Boxer Capital Management, LLC
Net buyer this quarter
$1.33B
62
+$311M
65.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TNGX | $340M | 25.61% | 6.46% | Not reported | Q4 2024 |
 RVMD | $93.6M | 7.05% | 0.23% | Not reported | Q4 2024 |
 ABVX | $80.6M | 6.07% | 0.77% | +202.5% | Q3 2025 |
 QURE | $69.2M | 5.21% | 2.17% | +127.1% | Q4 2024 |
 KOD | $57.6M | 4.34% | 2.35% | +8.6% | Q4 2024 |
 KYMR | $49.2M | 3.71% | 0.52% | +30.4% | Q4 2024 |
 DFTX | $47M | 3.54% | 0.74% | +66.8% | Q1 2026 |
 REPL | $44.1M | 3.32% | 4.74% | +239.0% | Q4 2024 |
 CELC | $43.6M | 3.28% | 0.85% | +85.1% | Q3 2025 |
 QTTB | $40.1M | 3.02% | 13.27% | New | Q2 2026 |
 CAPR | $33.6M | 2.53% | 2.40% | +136.5% | Q4 2025 |
 PGEN | $29.4M | 2.21% | 1.44% | +47.1% | Q3 2025 |
 CORT | $29.2M | 2.20% | 0.31% | +34.2% | Q1 2026 |
 SRZN | $27M | 2.03% | 9.41% | +44.3% | Q4 2025 |
 PTGX | $20.8M | 1.57% | 0.26% | Not reported | Q2 2025 |
 VIR | $19M | 1.43% | 1.10% | Not reported | Q4 2025 |
 PCVX | $18.9M | 1.42% | 0.22% | Not reported | Q1 2026 |
 URGN | $18.4M | 1.39% | 1.02% | Not reported | Q2 2025 |
 CRVS | $16.4M | 1.24% | 1.31% | Not reported | Q1 2026 |
 PTCT | $16.3M | 1.23% | 0.24% | Not reported | Q3 2025 |
 PRAX | $15.6M | 1.17% | 0.17% | Not reported | Q4 2025 |
 AMLX | $14.4M | 1.08% | 0.72% | Not reported | Q4 2024 |
 OCUL | $12.8M | 0.96% | 0.59% | +271.4% | Q1 2026 |
 IRD | $11.6M | 0.87% | 3.41% | +25.1% | Q1 2026 |
 PALI | $10M | 0.76% | 2.77% | Not reported | Q4 2025 |
| APGE | $9.29M | 0.70% | 0.09% | Not reported | Q4 2024 |
 SYRE | $8.88M | 0.67% | 0.11% | Not reported | Q4 2024 |
 COGT | $8.71M | 0.66% | 0.13% | Not reported | Q4 2025 |
 CYTK | $8.52M | 0.64% | 0.08% | Not reported | Q3 2025 |
 RLAY | $8.42M | 0.63% | 0.21% | Not reported | Q4 2024 |
 CBIO | $8.17M | 0.62% | 1.63% | Not reported | Q2 2025 |
 CTNM | $8.1M | 0.61% | 2.14% | Not reported | Q4 2025 |
 KZIA | $7.88M | 0.59% | 0.07% | New | Q2 2026 |
 STTK | $6.94M | 0.52% | 0.99% | New | Q2 2026 |
 AVTX | $6.93M | 0.52% | 0.71% | +25.0% | Q3 2025 |
| FBRX | $5.83M | 0.44% | 1.34% | New | Q2 2026 |
 RLMD | $5.83M | 0.44% | 0.79% | Not reported | Q1 2026 |
 MLTX | $5.35M | 0.40% | 0.37% | Not reported | Q3 2025 |
 ZURA | $5.31M | 0.40% | 0.94% | Not reported | Q4 2024 |
 HELP | $5.22M | 0.39% | 1.53% | +23.4% | Q4 2025 |
 ODTX | $5.15M | 0.39% | 0.57% | New | Q2 2026 |
 IMTX | $4.81M | 0.36% | 0.35% | New | Q2 2026 |
 FTH | $4.51M | 0.34% | 0.70% | New | Q2 2026 |
 GPCR | $4.03M | 0.30% | 0.04% | Not reported | Q4 2024 |
 ORIC | $3.79M | 0.29% | 0.34% | +98.3% | Q4 2024 |
 ANTX | $3.63M | 0.27% | 2.06% | Not reported | Q1 2026 |
 NMRA | $3.4M | 0.26% | 1.08% | New | Q2 2026 |
 INO | $3.13M | 0.24% | 3.46% | +20.0% | Q3 2025 |
 ALLO | $3.12M | 0.23% | 0.43% | -45.0% | Q1 2026 |
 SLDB | $3M | 0.23% | 0.29% | Not reported | Q1 2025 |
| Q1 2026 | |||||
| TNGX | $228M | 29.87% | 7.54% | Not reported | Q4 2024 |
| KOD | $51.9M | 6.81% | 2.19% | +19.8% | Q4 2024 |
| RVMD | $48.6M | 6.38% | 0.25% | +25.0% | Q4 2024 |
| KYMR | $27.4M | 3.60% | 0.40% | Not reported | Q4 2024 |
| CELC | $25.7M | 3.37% | 0.47% | Not reported | Q3 2025 |
| SRZN | $22.3M | 2.93% | 6.67% | +84.1% | Q4 2025 |
| ABVX | $22.3M | 2.92% | 0.25% | +60.0% | Q3 2025 |
| TERN | $19.8M | 2.60% | 0.32% | Not reported | Q4 2024 |
| PCVX | $18.9M | 2.48% | 0.23% | New | Q1 2026 |
| CAPR | $17.9M | 2.35% | 1.02% | +81.5% | Q4 2025 |
| PTGX | $17.9M | 2.35% | 0.26% | Not reported | Q2 2025 |
| VIR | $16.7M | 2.20% | 1.16% | +198.6% | Q4 2025 |
| CRVS | $16.1M | 2.11% | 1.31% | New | Q1 2026 |
| PRAX | $15M | 1.97% | 0.17% | Not reported | Q4 2025 |
| PTCT | $13.6M | 1.79% | 0.24% | Not reported | Q3 2025 |
| PGEN | $13.5M | 1.78% | 0.98% | +154.6% | Q3 2025 |
| DFTX | $11.3M | 1.49% | 0.58% | New | Q1 2026 |
| AMLX | $11.1M | 1.46% | 0.72% | Not reported | Q4 2024 |
| QURE | $10.8M | 1.42% | 1.05% | +128.3% | Q4 2024 |
| IRD | $10.2M | 1.34% | 3.15% | New | Q1 2026 |
| CORT | $10.1M | 1.32% | 0.24% | New | Q1 2026 |
| URGN | $8.99M | 1.18% | 1.03% | Not reported | Q2 2025 |
| REPL | $8.99M | 1.18% | 1.42% | +56.7% | Q4 2024 |
| COGT | $8.66M | 1.14% | 0.13% | Not reported | Q4 2025 |
| PALI | $8.4M | 1.10% | 2.87% | Not reported | Q4 2025 |
| CBIO | $8.33M | 1.09% | 1.65% | Not reported | Q2 2025 |
| SLNO | $6.7M | 0.88% | 0.39% | New | Q1 2026 |
| ALLO | $6.65M | 0.87% | 1.11% | New | Q1 2026 |
| CYTK | $6.59M | 0.87% | 0.08% | Not reported | Q3 2025 |
| CTNM | $6.45M | 0.85% | 2.14% | Not reported | Q4 2025 |
| APGE | $5.89M | 0.77% | 0.09% | Not reported | Q4 2024 |
| RLMD | $5.86M | 0.77% | 0.80% | New | Q1 2026 |
| ZURA | $5.36M | 0.70% | 0.95% | +1700.0% | Q4 2024 |
| MLTX | $5.13M | 0.67% | 0.52% | Not reported | Q3 2025 |
| AVTX | $4.48M | 0.59% | 1.22% | +9.1% | Q3 2025 |
| INO | $4.12M | 0.54% | 3.40% | -2.1% | Q3 2025 |
| GPCR | $3.62M | 0.47% | 0.04% | Not reported | Q4 2024 |
 SRPT | $3.26M | 0.43% | 0.14% | Not reported | Q2 2025 |
| HELP | $3.07M | 0.40% | 1.24% | -10.5% | Q4 2025 |
| OCUL | $2.96M | 0.39% | 0.16% | New | Q1 2026 |
| ANTX | $2.56M | 0.34% | 2.08% | New | Q1 2026 |
 CLNN | $2.35M | 0.31% | 4.05% | +139.1% | Q4 2025 |
| ORIC | $2.24M | 0.29% | 0.17% | Not reported | Q4 2024 |
| SLDB | $2.16M | 0.28% | 0.30% | Not reported | Q1 2025 |
 IVVD | $1.95M | 0.26% | 0.53% | Not reported | Q4 2025 |
 LBRX | $1.73M | 0.23% | 0.24% | Not reported | Q3 2025 |
 KPTI | $1.69M | 0.22% | 1.34% | +19.8% | Q4 2025 |
 NRIX | $1.55M | 0.20% | 0.10% | Not reported | Q4 2024 |
 UPB | $1.35M | 0.18% | 0.28% | Not reported | Q4 2025 |
 MIST | $793K | 0.10% | 0.57% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| TNGX | $96.4M | 21.09% | 8.00% | +11.3% | Q4 2024 |
| RVMD | $31.9M | 6.97% | 0.20% | Not reported | Q4 2024 |
| KOD | $31.8M | 6.95% | 1.84% | +51.5% | Q4 2024 |
| KYMR | $25.6M | 5.60% | 0.40% | +3.1% | Q4 2024 |
| CELC | $22.4M | 4.91% | 0.47% | +150.0% | Q3 2025 |
| ABVX | $16.9M | 3.69% | 0.16% | +4.2% | Q3 2025 |
| PTCT | $15.2M | 3.33% | 0.25% | Not reported | Q3 2025 |
| TERN | $15.2M | 3.32% | 0.33% | Not reported | Q4 2024 |
| PTGX | $14.8M | 3.25% | 0.27% | +54.6% | Q2 2025 |
| PRAX | $13.7M | 3.00% | 0.18% | New | Q4 2025 |
| URGN | $11.7M | 2.56% | 1.03% | -13.0% | Q2 2025 |
| CDTX | $11.7M | 2.56% | 0.17% | +10.4% | Q2 2025 |
| PALI | $11.3M | 2.47% | 3.01% | New | Q4 2025 |
| AMLX | $9.66M | 2.12% | 0.73% | -11.1% | Q4 2024 |
| SRZN | $9.4M | 2.06% | 4.26% | New | Q4 2025 |
| CAPR | $9.38M | 2.05% | 0.57% | New | Q4 2025 |
| MNMD | $8.01M | 1.75% | Not reported | +266.1% | Q3 2025 |
| COGT | $7.99M | 1.75% | 0.14% | New | Q4 2025 |
| REPL | $7.29M | 1.60% | 0.94% | -28.6% | Q4 2024 |
| QURE | $6.94M | 1.52% | 0.47% | -63.8% | Q4 2024 |
| CYTK | $6.35M | 1.39% | 0.08% | -50.0% | Q3 2025 |
| HELP | $5.85M | 1.28% | 3.31% | New | Q4 2025 |
| PGEN | $5.75M | 1.26% | 0.39% | +61.8% | Q3 2025 |
| CTNM | $5.65M | 1.24% | 2.14% | New | Q4 2025 |
| CBIO | $5.38M | 1.18% | 1.65% | Not reported | Q2 2025 |
| APGE | $5.28M | 1.16% | 0.10% | +40.0% | Q4 2024 |
| GPCR | $5.22M | 1.14% | 0.04% | Not reported | Q4 2024 |
| AVTX | $4.99M | 1.09% | 1.49% | +120.0% | Q3 2025 |
| INO | $4.21M | 0.92% | 3.51% | +5.2% | Q3 2025 |
| UPB | $4.07M | 0.89% | 0.28% | New | Q4 2025 |
| VIR | $3.77M | 0.82% | 0.45% | New | Q4 2025 |
| IVVD | $3.71M | 0.81% | 0.53% | New | Q4 2025 |
| MLTX | $3.62M | 0.79% | 0.52% | +10.0% | Q3 2025 |
| SRPT | $3.23M | 0.71% | 0.14% | -40.0% | Q2 2025 |
 PEPG | $2.43M | 0.53% | 0.54% | +49.6% | Q3 2025 |
| NRIX | $1.9M | 0.42% | 0.10% | -42.9% | Q4 2024 |
| KPTI | $1.86M | 0.41% | 1.38% | New | Q4 2025 |
| SLDB | $1.69M | 0.37% | 0.38% | -50.0% | Q1 2025 |
| LBRX | $1.56M | 0.34% | 0.28% | Not reported | Q3 2025 |
| MIST | $1.35M | 0.29% | 0.63% | Not reported | Q4 2024 |
| CLNN | $1.17M | 0.26% | 1.84% | New | Q4 2025 |
| KALV | $329K | 0.07% | 0.04% | Not reported | Q4 2024 |
| ZURA | $262K | 0.06% | 0.07% | Not reported | Q4 2024 |
 NUVB | $88K | 0.02% | 0.08% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| TNGX | $82.1M | 26.16% | 8.76% | Not reported | Q4 2024 |
| QURE | $46.7M | 14.88% | 1.29% | -11.1% | Q4 2024 |
| RVMD | $18.7M | 5.95% | 0.21% | -49.6% | Q4 2024 |
| KYMR | $18.1M | 5.76% | 0.44% | -26.1% | Q4 2024 |
| KOD | $12.3M | 3.91% | 1.42% | Not reported | Q4 2024 |
| PTCT | $12.3M | 3.91% | 0.25% | New | Q3 2025 |
| AMLX | $12.2M | 3.90% | 0.82% | -26.5% | Q4 2024 |
| URGN | $11.5M | 3.66% | 1.23% | Not reported | Q2 2025 |
| MRUS | $11.3M | 3.60% | 0.16% | -67.1% | Q4 2024 |
| CYTK | $11M | 3.50% | 0.17% | New | Q3 2025 |
| ABVX | $10.2M | 3.25% | 0.19% | New | Q3 2025 |
| PTGX | $7.31M | 2.33% | 0.18% | +83.3% | Q2 2025 |
 NKTR | $7.11M | 2.27% | 0.64% | Not reported | Q2 2025 |
| CBIO | $5.39M | 1.72% | 3.27% | Not reported | Q2 2025 |
| INO | $5.38M | 1.72% | 4.29% | New | Q3 2025 |
| SRPT | $4.82M | 1.54% | 0.24% | +900.0% | Q2 2025 |
| CDTX | $4.6M | 1.47% | 0.16% | -12.7% | Q2 2025 |
| CELC | $4.45M | 1.42% | 0.21% | New | Q3 2025 |
| REPL | $4.4M | 1.40% | 1.34% | -52.5% | Q4 2024 |
| SLDB | $3.7M | 1.18% | 0.77% | Not reported | Q1 2025 |
 DNLI | $3.63M | 1.16% | 0.17% | Not reported | Q1 2025 |
| PGEN | $2.8M | 0.89% | 0.24% | New | Q3 2025 |
| APGE | $1.99M | 0.63% | 0.08% | Not reported | Q4 2024 |
| MNMD | $1.93M | 0.61% | Not reported | New | Q3 2025 |
| MLTX | $1.79M | 0.57% | 0.47% | New | Q3 2025 |
| NRIX | $1.62M | 0.52% | 0.23% | Not reported | Q4 2024 |
| AVTX | $1.59M | 0.51% | 0.70% | New | Q3 2025 |
| MIST | $1.33M | 0.42% | 0.78% | Not reported | Q4 2024 |
| PEPG | $1.16M | 0.37% | 0.76% | New | Q3 2025 |
| LBRX | $1.11M | 0.35% | 0.28% | New | Q3 2025 |
 TIL | $1.08M | 0.35% | 0.90% | -14.1% | Q4 2024 |
| KALV | $248K | 0.08% | 0.04% | -78.2% | Q4 2024 |
| NUVB | $53.9K | 0.02% | 0.08% | Not reported | Q4 2024 |