Boxer Capital Management, LLC
CIK 2018299 · Holdings on Mar 31, 2025 · First reported May 15, 2025
Top ten holdings
Q1 2025- RVMD14.02%
- NUVL9.60%
- MRUS8.86%
- RNA7.68%
- ANAB7.27%
- XENE6.05%
- REPL5.27%
- APLS4.69%
- CMRX4.63%
- TNGX4.28%
Share classes counted separately72.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ANABWeight increased · +5.80 pp1.47% → 7.27%Shares 0 (0.00%)
- XENEWeight increased · +4.05 pp2.00% → 6.05%Shares 0 (0.00%)
- CMRXWeight increased · +4.02 pp0.61% → 4.63%Shares -250.00K (-12.14%)
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 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RVMDREVOLUTION MEDICINES INC View history and evidence | $46.60M | 14.02% | 1.32M shares | 15.94% → 14.02%-1.92 pp -2.96M (-69.20%) | Reduced | ↗▾ |
| 02 | NUVLNUVALENT INC-A View history and evidence | $31.91M | 9.60% | 450.00K shares | 7.47% → 9.60%+2.13 pp -670.19K (-59.83%) | Reduced | ↗▾ |
| 03 | MRUSMERUS NV View history and evidence | $29.46M | 8.86% | 700.00K shares | 6.80% → 8.86%+2.06 pp -1.20M (-63.16%) | Reduced | ↗▾ |
| 04 | RNAAVIDITY BIOSCIENCES INC View history and evidence | $25.53M | 7.68% | 865.00K shares | 4.28% → 7.68%+3.40 pp -862.39K (-49.92%) | Reduced | ↗▾ |
| 05 | ANABANAPTYSBIO INC View history and evidence | $24.17M | 7.27% | 1.30M shares | 1.47% → 7.27%+5.80 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | XENEXENON PHARMACEUTICALS INC View history and evidence | $20.13M | 6.05% | 600.00K shares | 2.00% → 6.05%+4.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | REPLREPLIMUNE GROUP INC View history and evidence | $17.51M | 5.27% | 1.80M shares | 1.85% → 5.27%+3.42 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | APLSAPELLIS PHARMACEUTICALS INC View history and evidence | $15.59M | 4.69% | 713.00K shares | 3.87% → 4.69%+0.82 pp -713.00K (-50.00%) | Reduced | ↗▾ |
| 09 | CMRXCHIMERIX INC View history and evidence | $15.40M | 4.63% | 1.81M shares | 0.61% → 4.63%+4.02 pp -250.00K (-12.14%) | Reduced | ↗▾ |
| 10 | TNGXTANGO THERAPEUTICS INC View history and evidence | $14.22M | 4.28% | 10.38M shares | 2.73% → 4.28%+1.55 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SWTX SPRINGWORKS THERAPEUTICS INC | Non-derivative | -3,421,541 | -$123.62M | SEC filing ↗ | SEC filing ↗ |
| AXSM AXSOME THERAPEUTICS INC | Non-derivative | -470,000 | -$39.77M | SEC filing ↗ | SEC filing ↗ |
| SRRK SCHOLAR ROCK HOLDING CORP | Non-derivative | -750,000 | -$32.41M | SEC filing ↗ | SEC filing ↗ |
3 / 34 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-15
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0002018299-26-000003",
"cover_total": 332470540,
"filing_date": "2026-02-17",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 28,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0002018299-25-000002",
"filing_date": "2025-05-15",
"confidential": false,
"cover_table_value_total_raw": 332470540
}
],
"cover_table_value": 332470540
}Take these holdings further.
This page includes 28 of 28 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.