StockDriftsStockDriftsTop 50 Boxer Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TNGX | TANGO THERAPEUTICS INC | 25.61% | 10.88M | $340.0M | +0.00%(+0) | $5.72(+347.27%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 7.05% | 500.0K | $93.6M | +0.00%(+0) | $53.33(+282.01%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 6.07% | 605.0K | $80.6M | +202.50%(+405.00K) | $103.92(+14.47%) | 2026-06-30 | |
| QURE | UNIQURE NV | 5.21% | 1.50M | $69.2M | +127.08%(+841.30K) | $24.23(+100.63%) | 2026-06-30 | |
| KOD | KODIAK SCIENCES INC | 4.34% | 1.48M | $57.6M | +8.57%(+116.60K) | $16.88(+145.02%) | 2026-06-30 | |
| KYMR | KYMERA THERAPEUTICS INC | 3.71% | 429.1K | $49.2M | +30.39%(+100.00K) | $55.43(+111.78%) | 2026-06-30 | |
| DFTX | DEFINIUM THERAPEUTICS INC | 3.54% | 998.5K | $47.0M | +66.83%(+400.00K) | $22.60(+88.59%) | 2026-06-30 | |
| REPL | REPLIMUNE GROUP INC | 3.32% | 3.98M | $44.1M | +238.98%(+2.81M) | $9.48(+57.93%) | 2026-06-30 | |
| CELC | CELCUITY INC | 3.28% | 416.5K | $43.6M | +85.12%(+191.53K) | $79.89(+15.15%) | 2026-06-30 | |
| QTTB | Q32 BIO INC | 3.02% | 3.15M | $40.1M | new | $9.32(+62.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +229.85% |
| Top 20 Holdings Unweighted | — | — | — | — | +196.76% |
Boxer Capital Management LLC reports $1.33B in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are TNGX (25.6%), RVMD (7.0%) and ABVX (6.1%). The top 20 holdings account for 82.4% of reported assets. Its disclosed equity book has returned +229.85% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Boxer Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2018299). View Boxer Capital Management LLC’s 13F filings on SEC