Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Boxer Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Boxer Capital Management, LLC (CIK 2018299) reported $1.33B across 63 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TNGX ($340.0M, 25.61%), RVMD ($93.6M, 7.05%), ABVX ($80.6M, 6.07%), QURE ($69.2M, 5.21%), KOD ($57.6M, 4.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TNGXTANGO THERAPEUTICS INC$340.0M25.61%10.9MHold
2RVMDREVOLUTION MEDICINES INC$93.6M7.05%500,000Hold
3ABVXABIVAX SA$80.6M6.07%605,000Added
4QUREUNIQURE NV$69.2M5.21%1.5MAdded
5KODKODIAK SCIENCES INC$57.6M4.34%1.5MAdded
6KYMRKYMERA THERAPEUTICS INC$49.2M3.71%429,100Added
7DFTXDEFINIUM THERAPEUTICS INC$47.0M3.54%998,500Added
8REPLREPLIMUNE GROUP INC$44.1M3.32%4.0MAdded
9CELCCELCUITY INC$43.6M3.28%416,530Added
10QTTBQ32 BIO INC$40.1M3.02%3.1MNew
11CAPRCAPRICOR THERAPEUTICS INC$33.6M2.53%1.4MAdded
12PGENPRECIGEN INC$29.4M2.21%5.2MAdded
13CORTCORCEPT THERAPEUTICS INC$29.2M2.20%335,500Added
14SRZNSurrozen Inc.$27.0M2.03%1.1MAdded
15PTGXPROTAGONIST THERAPEUTICS INC$20.8M1.57%170,000Hold
16VIRVIR BIOTECHNOLOGY INC$19.0M1.43%1.9MHold
17PCVXVAXCYTE INC$18.9M1.42%325,000Hold
18URGNUROGEN PHARMA LTD$18.4M1.39%500,000Hold
19CRVSCORVUS PHARMACEUTICALS INC$16.4M1.24%1.1MHold
20PTCTPTC THERAPEUTICS INC$16.3M1.23%200,000Hold
21PRAXPRAXIS PRECISION MEDICINES I$15.6M1.17%46,457Hold
22AMLXAMYLYX PHARMACEUTICALS INC$14.4M1.08%800,000Hold
23OCULOCULAR THERAPEUTIX INC$12.8M0.96%1.3MAdded
24IRDOPUS GENETICS INC$11.6M0.87%2.8MAdded
25PALIPALISADE BIO INC$10.0M0.76%4.8MHold

Source: SEC Form 13F filings · as of 2026-06-30