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 (2026-03-31)

Boxer Capital Management, LLC (CIK 2018299) reported $761.7M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TNGX ($227.5M, 29.87%), KOD ($51.9M, 6.81%), RVMD ($48.6M, 6.38%), KYMR ($27.4M, 3.60%), CELC ($25.7M, 3.37%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TNGXTANGO THERAPEUTICS INC$227.5M29.87%10.9MHold
2KODKODIAK SCIENCES INC$51.9M6.81%1.4MAdded
3RVMDREVOLUTION MEDICINES INC$48.6M6.38%500,000Added
4KYMRKYMERA THERAPEUTICS INC$27.4M3.60%329,100Hold
5CELCCELCUITY INC$25.7M3.37%225,000Hold
6SRZNSURROZEN INC$22.3M2.93%766,318Added
7ABVXABIVAX SA$22.3M2.92%200,000Added
8TERNTERNS PHARMACEUTICALS INC$19.8M2.60%375,000Hold
9PCVXVAXCYTE INC$18.9M2.48%325,000New
10CAPRCAPRICOR THERAPEUTICS INC$17.9M2.35%590,000Added
11PTGXPROTAGONIST THERAPEUTICS INC$17.9M2.35%170,000Hold
12VIRVIR BIOTECHNOLOGY INC$16.7M2.20%1.9MAdded
13CRVSCORVUS PHARMACEUTICALS INC$16.1M2.11%1.1MNew
14PRAXPRAXIS PRECISION MEDICINES I$15.0M1.97%46,457Hold
15PTCTPTC THERAPEUTICS INC$13.6M1.79%200,000Hold
16PGENPRECIGEN INC$13.5M1.78%3.5MAdded
17DEFINIUM THERAPEUTICS INC$11.3M1.49%598,500New
18AMLXAMYLYX PHARMACEUTICALS INC$11.1M1.46%800,000Hold
19QUREUNIQURE NV$10.8M1.42%662,000Added
20IRDOPUS GENETICS INC$10.2M1.34%2.2MNew
21CORTCORCEPT THERAPEUTICS INC$10.1M1.32%250,000New
22REPLREPLIMUNE GROUP INC$9.0M1.18%1.2MAdded
23URGNUROGEN PHARMA LTD$9.0M1.18%500,000Hold
24COGTCOGENT BIOSCIENCES INC$8.7M1.14%225,000Hold
25PALIPALISADE BIO INC$8.4M1.10%4.8MHold

Source: SEC Form 13F filings · as of 2026-03-31