Q3 2025 · 13F-HR/A
Boxer Capital Management, LLCholdings as filed
Filed 2026-02-17 · accession 0002018299-26-000005
$313.7M
Reported value
34
Positions
2025-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $82.1M | 26.2% | 9,771,485 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $46.7M | 14.9% | 800,000 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $18.7M | 5.95% | 400,000 | Common | SOLE |
| 501575104 | KYMR | KYMERA THERAPEUTICS INC | $18.1M | 5.76% | 319,100 | Common | SOLE |
| 50015M109 | KOD | KODIAK SCIENCES INC | $12.3M | 3.91% | 750,000 | Common | SOLE |
| 69366J200 | PTCT | PTC THERAPEUTICS INC | $12.3M | 3.91% | 200,000 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $12.2M | 3.90% | 900,000 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $11.5M | 3.66% | 575,000 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $11.3M | 3.60% | 120,000 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $11.0M | 3.50% | 200,000 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $10.2M | 3.25% | 120,000 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $7.3M | 2.33% | 110,000 | Common | SOLE |
| 640268306 | NKTR | NEKTAR THERAPEUTICS | $7.1M | 2.27% | 125,000 | Common | SOLE |
| G2545C104 | CBIO | CRESCENT BIOPHARMA INC. | $5.4M | 1.72% | 453,686 | Common | SOLE |
| 45773H409 | INO | INOVIO PHARMACEUTICALS INC | $5.4M | 1.72% | 2,300,000 | Common | SOLE |
| 803607100 | SRPT | SAREPTA THERAPEUTICS INC | $4.8M | 1.54% | 250,000 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $4.6M | 1.47% | 48,000 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $4.4M | 1.42% | 90,000 | Common | SOLE |
| 76029N106 | REPL | REPLIMUNE GROUP INC | $4.4M | 1.40% | 1,050,000 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $3.7M | 1.18% | 600,000 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $3.6M | 1.16% | 250,000 | Common | SOLE |
| 74017N105 | PGEN | PRECIGEN INC | $2.8M | 0.89% | 850,000 | Common | SOLE |
| 03770N101 | APGE | APOGEE THERAPEUTICS INC | $2.0M | 0.63% | 50,000 | Common | SOLE |
| 60255C885 | BRD1EUR | MIND MEDICINE MINDMED INC | $1.9M | 0.61% | 163,500 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.8M | 0.57% | 250,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $1.6M | 0.52% | 175,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $1.6M | 0.51% | 125,000 | Common | SOLE |
| 59935V107 | MIST | MILESTONE PHARMACEUTICALS IN | $1.3M | 0.42% | 666,666 | Common | SOLE |
| 713317105 | PEPG | PEPGEN INC | $1.2M | 0.37% | 250,000 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $1.1M | 0.35% | 70,000 | Common | SOLE |
| 45783C200 | TIL | INSTIL BIO INC | $1.1M | 0.35% | 60,700 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $248,472 | 0.08% | 20,400 | Common | SOLE |
| 67080N119 | NUVB/WS | NUVATION BIO INC | $53,893 | 0.02% | 266,666 | Common | SOLE |
| 86889P117 | SRZNW | SURROZEN INC | $1,000 | 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.