Q2 2025 · 13F-HR/A
Boxer Capital Management, LLCholdings as filed
Filed 2026-02-17 · accession 0002018299-26-000004
$198.7M
Reported value
20
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $50.0M | 25.2% | 9,771,485 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $29.2M | 14.7% | 792,977 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $20.5M | 10.3% | 2,211,341 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $19.2M | 9.66% | 365,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $18.9M | 9.49% | 432,010 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $12.5M | 6.31% | 899,500 | Common | SOLE |
| 46565G104 | 5E7 | ITEOS THERAPEUTICS INC | $8.2M | 4.14% | 825,000 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $7.9M | 3.97% | 575,000 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $7.9M | 3.95% | 1,225,000 | Common | SOLE |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $7.3M | 3.69% | 453,686 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $3.3M | 1.67% | 60,000 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $3.2M | 1.63% | 125,000 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $2.8M | 1.41% | 750,000 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $2.7M | 1.35% | 55,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $2.0M | 1.00% | 175,000 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $1.5M | 0.74% | 70,700 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $1.1M | 0.53% | 93,400 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $427,500 | 0.22% | 25,000 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC | $71,973 | 0.04% | 266,666 | Common | SOLE |
| 86889P117 | SRZNW | SURROZEN INC | $1,207 | 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.