Institutional Manager · CIK 0002018299
Boxer Capital Management, LLC
SAN DIEGO, CA · File #028-25329
Latest AUM
$456.9M
Positions
45
Top-10 Concentration
72.4%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 202528 pos · $332.5M
- 13F HOLDINGS REPORTQ/E Dec 202545 pos · $456.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202520 pos · $198.7M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202534 pos · $313.7M
- 13F HOLDINGS REPORTQ/E Sep 202534 pos · $313.7M
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $198.7M
- 13F HOLDINGS REPORTQ/E Mar 202528 pos · $332.5M
- 13F HOLDINGS REPORTQ/E Dec 202460 pos · $1.17B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |