13F HOLDINGS REPORT (Amended)
Boxer Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002018299-26-000003
Total Value
$332.5M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMDW | 1,317,977 | $46.6M | 14.02% |
| 2 | NUVALENT INC | NUVL | 450,000 | $31.9M | 9.60% |
| 3 | MERUS N V | N5749R100 | 700,000 | $29.5M | 8.86% |
| 4 | AVIDITY BIOSCIENCES INC | 05370A108 | 865,000 | $25.5M | 7.68% |
| 5 | ANAPTYSBIO INC | ANABV | 1,300,000 | $24.2M | 7.27% |
| 6 | XENON PHARMACEUTICALS INC | XENE | 600,000 | $20.1M | 6.05% |
| 7 | REPLIMUNE GROUP INC | REPL | 1,796,341 | $17.5M | 5.27% |
| 8 | APELLIS PHARMACEUTICALS INC | APLS | 713,000 | $15.6M | 4.69% |
| 9 | CHIMERIX INC | 16934W106 | 1,810,000 | $15.4M | 4.63% |
| 10 | TANGO THERAPEUTICS INC | TNGX | 10,380,999 | $14.2M | 4.28% |
| 11 | ENLIVEN THERAPEUTICS INC | ELVN | 671,358 | $13.2M | 3.97% |
| 12 | ORIC PHARMACEUTICALS INC | ORIC | 1,732,571 | $9.7M | 2.91% |
| 13 | DAY ONE BIOPHARMACEUTICALS I | DAWN | 1,189,943 | $9.4M | 2.84% |
| 14 | KYMERA THERAPEUTICS INC | KYMR | 325,000 | $8.9M | 2.68% |
| 15 | PROTHENA CORP PLC | PRTA | 690,000 | $8.5M | 2.57% |
| 16 | UNIQURE NV | QURE | 750,000 | $8.0M | 2.39% |
| 17 | LEGEND BIOTECH CORP | LEGN | 200,000 | $6.8M | 2.04% |
| 18 | NURIX THERAPEUTICS INC | NRIX | 563,067 | $6.7M | 2.01% |
| 19 | AMYLYX PHARMACEUTICALS INC | AMLX | 1,750,000 | $6.2M | 1.86% |
| 20 | SOLID BIOSCIENCES INC | SLDB | 1,240,700 | $4.6M | 1.38% |
| 21 | DENALI THERAPEUTICS INC | DNLI | 250,000 | $3.4M | 1.02% |
| 22 | KODIAK SCIENCES INC | KOD | 1,035,000 | $2.9M | 0.87% |
| 23 | PRELUDE THERAPEUTICS INC | PRLD | 2,108,014 | $1.6M | 0.49% |
| 24 | INSTIL BIO INC | TIL | 80,125 | $1.4M | 0.42% |
| 25 | BOUNDLESS BIO INC | BOLD | 250,000 | $377,500 | 0.11% |
| 26 | CLIMB BIO INC | CLYM | 145,000 | $176,900 | 0.05% |
| 27 | NUVATION BIO INC | NUVB | 266,666 | $85,333 | 0.03% |
| 28 | SURROZEN INC | SRZNW | 66,666 | $2,000 | 0.00% |