Filed: 5/15/2026ACC: 0001213900-26-057335
📋 What this filing means
BOXER CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $761.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$761.65M
Total AUM (reported)
48.50M
Total Shares
Allocation by class
COM$615.28M80.8%
COM NEW$75.57M9.9%
SPONSORED ADS$25.89M3.4%
COM SHS$17.16M2.3%
SHS$10.82M1.4%
CL A$6.45M0.8%
CLASS A ORD SHS$5.36M0.7%
Portfolio Concentration
Top 3$328.04M43.1%
4–10$154.28M20.3%
11–25$181.48M23.8%
Rest$97.86M12.8%
Top 3 weight
43.1%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 48.50M
Sole
Full voting authority
48.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
TANGO THERAPEUTICS INC
SOLEShares10.88M
TypeSH
Market value$227.53M
29.87%
Sole
10.88M
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares1.36M
TypeSH
Market value$51.88M
6.81%
Sole
1.36M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares500K
TypeSH
Market value$48.63M
6.38%
Sole
500K
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares329.10K
TypeSH
Market value$27.41M
3.60%
Sole
329.10K
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares225K
TypeSH
Market value$25.68M
3.37%
Sole
225K
Shared
0.00
None
0.00
SURROZEN INC
SOLEShares766.32K
TypeSH
Market value$22.32M
2.93%
Sole
766.32K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares200K
TypeSH
Market value$22.27M
2.92%
Sole
200K
Shared
0.00
None
0.00
TERNS PHARMACEUTICALS INC
SOLEShares375K
TypeSH
Market value$19.77M
2.60%
Sole
375K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares325K
TypeSH
Market value$18.89M
2.48%
Sole
325K
Shared
0.00
None
0.00
CAPRICOR THERAPEUTICS INC
SOLEShares590K
TypeSH
Market value$17.94M
2.35%
Sole
590K
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares170K
TypeSH
Market value$17.92M
2.35%
Sole
170K
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares1.87M
TypeSH
Market value$16.72M
2.20%
Sole
1.87M
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC
SOLEShares1.10M
TypeSH
Market value$16.09M
2.11%
Sole
1.10M
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares46.46K
TypeSH
Market value$14.97M
1.97%
Sole
46.46K
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares200K
TypeSH
Market value$13.63M
1.79%
Sole
200K
Shared
0.00
None
0.00
PRECIGEN INC
SOLEShares3.50M
TypeSH
Market value$13.54M
1.78%
Sole
3.50M
Shared
0.00
None
0.00
DEFINIUM THERAPEUTICS INC
SOLEShares598.50K
TypeSH
Market value$11.31M
1.49%
Sole
598.50K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares800K
TypeSH
Market value$11.12M
1.46%
Sole
800K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares662K
TypeSH
Market value$10.82M
1.42%
Sole
662K
Shared
0.00
None
0.00
OPUS GENETICS INC
SOLEShares2.25M
TypeSH
Market value$10.24M
1.34%
Sole
2.25M
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares250K
TypeSH
Market value$10.08M
1.32%
Sole
250K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares500K
TypeSH
Market value$8.99M
1.18%
Sole
500K
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares1.18M
TypeSH
Market value$8.99M
1.18%
Sole
1.18M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares225K
TypeSH
Market value$8.66M
1.14%
Sole
225K
Shared
0.00
None
0.00
PALISADE BIO INC
SOLEShares4.80M
TypeSH
Market value$8.40M
1.10%
Sole
4.80M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TANGO THERAPEUTICS INCSOLE | COM | 10.88M | SH | $227.53M 29.87% | 10.88M | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 1.36M | SH | $51.88M 6.81% | 1.36M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 500K | SH | $48.63M 6.38% | 500K | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 329.10K | SH | $27.41M 3.60% | 329.10K | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 225K | SH | $25.68M 3.37% | 225K | 0.00 | 0.00 |
SURROZEN INCSOLE | COM NEW | 766.32K | SH | $22.32M 2.93% | 766.32K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 200K | SH | $22.27M 2.92% | 200K | 0.00 | 0.00 |
TERNS PHARMACEUTICALS INCSOLE | COM | 375K | SH | $19.77M 2.60% | 375K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 325K | SH | $18.89M 2.48% | 325K | 0.00 | 0.00 |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 590K | SH | $17.94M 2.35% | 590K | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 170K | SH | $17.92M 2.35% | 170K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 1.87M | SH | $16.72M 2.20% | 1.87M | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 1.10M | SH | $16.09M 2.11% | 1.10M | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 46.46K | SH | $14.97M 1.97% | 46.46K | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 200K | SH | $13.63M 1.79% | 200K | 0.00 | 0.00 |
PRECIGEN INCSOLE | COM | 3.50M | SH | $13.54M 1.78% | 3.50M | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | COM SHS | 598.50K | SH | $11.31M 1.49% | 598.50K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 800K | SH | $11.12M 1.46% | 800K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 662K | SH | $10.82M 1.42% | 662K | 0.00 | 0.00 |
OPUS GENETICS INCSOLE | COM | 2.25M | SH | $10.24M 1.34% | 2.25M | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 250K | SH | $10.08M 1.32% | 250K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 500K | SH | $8.99M 1.18% | 500K | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 1.18M | SH | $8.99M 1.18% | 1.18M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 225K | SH | $8.66M 1.14% | 225K | 0.00 | 0.00 |
PALISADE BIO INCSOLE | COM | 4.80M | SH | $8.40M 1.10% | 4.80M | 0.00 | 0.00 |
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