Boxer Capital Management, LLC
CIK 2018299 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- TNGX25.61%
- RVMD7.05%
- ABVX6.07%
- QURE5.21%
- KOD4.34%
- KYMR3.71%
- DFTX3.54%
- REPL3.32%
- CELC3.28%
- QTTB3.02%
Share classes counted separately65.15%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TNGXWeight decreased · -4.26 pp29.87% → 25.61%Shares 0 (0.00%)
- QUREWeight increased · +3.79 pp1.42% → 5.21%Shares +841.30K (+127.08%)
- ABVXWeight increased · +3.15 pp2.92% → 6.07%Shares +405.00K (+202.50%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TNGXTANGO THERAPEUTICS INC View history and evidence | $339.99M | 25.61% | 10.88M shares | 29.87% → 25.61%-4.26 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | RVMDREVOLUTION MEDICINES INC View history and evidence | $93.64M | 7.05% | 500.00K shares | 6.38% → 7.05%+0.67 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | ABVXABIVAX SA-ADRSPONSORED ADS View history and evidence | $80.62M | 6.07% | 605.00K shares | 2.92% → 6.07%+3.15 pp +405.00K (+202.50%) | Added | ↗▾ |
| 04 | QUREUNIQURE NVSHS View history and evidence | $69.24M | 5.21% | 1.50M shares | 1.42% → 5.21%+3.79 pp +841.30K (+127.08%) | Added | ↗▾ |
| 05 | KODKODIAK SCIENCES INC View history and evidence | $57.57M | 4.34% | 1.48M shares | 6.81% → 4.34%-2.47 pp +116.60K (+8.57%) | Added | ↗▾ |
| 06 | KYMRKYMERA THERAPEUTICS INC View history and evidence | $49.20M | 3.71% | 429.10K shares | 3.60% → 3.71%+0.11 pp +100.00K (+30.39%) | Added | ↗▾ |
| 07 | DFTXDEFINIUM THERAPEUTICS INCCOM SHS View history and evidence | $46.97M | 3.54% | 998.50K shares | 1.49% → 3.54%+2.05 pp +400.00K (+66.83%) | Added | ↗▾ |
| 08 | REPLREPLIMUNE GROUP INC View history and evidence | $44.09M | 3.32% | 3.98M shares | 1.18% → 3.32%+2.14 pp +2.81M (+238.98%) | Added | ↗▾ |
| 09 | CELCCELCUITY INC View history and evidence | $43.58M | 3.28% | 416.53K shares | 3.37% → 3.28%-0.09 pp +191.53K (+85.12%) | Added | ↗▾ |
| 10 | QTTBQ32 BIO INC View history and evidence | $40.12M | 3.02% | 3.15M shares | Prior unavailable +3.15M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TERN TERNS PHARMACEUTICALS INC | Non-derivative | -375,000 | -$19.77M | SEC filing ↗ | SEC filing ↗ |
| SLNO SOLENO THERAPEUTICS INC | Non-derivative | -200,000 | -$6.70M | SEC filing ↗ | SEC filing ↗ |
| KALV KALVISTA PHARMACEUTICALS INC | Non-derivative | -20,400 | -$410.65K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2018299 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1327787255
}Research all 63 reported holdings.
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