | 0.4% | $5.1m | 275,000 | – | new | |
| 42 | IMTX IMMATICS N.V | Healthcare | 0.4% | $4.8m | 475,000 | – | new |
| 43 | FTH FAETH THERAPEUTICS inc | 0.3% | $4.5m | 180,505 | – | new | |
| 44 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.3% | $4.0m | 75,000 | 0% | held |
| 45 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.3% | $3.8m | 350,000 | 98% | added |
| 46 | ANTX AN2 THERAPEUTICS INC | 0.3% | $3.6m | 749,035 | 0% | held | |
| 47 | NMRA NEUMORA THERAPEUTICS INC. | Healthcare | 0.3% | $3.4m | 2,000,000 | – | new |
| 48 | INO INOVIO PHARMACEUTICALS INC | 0.2% | $3.1m | 2,844,994 | 20% | added | |
| 49 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 0.2% | $3.1m | 1,500,000 | -45% | reduced |
| 50 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.2% | $3.0m | 300,000 | 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.