13F HOLDINGS REPORT
Boxer Capital Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002018299-25-000012
Total Value
$313.7M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TANGO THERAPEUTICS INC | TNGX | 9,771,485 | $82.1M | 26.16% |
| 2 | UNIQURE NV | QURE | 800,000 | $46.7M | 14.88% |
| 3 | REVOLUTION MEDICINES INC | RVMDW | 400,000 | $18.7M | 5.95% |
| 4 | KYMERA THERAPEUTICS INC | KYMR | 319,100 | $18.1M | 5.76% |
| 5 | KODIAK SCIENCES INC | KOD | 750,000 | $12.3M | 3.91% |
| 6 | PTC THERAPEUTICS INC | PTCT | 200,000 | $12.3M | 3.91% |
| 7 | AMYLYX PHARMACEUTICALS INC | AMLX | 900,000 | $12.2M | 3.90% |
| 8 | UROGEN PHARMA LTD | URGN | 575,000 | $11.5M | 3.66% |
| 9 | MERUS N V | N5749R100 | 120,000 | $11.3M | 3.60% |
| 10 | CYTOKINETICS INC | CYTK | 200,000 | $11.0M | 3.50% |
| 11 | ABIVAX SA | AAVXF | 120,000 | $10.2M | 3.25% |
| 12 | PROTAGONIST THERAPEUTICS INC | PTGX | 110,000 | $7.3M | 2.33% |
| 13 | NEKTAR THERAPEUTICS | NKTR | 125,000 | $7.1M | 2.27% |
| 14 | CRESCENT BIOPHARMA INC. | CBIO | 453,686 | $5.4M | 1.72% |
| 15 | INOVIO PHARMACEUTICALS INC | INO | 2,300,000 | $5.4M | 1.72% |
| 16 | SAREPTA THERAPEUTICS INC | SRPT | 250,000 | $4.8M | 1.54% |
| 17 | CIDARA THERAPEUTICS INC | 171757206 | 48,000 | $4.6M | 1.47% |
| 18 | CELCUITY INC | CELC | 90,000 | $4.4M | 1.42% |
| 19 | REPLIMUNE GROUP INC | REPL | 1,050,000 | $4.4M | 1.40% |
| 20 | SOLID BIOSCIENCES INC | SLDB | 600,000 | $3.7M | 1.18% |
| 21 | DENALI THERAPEUTICS INC | DNLI | 250,000 | $3.6M | 1.16% |
| 22 | PRECIGEN INC | PGEN | 850,000 | $2.8M | 0.89% |
| 23 | APOGEE THERAPEUTICS INC | APGE | 50,000 | $2.0M | 0.63% |
| 24 | MIND MEDICINE MINDMED INC | 60255C885 | 163,500 | $1.9M | 0.61% |
| 25 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 250,000 | $1.8M | 0.57% |
| 26 | NURIX THERAPEUTICS INC | NRIX | 175,000 | $1.6M | 0.52% |
| 27 | AVALO THERAPEUTICS INC | AVTX | 125,000 | $1.6M | 0.51% |
| 28 | MILESTONE PHARMACEUTICALS IN | MIST | 666,666 | $1.3M | 0.42% |
| 29 | PEPGEN INC | PEPG | 250,000 | $1.2M | 0.37% |
| 30 | LB PHARMACEUTICALS INC | LBRX | 70,000 | $1.1M | 0.35% |
| 31 | INSTIL BIO INC | TIL | 60,700 | $1.1M | 0.35% |
| 32 | KALVISTA PHARMACEUTICALS INC | KALV | 20,400 | $248,472 | 0.08% |
| 33 | NUVATION BIO INC | NUVB | 266,666 | $53,893 | 0.02% |
| 34 | SURROZEN INC | SRZNW | 66,666 | $1,000 | 0.00% |