13F HOLDINGS REPORT (Amended)
Boxer Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002018299-26-000004
Total Value
$198.7M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TANGO THERAPEUTICS INC | TNGX | 9,771,485 | $50.0M | 25.18% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 792,977 | $29.2M | 14.69% |
| 3 | REPLIMUNE GROUP INC | REPL | 2,211,341 | $20.5M | 10.34% |
| 4 | MERUS N V | N5749R100 | 365,000 | $19.2M | 9.66% |
| 5 | KYMERA THERAPEUTICS INC | KYMR | 432,010 | $18.9M | 9.49% |
| 6 | UNIQURE NV | QURE | 899,500 | $12.5M | 6.31% |
| 7 | ITEOS THERAPEUTICS INC | 46565G104 | 825,000 | $8.2M | 4.14% |
| 8 | UROGEN PHARMA LTD | URGN | 575,000 | $7.9M | 3.97% |
| 9 | AMYLYX PHARMACEUTICALS INC | AMLX | 1,225,000 | $7.9M | 3.95% |
| 10 | CRESCENT BIOPHARMA INC. | CBIO | 453,686 | $7.3M | 3.69% |
| 11 | PROTAGONIST THERAPEUTICS INC | PTGX | 60,000 | $3.3M | 1.67% |
| 12 | NEKTAR THERAPEUTICS | NKTR | 125,000 | $3.2M | 1.63% |
| 13 | KODIAK SCIENCES INC | KOD | 750,000 | $2.8M | 1.41% |
| 14 | CIDARA THERAPEUTICS INC | 171757206 | 55,000 | $2.7M | 1.35% |
| 15 | NURIX THERAPEUTICS INC | NRIX | 175,000 | $2.0M | 1.00% |
| 16 | INSTIL BIO INC | TIL | 70,700 | $1.5M | 0.74% |
| 17 | KALVISTA PHARMACEUTICALS INC | KALV | 93,400 | $1.1M | 0.53% |
| 18 | SAREPTA THERAPEUTICS INC | SRPT | 25,000 | $427,500 | 0.22% |
| 19 | NUVATION BIO INC | NUVB | 266,666 | $71,973 | 0.04% |
| 20 | SURROZEN INC | SRZNW | 66,666 | $1,207 | 0.00% |