Q1 2026 · 13F-HR
Boxer Capital Management, LLCholdings as filed
Filed 2026-05-15 · accession 0001213900-26-057335
$761.7M
Reported value
54
Positions
2026-03-31
Period end
The Brief · Boxer Capital Management, LLC · Q1 2026
AI · grounded in 13F
Boxer Capital Management, LLC closed its position in CDTX for a reduction of $11.7M. The fund established new positions in PCVX and [[stock:CRVS], valued at $18.9M and $16.1M respectively. Additionally, the fund increased its holdings in VIR by 198.56% and SRZN by 84.14%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $227.5M | 29.9% | 10,876,219 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $51.9M | 6.81% | 1,361,000 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $48.6M | 6.38% | 500,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $27.4M | 3.60% | 329,100 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $25.7M | 3.37% | 225,000 | Common | SOLE |
| 86889P208 | SRZN | SURROZEN INC | $22.3M | 2.93% | 766,318 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $22.3M | 2.92% | 200,000 | Common | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $19.8M | 2.60% | 375,000 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $18.9M | 2.48% | 325,000 | Common | SOLE |
| 14070B309 | CAPR | CAPRICOR THERAPEUTICS INC | $17.9M | 2.35% | 590,000 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $17.9M | 2.35% | 170,000 | Common | SOLE |
| 92764N102 | VIR | VIR BIOTECHNOLOGY INC | $16.7M | 2.20% | 1,866,000 | Common | SOLE |
| 221015100 | CRVS | CORVUS PHARMACEUTICALS INC | $16.1M | 2.11% | 1,100,000 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $15.0M | 1.97% | 46,457 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $13.6M | 1.79% | 200,000 | Common | SOLE |
| 74017N105 | PGEN | PRECIGEN INC | $13.5M | 1.78% | 3,500,000 | Common | SOLE |
| 24477V105 | DFTX | DEFINIUM THERAPEUTICS INC | $11.3M | 1.49% | 598,500 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $11.1M | 1.46% | 800,000 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $10.8M | 1.42% | 662,000 | Common | SOLE |
| 67577R102 | IRD | OPUS GENETICS INC | $10.2M | 1.34% | 2,250,000 | Common | SOLE |
| 218352102 | CORT | CORCEPT THERAPEUTICS INC | $10.1M | 1.32% | 250,000 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $9.0M | 1.18% | 500,000 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $9.0M | 1.18% | 1,175,000 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $8.7M | 1.14% | 225,000 | Common | SOLE |
| 696389402 | PALI | PALISADE BIO INC | $8.4M | 1.10% | 4,799,875 | Common | SOLE |
| 38000Q201 | — | CRESCENT BIOPHARMA INC. | $8.3M | 1.09% | 453,686 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $6.7M | 0.88% | 200,000 | Common | SOLE |
| 019770106 | ALLO | ALLOGENE THERAPEUTICS INC | $6.6M | 0.87% | 2,725,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $6.6M | 0.87% | 100,000 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $6.5M | 0.85% | 494,000 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $5.9M | 0.77% | 70,000 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $5.9M | 0.77% | 842,106 | Common | SOLE |
| G9TY5A101 | ZURA | ZURA BIO LTD | $5.4M | 0.70% | 900,000 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $5.1M | 0.67% | 275,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $4.5M | 0.59% | 300,000 | Common | SOLE |
| 45773H409 | INO | INOVIO PHARMACEUTICALS INC | $4.1M | 0.54% | 2,370,122 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $3.6M | 0.47% | 75,000 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $3.3M | 0.43% | 150,000 | Common | SOLE |
| 23256X407 | HELP | CYBIN INC | $3.1M | 0.40% | 640,000 | Common | SOLE |
| 67576A100 | OCUL | OCULAR THERAPEUTIX INC | $3.0M | 0.39% | 350,000 | Common | SOLE |
| 037326105 | ANTX | AN2 THERAPEUTICS INC | $2.6M | 0.34% | 749,035 | Common | SOLE |
| 185634201 | CLNN | CLENE INC | $2.4M | 0.31% | 477,515 | Common | SOLE |
| 68622P109 | ORIC | ORIC PHARMACEUTICALS INC | $2.2M | 0.29% | 176,500 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $2.2M | 0.28% | 300,000 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $1.9M | 0.26% | 1,500,000 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $1.7M | 0.23% | 70,000 | Common | SOLE |
| 48576U205 | KPTI | KARYOPHARM THERAPEUTICS INC | $1.7M | 0.22% | 302,536 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $1.6M | 0.20% | 100,000 | Common | SOLE |
| 91678A107 | UPB | UPSTREAM BIO INC | $1.4M | 0.18% | 150,000 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $793,333 | 0.10% | 666,666 | Common | SOLE |
| 713317105 | PEPG | PEPGEN INC | $483,019 | 0.06% | 272,892 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $410,652 | 0.05% | 20,400 | Common | SOLE |
| 75901B107 | RGNX | REGENXBIO INC | $125,700 | 0.02% | 15,000 | Common | SOLE |
| 86889P117 | SRZNW | SURROZEN INC | $1,067 | 0.00% | 66,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.