Funds › Boxer Capital Management, LLC
Boxer Capital Management, LLC
13F for Q2 2026, filed Aug 14, 2026. 63 positions worth $1.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$1.3B
+$566.1M (74.3%) vs Q1 2026
Positions
63
54 in Q1 2026
Top 10 share
65.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TNGX Tango Therapeutics, Inc. | 10.88M | $340.0M | 25.6% | Unchanged | 13F ↗ |
| 2 | RVMD Revolution Medicines, Inc. | 500,000 | $93.6M | 7.1% | Unchanged | 13F ↗ |
| 3 | ABVX Abivax SA · ADR | 605,000 | $80.6M | 6.1% | +203% | 13F ↗ |
| 4 | QURE uniQure N.V. | 1.50M | $69.2M | 5.2% | +127% | 13F ↗ |
| 5 | KOD Kodiak Sciences Inc | 1.48M | $57.6M | 4.3% | +8.6% | 13F ↗ |
| 6 | KYMR Kymera Therapeutics, Inc. | 429,100 | $49.2M | 3.7% | +30.4% | 13F ↗ |
| 7 | DFTX Definium Therapeutics, Inc. | 998,500 | $47.0M | 3.5% | +66.8% | 13F ↗ |
| 8 | REPL Replimune Group, Inc. | 3.98M | $44.1M | 3.3% | +239% | 13F ↗ |
| 9 | CELC Celcuity Inc. | 416,530 | $43.6M | 3.3% | +85.1% | 13F ↗ |
| 10 | QTTB Q32 Bio Inc. | 3.15M | $40.1M | 3.0% | New | 13F ↗ |
| 11 | CAPR Capricor Therapeutics, Inc. | 1.40M | $33.6M | 2.5% | +136% | 13F ↗ |
| 12 | PGEN Precigen, Inc. | 5.15M | $29.4M | 2.2% | +47.1% | 13F ↗ |
| 13 | CORT Corcept Therapeutics Incorporated | 335,500 | $29.2M | 2.2% | +34.2% | 13F ↗ |
| 14 | SRZN Surrozen, Inc. | 1.11M | $27.0M | 2.0% | +44.3% | 13F ↗ |
| 15 | PTGX Protagonist Therapeutics, Inc. | 170,000 | $20.8M | 1.6% | Unchanged | 13F ↗ |
| 16 | VIR Vir Biotechnology, Inc. | 1.87M | $19.0M | 1.4% | Unchanged | 13F ↗ |
| 17 | PCVX Vaxcyte, Inc. | 325,000 | $18.9M | 1.4% | Unchanged | 13F ↗ |
| 18 | URGN UroGen Pharma Ltd. | 500,000 | $18.4M | 1.4% | Unchanged | 13F ↗ |
| 19 | CRVS Corvus Pharmaceuticals, Inc. | 1.10M | $16.4M | 1.2% | Unchanged | 13F ↗ |
| 20 | PTCT PTC Therapeutics, Inc. | 200,000 | $16.3M | 1.2% | Unchanged | 13F ↗ |
| 21 | PRAX Praxis Precision Medicines, Inc. | 46,457 | $15.6M | 1.2% | Unchanged | 13F ↗ |
| 22 | AMLX Amylyx Pharmaceuticals, Inc. | 800,000 | $14.4M | 1.1% | Unchanged | 13F ↗ |
| 23 | OCUL Ocular Therapeutix, Inc. | 1.30M | $12.8M | 1.0% | +271% | 13F ↗ |
| 24 | IRD Opus Genetics, Inc. | 2.81M | $11.6M | 0.9% | +25.1% | 13F ↗ |
| 25 | PALI Palisade Bio, Inc. | 4.80M | $10.0M | 0.8% | Unchanged | 13F ↗ |
| 26 | Apogee Therapeutics Inc | 70,000 | $9.3M | 0.7% | Unchanged | 13F ↗ |
| 27 | SYRE Spyre Therapeutics, Inc. | 100,000 | $8.9M | 0.7% | New | 13F ↗ |
| 28 | COGT Cogent Biosciences, Inc. | 225,000 | $8.7M | 0.7% | Unchanged | 13F ↗ |
| 29 | CYTK Cytokinetics, Incorporated | 100,000 | $8.5M | 0.6% | Unchanged | 13F ↗ |
| 30 | RLAY Relay Therapeutics, Inc. | 450,000 | $8.4M | 0.6% | New | 13F ↗ |
| 31 | Crescent Biopharma Inc | 453,686 | $8.2M | 0.6% | Unchanged | 13F ↗ |
| 32 | CTNM Contineum Therapeutics, Inc. | 494,000 | $8.1M | 0.6% | Unchanged | 13F ↗ |
| 33 | KZIA Kazia Therapeutics Limited · ADR | 560,000 | $7.9M | 0.6% | New | 13F ↗ |
| 34 | STTK Shattuck Labs, Inc. | 1.00M | $6.9M | 0.5% | New | 13F ↗ |
| 35 | AVTX Avalo Therapeutics, Inc. | 375,000 | $6.9M | 0.5% | +25.0% | 13F ↗ |
| 36 | Forte Biosciences Inc | 274,500 | $5.8M | 0.4% | New | 13F ↗ |
| 37 | RLMD Relmada Therapeutics, Inc. | 842,106 | $5.8M | 0.4% | Unchanged | 13F ↗ |
| 38 | MLTX MoonLake Immunotherapeutics | 275,000 | $5.4M | 0.4% | Unchanged | 13F ↗ |
| 39 | ZURA Zura Bio Limited | 900,000 | $5.3M | 0.4% | Unchanged | 13F ↗ |
| 40 | Cybin Inc | 790,000 | $5.2M | 0.4% | +23.4% | 13F ↗ |
| 41 | ODTX Odyssey Therapeutics, Inc. | 275,000 | $5.1M | 0.4% | New | 13F ↗ |
| 42 | IMTX Immatics N.V. | 475,000 | $4.8M | 0.4% | New | 13F ↗ |
| 43 | FTH Faeth Therapeutics, Inc. | 180,505 | $4.5M | 0.3% | New | 13F ↗ |
| 44 | GPCR Structure Therapeutics Inc. | 75,000 | $4.0M | 0.3% | Unchanged | 13F ↗ |
| 45 | ORIC Oric Pharmaceuticals, Inc. | 350,000 | $3.8M | 0.3% | +98.3% | 13F ↗ |
| 46 | ANTX AN2 Therapeutics, Inc. | 749,035 | $3.6M | 0.3% | Unchanged | 13F ↗ |
| 47 | NMRA Neumora Therapeutics, Inc. | 2.00M | $3.4M | 0.3% | New | 13F ↗ |
| 48 | INO Inovio Pharmaceuticals, Inc. | 2.84M | $3.1M | 0.2% | +20.0% | 13F ↗ |
| 49 | ALLO Allogene Therapeutics, Inc. | 1.50M | $3.1M | 0.2% | -45.0% | 13F ↗ |
| 50 | SLDB Solid Biosciences Inc. | 300,000 | $3.0M | 0.2% | Unchanged | 13F ↗ |
Showing the top 50 of 63 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
12 new, 17 added to, 1 trimmed, 3 exited, 33 unchanged. By estimated dollars.
New positions (12)
| QTTB Q32 Bio Inc. | 3.15M | New | $40.1M |
| SYRE Spyre Therapeutics, Inc. | 100,000 | New | $8.9M |
| RLAY Relay Therapeutics, Inc. | 450,000 | New | $8.4M |
| KZIA Kazia Therapeutics Limited · ADR | 560,000 | New | $7.9M |
| STTK Shattuck Labs, Inc. | 1.00M | New | $6.9M |
| Forte Biosciences Inc | 274,500 | New | $5.8M |
| ODTX Odyssey Therapeutics, Inc. | 275,000 | New | $5.1M |
| IMTX Immatics N.V. | 475,000 | New | $4.8M |
| FTH Faeth Therapeutics, Inc. | 180,505 | New | $4.5M |
| NMRA Neumora Therapeutics, Inc. | 2.00M | New | $3.4M |
Added to (17)
| ABVX Abivax SA · ADR | 605,000 | +203% | $54.0M |
| QURE uniQure N.V. | 1.50M | +127% | $38.8M |
| REPL Replimune Group, Inc. | 3.98M | +239% | $31.1M |
| CELC Celcuity Inc. | 416,530 | +85.1% | $20.0M |
| CAPR Capricor Therapeutics, Inc. | 1.40M | +136% | $19.4M |
| DFTX Definium Therapeutics, Inc. | 998,500 | +66.8% | $18.8M |
| KYMR Kymera Therapeutics, Inc. | 429,100 | +30.4% | $11.5M |
| PGEN Precigen, Inc. | 5.15M | +47.1% | $9.4M |
| OCUL Ocular Therapeutix, Inc. | 1.30M | +271% | $9.3M |
| SRZN Surrozen, Inc. | 1.11M | +44.3% | $8.3M |
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| ALLO Allogene Therapeutics, Inc. | 1.50M | -45.0% | -$2.5M |
Exited (3)
| Terns Pharmaceuticals Inc | 375,000 | Exited | -$19.8M |
| Soleno Therapeutics Inc | 200,000 | Exited | -$6.7M |
| Kalvista Pharmaceuticals Inc | 20,400 | Exited | -$410.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 13F-HR | 63 | $1.3B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 54 | $761.7M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 45 | $456.9M | Current | SEC ↗ |
| Q3 2025 | Feb 17, 2026 | 13F-HR/A (restatement) | 34 | $313.7M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 34 | $313.7M | Replaced | SEC ↗ |
| Q2 2025 | Feb 17, 2026 | 13F-HR/A (restatement) | 20 | $198.7M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 20 | $198.7M | Replaced | SEC ↗ |
| Q1 2025 | Feb 17, 2026 | 13F-HR/A (restatement) | 28 | $332.5M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 28 | $332.5M | Replaced | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer