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Boxer Capital Management LLC

Portfolio Manager
Boxer Capital Management LLC
Performance
+41.09% (2026 Q1)
AUM (13F)
$761.65M
# of Holdings
54
Performance Rank
Allocation (Top 20)
81.22%

Boxer Capital Management LLC Holdings Map

Top 50 Boxer Capital Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TNGX
TANGO THERAPEUTICS INC
29.87%10.88M$227.5M
+0.00%(+0)
2025-Q1: 10.38M shares2025-Q2: 9.77M shares2025-Q3: 9.77M shares2025-Q4: 10.88M shares2026-Q1: 10.88M shares
$5.72(+414.71%)
2026-03-31
KOD
KODIAK SCIENCES INC
6.81%1.36M$51.9M
+19.81%(+225.00K)
2025-Q1: 1.03M shares2025-Q2: 750.0K shares2025-Q3: 750.0K shares2025-Q4: 1.14M shares2026-Q1: 1.36M shares
$15.21(+153.37%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
6.38%500.0K$48.6M
+25.00%(+100.00K)
2025-Q1: 1.32M shares2025-Q2: 793.0K shares2025-Q3: 400.0K shares2025-Q4: 400.0K shares2026-Q1: 500.0K shares
$53.33(+254.87%)
2026-03-31
KYMR
KYMERA THERAPEUTICS INC
3.6%329.1K$27.4M
+0.00%(+0)
2025-Q1: 325.0K shares2025-Q2: 432.0K shares2025-Q3: 319.1K shares2025-Q4: 329.1K shares2026-Q1: 329.1K shares
$42.77(+165.37%)
2026-03-31
CELC
CELCUITY INC
3.37%225.0K$25.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 90.0K shares2025-Q4: 225.0K shares2026-Q1: 225.0K shares
$57.29(+88.42%)
2026-03-31
SRZN
SURROZEN INC
2.93%766.3K$22.3M
+84.14%(+350.17K)
2025-Q1: 66.7K shares2025-Q2: 66.7K shares2025-Q3: 66.7K shares2025-Q4: 416.1K shares2026-Q1: 766.3K shares
$20.79(+19.86%)
2026-03-31
ABVX
ABIVAX SA
2.92%200.0K$22.3M
+60.00%(+75.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 120.0K shares2025-Q4: 125.0K shares2026-Q1: 200.0K shares
$76.68(+88.65%)
2026-03-31
TERN
TERNS PHARMACEUTICALS INC
2.6%375.0K$19.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 375.0K shares2026-Q1: 375.0K shares
$6.94(+662.97%)
2026-03-31
PCVX
VAXCYTE INC
2.48%325.0K$18.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 325.0K shares
$52.13(+12.02%)
2026-03-31
CAPR
CAPRICOR THERAPEUTICS INC
2.35%590.0K$17.9M
+81.54%(+265.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 325.0K shares2026-Q1: 590.0K shares
$23.24(-0.14%)
2026-03-31

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