Investor
Boxer Capital Management, LLC
CIK 0002018299 · filed 2026-05-15 · SEC filing
13F book
$761.7M
Positions
54
13 new · 4 sold
Largest name
29.9%
Tango Therapeutics, Inc. · TNGX
Est. mark
$148.6M
Price effect on 41 names still held. Flow $156.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tango Therapeutics, Inc. | TNGX | 10.9M | $227.5M | 29.9% | $131.2M | Held |
| Kodiak Sciences Inc. | KOD | 1.36M | $51.9M | 6.8% | $11.5M | Added$20.1M |
| Revolution Medicines Inc | — | 500K | $48.6M | 6.4% | $7.04M | Added$16.8M |
| Kymera Therapeutics, Inc. | KYMR | 329.1K | $27.4M | 3.6% | $1.8M | Held |
| Celcuity Inc. | CELC | 225K | $25.7M | 3.4% | $3.24M | Held |
| Surrozen Inc | — | 766.3K | $22.3M | 2.9% | $2.72M | Added$12.9M |
| Abivax Sa | — | 200K | $22.3M | 2.9% | −$2.94M | Added$5.41M |
| Terns Pharmaceuticals Inc | — | 375K | $19.8M | 2.6% | $4.62M | Held |
| Vaxcyte, Inc. | PCVX | 325K | $18.9M | 2.5% | — | New |
| Capricor Therapeutics, Inc. | CAPR | 590K | $17.9M | 2.4% | $500.5K | Added$8.56M |
| Protagonist Therapeutics, Inc | PTGX | 170K | $17.9M | 2.4% | $3.07M | Held |
| Vir Biotechnology, Inc. | VIR | 1.87M | $16.7M | 2.2% | $1.83M | Added$13M |
| Corvus Pharmaceuticals, Inc. | CRVS | 1.1M | $16.1M | 2.1% | — | New |
| Praxis Precision Medicines I | — | 46.5K | $15M | 2.0% | $1.28M | Held |
| Ptc Therapeutics, Inc. | PTCT | 200K | $13.6M | 1.8% | −$1.57M | Held |
| Precigen, Inc. | PGEN | 3.5M | $13.5M | 1.8% | −$426.2K | Added$7.8M |
| Definium Therape | DFTX | 598.5K | $11.3M | 1.5% | — | New |
| Amylyx Pharmaceuticals, Inc. | AMLX | 800K | $11.1M | 1.5% | $1.46M | Held |
| Uniqure Nv | — | 662K | $10.8M | 1.4% | −$2.2M | Added$3.88M |
| Opus Genetics, Inc. | IRD | 2.25M | $10.2M | 1.3% | — | New |
| Corcept Therapeutics Inc | CORT | 250K | $10.1M | 1.3% | — | New |
| UroGen Pharma Ltd. | URGN | 500K | $8.99M | 1.2% | −$2.72M | Held |
| Replimune Group, Inc. | REPL | 1.18M | $8.99M | 1.2% | −$1.55M | Added$1.7M |
| Cogent Biosciences, Inc. | COGT | 225K | $8.66M | 1.1% | $668.2K | Held |
| Palisade Bio, Inc. | PALI | 4.8M | $8.4M | 1.1% | −$2.88M | Held |
| Crescent Biopharma, Inc. | CBIO | 453.7K | $8.33M | 1.1% | — | New |
| Soleno Therapeutics Inc | — | 200K | $6.7M | 0.9% | — | New |
| Allogene Therapeutics, Inc. | ALLO | 2.73M | $6.65M | 0.9% | — | New |
| Cytokinetics Inc | CYTK | 100K | $6.59M | 0.9% | $237K | Held |
| Contineum Therapeutics, Inc. | CTNM | 494K | $6.45M | 0.8% | $805.2K | Held |
| Apogee Therapeutics, Inc. | APGE | 70K | $5.89M | 0.8% | $608.3K | Held |
| Relmada Therapeutics, Inc. | RLMD | 842.1K | $5.86M | 0.8% | — | New |
| Zura Bio Ltd | ZURA | 900K | $5.36M | 0.7% | $35.5K | Added$5.09M |
| Moonlake Immunotherapeutics | MLTX | 275K | $5.13M | 0.7% | $1.5M | Held |
| Avalo Therapeutics, Inc. | AVTX | 300K | $4.48M | 0.6% | −$888.3K | Added−$515K |
| Inovio Pharmaceuticals, Inc. | INO | 2.37M | $4.12M | 0.5% | −$0 | Cut−$87K |
| Structure Therapeutics Inc. | GPCR | 75K | $3.62M | 0.5% | −$1.6M | Held |
| Sarepta Therapeutics, Inc. | SRPT | 150K | $3.26M | 0.4% | $36K | Held |
| Cybin Inc. | HELP | 640K | $3.07M | 0.4% | −$2.16M | Cut−$2.78M |
| Ocular Therapeutix, Inc | OCUL | 350K | $2.96M | 0.4% | — | New |
| AN2 Therapeutics, Inc. | ANTX | 749K | $2.56M | 0.3% | — | New |
| Clene Inc. | CLNN | 477.5K | $2.35M | 0.3% | −$187.8K | Added$1.18M |
| Oric Pharmaceuticals, Inc. | ORIC | 176.5K | $2.24M | 0.3% | — | New |
| Solid Biosciences Inc. | SLDB | 300K | $2.16M | 0.3% | $468K | Held |
| Invivyd, Inc. | IVVD | 1.5M | $1.95M | 0.3% | −$1.76M | Held |
| Lb Pharmaceuticals Inc | LBRX | 70K | $1.73M | 0.2% | $168K | Held |
| Karyopharm Therapeutics Inc. | KPTI | 302.5K | $1.69M | 0.2% | −$452K | Added−$173.5K |
| Nurix Therapeutics, Inc. | NRIX | 100K | $1.55M | 0.2% | −$347K | Held |
| Upstream Bio, Inc. | UPB | 150K | $1.35M | 0.2% | −$2.72M | Held |
| Milestone Pharmaceuticals In | — | 666.7K | $793.3K | 0.1% | −$553.3K | Held |
| PepGen Inc. | PEPG | 272.9K | $483K | 0.1% | −$1.29M | Cut−$1.95M |
| Kalvista Pharmaceuticals Inc | — | 20.4K | $410.7K | 0.1% | $81.2K | Held |
| REGENXBIO Inc. | RGNX | 15K | $125.7K | 0.0% | — | New |
| Surrozen Inc | — | 66.7K | $1.07K | 0.0% | −$266 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.