Q2 2026 13F · SEC CIK 2018299

Boxer Capital Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 63
Holdings vs S&P 500, 3 yrs: —
Assets under management: $578.2M

Boxer Capital Management, LLC is a hedge fund that reported 63 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Tango Therapeutics Inc (TNGX, 25.6%), Revolution Medicines Inc (RVMD, 7.1%), Abivax SA (ABVX, 6.1%).

Boxer Capital Management, LLC holdings largest 50 of 63 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Boxer Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TNGXTango Therapeutics Inc	25.6%	29.9%	10,876,219	+0.0%	$340.0M
RVMDRevolution Medicines Inc	7.1%	6.4%	500,000	+0.0%	$93.6M
ABVXAbivax SA	6.1%	2.9%	605,000	+202.5%	$80.6M
QUREUniqure NV	5.2%	1.4%	1,503,300	+127.1%	$69.2M
KODKodiak Sciences Inc	4.3%	6.8%	1,477,600	+8.6%	$57.6M
KYMRKymera Therapeutics Inc	3.7%	3.6%	429,100	+30.4%	$49.2M
24477V105Definium Therapeutics Inc	3.5%	1.5%	998,500	+66.8%	$47.0M
REPLReplimune Group Inc	3.3%	1.2%	3,983,000	+239.0%	$44.1M
CELCCelcuity Inc	3.3%	3.4%	416,530	+85.1%	$43.6M
QTTBQ32 Bio Inc	3.0%	—	3,149,310	—	$40.1M
CAPRCapricor Therapeutics Inc	2.5%	2.4%	1,395,156	+136.5%	$33.6M
PGENPrecigen Inc	2.2%	1.8%	5,150,000	+47.1%	$29.4M
CORTCorcept Therapeutics Inc	2.2%	1.3%	335,500	+34.2%	$29.2M
SRZNSurrozen Inc	2.0%	2.9%	1,105,683	+44.3%	$27.0M
PTGXProtagonist Therapeutics Inc	1.6%	2.4%	170,000	+0.0%	$20.8M
VIRVir Biotechnology Inc	1.4%	2.2%	1,866,000	+0.0%	$19.0M
PCVXVaxcyte Inc	1.4%	2.5%	325,000	+0.0%	$18.9M
URGNUrogen Pharma Ltd	1.4%	1.2%	500,000	+0.0%	$18.4M
CRVSCorvus Pharmaceuticals Inc Com	1.2%	2.1%	1,100,000	+0.0%	$16.4M
PTCTPtc Therapeutics Inc	1.2%	1.8%	200,000	+0.0%	$16.3M
PRAXPraxis Precision Medicines I	1.2%	2.0%	46,457	+0.0%	$15.6M
AMLXAmylyx Pharmaceuticals Inc	1.1%	1.5%	800,000	+0.0%	$14.4M
OCULOcular Therapeutix Inc	1.0%	0.4%	1,300,000	+271.4%	$12.8M
IRDOpus Genetics Inc	0.9%	1.3%	2,815,000	+25.1%	$11.6M
PALIPalisade Bio Inc	0.8%	1.1%	4,799,875	+0.0%	$10.0M
APGEApogee Therapeutics Inc	0.7%	0.8%	70,000	+0.0%	$9.3M
SYRESpyre Therapeutics	0.7%	—	100,000	—	$8.9M
COGTCogent Biosciences Inc	0.7%	1.1%	225,000	+0.0%	$8.7M
CYTKCytokinetics	0.6%	0.9%	100,000	+0.0%	$8.5M
RLAYRelay Therapeutics Inc	0.6%	—	450,000	—	$8.4M
GLYCCrescent Biopharma Inc.	0.6%	1.1%	453,686	+0.0%	$8.2M
CTNMContineum Therapeutics Inc	0.6%	0.8%	494,000	+0.0%	$8.1M
KZIAKazia Therapeutics Ltd	0.6%	—	560,000	—	$7.9M
STTKShattuck Labs Inc	0.5%	—	1,000,000	—	$6.9M
AVTXAvalo Therapeutics Inc	0.5%	0.6%	375,000	+25.0%	$6.9M
FBRXForte Biosciences Inc	0.4%	—	274,500	—	$5.8M
RLMDRelmada Therapeutics Inc	0.4%	0.8%	842,106	+0.0%	$5.8M
MLTXMoonlake Immunotherapeutics	0.4%	0.7%	275,000	+0.0%	$5.4M
ZURAZura Bio Ltd	0.4%	0.7%	900,000	+0.0%	$5.3M
23256X407Cybin Inc	0.4%	0.4%	790,000	+23.4%	$5.2M
ODTXOdyssey Therapeutics, Inc.	0.4%	—	275,000	—	$5.1M
IMTXImmatics NV	0.4%	—	475,000	—	$4.8M
FTHFaeth Therapeutics Inc	0.3%	—	180,505	—	$4.5M
GPCRStructure Therapeutics F Unspo	0.3%	0.5%	75,000	+0.0%	$4.0M
ORICOric Pharmaceuticals Inc	0.3%	0.3%	350,000	+98.3%	$3.8M
ANTXAn2 Therapeutics Inc	0.3%	0.3%	749,035	+0.0%	$3.6M
NMRANeumora Therapeutics Inc.	0.3%	—	2,000,000	—	$3.4M
INOInovio Pharmaceuticals Inc	0.2%	0.5%	2,844,994	+20.0%	$3.1M
ALLOAllogene Therapeutics Inc	0.2%	0.9%	1,500,000	-45.0%	$3.1M
SLDBSolid Bioscience Inc.	0.2%	0.3%	300,000	+0.0%	$3.0M

What Boxer Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	63
Q1 2026	$761.7M	54
Q4 2025	$456.9M	45
Q3 2025	$313.7M	34
Q4 2024	$1.2B	60

Questions about Boxer Capital Management, LLC's portfolio

What stocks does Boxer Capital Management, LLC own?

Boxer Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 63 positions worth $1.3B. The largest are Tango Therapeutics Inc (TNGX) at 25.6%, Revolution Medicines Inc (RVMD) at 7.1%, Abivax SA (ABVX) at 6.1%, Uniqure NV (QURE) at 5.2% and Kodiak Sciences Inc (KOD) at 4.3%.

What did Boxer Capital Management, LLC buy last quarter?

In Q2 2026, Boxer Capital Management, LLC added Ocular Therapeutix Inc (OCUL) (+271.4% shares), Replimune Group Inc (REPL) (+239.0% shares) and Abivax SA (ABVX) (+202.5% shares), compared with its Q1 2026 filing.

What did Boxer Capital Management, LLC sell last quarter?

In Q2 2026, Boxer Capital Management, LLC cut from its top 50 Terns Pharmaceuticals Inc (TERN), cut from its top 50 Soleno Therapeutics Inc (SLNO), cut from its top 50 Sarepta Therapeutics Inc (SRPT), cut from its top 50 Clene Inc (CLNN), cut from its top 50 Invivyd Inc (IVVD) and Allogene Therapeutics Inc (ALLO) (-45.0% shares), compared with its Q1 2026 filing.

When is Boxer Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Boxer Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Boxer Capital Management, LLC manage?

Boxer Capital Management, LLC reported $578.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.3B.