13F HOLDINGS REPORT
Boxer Capital Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002018299-26-000006
Total Value
$456.9M
Positions
45
Other Managers
0
Confidential Omitted
No
Holdings (45)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TANGO THERAPEUTICS INC | TNGX | 10,876,219 | $96.4M | 21.09% |
| 2 | REVOLUTION MEDICINES INC | RVMDW | 400,000 | $31.9M | 6.97% |
| 3 | KODIAK SCIENCES INC | KOD | 1,136,000 | $31.8M | 6.95% |
| 4 | KYMERA THERAPEUTICS INC | KYMR | 329,100 | $25.6M | 5.60% |
| 5 | CELCUITY INC | CELC | 225,000 | $22.4M | 4.91% |
| 6 | ABIVAX SA | AAVXF | 125,000 | $16.9M | 3.69% |
| 7 | PTC THERAPEUTICS INC | PTCT | 200,000 | $15.2M | 3.33% |
| 8 | TERNS PHARMACEUTICALS INC | TERN | 375,000 | $15.2M | 3.32% |
| 9 | PROTAGONIST THERAPEUTICS INC | PTGX | 170,000 | $14.8M | 3.25% |
| 10 | PRAXIS PRECISION MEDICINES I | PRAX | 46,457 | $13.7M | 3.00% |
| 11 | UROGEN PHARMA LTD | URGN | 500,000 | $11.7M | 2.56% |
| 12 | CIDARA THERAPEUTICS INC | 171757206 | 53,000 | $11.7M | 2.56% |
| 13 | PALISADE BIO INC | PALI | 4,799,875 | $11.3M | 2.47% |
| 14 | AMYLYX PHARMACEUTICALS INC | AMLX | 800,000 | $9.7M | 2.12% |
| 15 | SURROZEN INC | SRZNW | 416,150 | $9.4M | 2.06% |
| 16 | CAPRICOR THERAPEUTICS INC | CAPR | 325,000 | $9.4M | 2.05% |
| 17 | MIND MEDICINE MINDMED INC | 60255C885 | 598,500 | $8.0M | 1.75% |
| 18 | COGENT BIOSCIENCES INC | COGT | 225,000 | $8.0M | 1.75% |
| 19 | REPLIMUNE GROUP INC | REPL | 750,000 | $7.3M | 1.60% |
| 20 | UNIQURE NV | QURE | 290,000 | $6.9M | 1.52% |
| 21 | CYTOKINETICS INC | CYTK | 100,000 | $6.4M | 1.39% |
| 22 | CYBIN INC | HELP | 715,000 | $5.8M | 1.28% |
| 23 | PRECIGEN INC | PGEN | 1,375,000 | $5.7M | 1.26% |
| 24 | CONTINEUM THERAPEUTICS INC | CTNM | 494,000 | $5.6M | 1.24% |
| 25 | CRESCENT BIOPHARMA INC. | CBIO | 453,686 | $5.4M | 1.18% |
| 26 | APOGEE THERAPEUTICS INC | APGE | 70,000 | $5.3M | 1.16% |
| 27 | STRUCTURE THERAPEUTICS INC | GPCR | 75,000 | $5.2M | 1.14% |
| 28 | AVALO THERAPEUTICS INC | AVTX | 275,000 | $5.0M | 1.09% |
| 29 | INOVIO PHARMACEUTICALS INC | INO | 2,420,122 | $4.2M | 0.92% |
| 30 | UPSTREAM BIO INC | UPB | 150,000 | $4.1M | 0.89% |
| 31 | VIR BIOTECHNOLOGY INC | VIR | 625,000 | $3.8M | 0.82% |
| 32 | INVIVYD INC | IVVD | 1,500,000 | $3.7M | 0.81% |
| 33 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 275,000 | $3.6M | 0.79% |
| 34 | SAREPTA THERAPEUTICS INC | SRPT | 150,000 | $3.2M | 0.71% |
| 35 | PEPGEN INC | PEPG | 373,892 | $2.4M | 0.53% |
| 36 | NURIX THERAPEUTICS INC | NRIX | 100,000 | $1.9M | 0.42% |
| 37 | KARYOPHARM THERAPEUTICS INC | KPTI | 252,536 | $1.9M | 0.41% |
| 38 | SOLID BIOSCIENCES INC | SLDB | 300,000 | $1.7M | 0.37% |
| 39 | LB PHARMACEUTICALS INC | LBRX | 70,000 | $1.6M | 0.34% |
| 40 | MILESTONE PHARMACEUTICALS IN | MIST | 666,666 | $1.3M | 0.29% |
| 41 | CLENE INC | CLNN | 199,737 | $1.2M | 0.26% |
| 42 | KALVISTA PHARMACEUTICALS INC | KALV | 20,400 | $329,460 | 0.07% |
| 43 | ZURA BIO LTD | ZURA | 50,000 | $262,000 | 0.06% |
| 44 | NUVATION BIO INC | NUVB | 266,666 | $88,000 | 0.02% |
| 45 | SURROZEN INC | SRZNW | 66,666 | $1,333 | 0.00% |