Filed: 8/14/2026ACC: 0001213900-26-090024
📋 What this filing means
BOXER CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $1.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$1.33B
Total AUM (reported)
65.56M
Total Shares
Allocation by class
COM$958.36M72.2%
COM NEW$126.57M9.5%
SPONSORED ADS$92.53M7.0%
SHS$74.05M5.6%
COM SHS$52.37M3.9%
CL A$8.10M0.6%
CLASS A ORD$5.35M0.4%
Portfolio Concentration
Top 3$514.25M38.7%
4–10$350.78M26.4%
11–25$293.27M22.1%
Rest$169.49M12.8%
Top 3 weight
38.7%
Top 10 weight
65.1%
Voting Authority Distribution
Total shares with voting rights: 65.56M
Sole
Full voting authority
65.56M
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)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
TANGO THERAPEUTICS INC
SOLEShares10.88M
TypeSH
Market value$339.99M
25.61%
Sole
10.88M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares500K
TypeSH
Market value$93.64M
7.05%
Sole
500K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares605K
TypeSH
Market value$80.62M
6.07%
Sole
605K
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares1.50M
TypeSH
Market value$69.24M
5.21%
Sole
1.50M
Shared
0.00
None
0.00
KODIAK SCIENCES INC
SOLEShares1.48M
TypeSH
Market value$57.57M
4.34%
Sole
1.48M
Shared
0.00
None
0.00
KYMERA THERAPEUTICS INC
SOLEShares429.10K
TypeSH
Market value$49.20M
3.71%
Sole
429.10K
Shared
0.00
None
0.00
DEFINIUM THERAPEUTICS INC
SOLEShares998.50K
TypeSH
Market value$46.97M
3.54%
Sole
998.50K
Shared
0.00
None
0.00
REPLIMUNE GROUP INC
SOLEShares3.98M
TypeSH
Market value$44.09M
3.32%
Sole
3.98M
Shared
0.00
None
0.00
CELCUITY INC
SOLEShares416.53K
TypeSH
Market value$43.58M
3.28%
Sole
416.53K
Shared
0.00
None
0.00
Q32 BIO INC
SOLEShares3.15M
TypeSH
Market value$40.12M
3.02%
Sole
3.15M
Shared
0.00
None
0.00
CAPRICOR THERAPEUTICS INC
SOLEShares1.40M
TypeSH
Market value$33.60M
2.53%
Sole
1.40M
Shared
0.00
None
0.00
PRECIGEN INC
SOLEShares5.15M
TypeSH
Market value$29.36M
2.21%
Sole
5.15M
Shared
0.00
None
0.00
CORCEPT THERAPEUTICS INC
SOLEShares335.50K
TypeSH
Market value$29.17M
2.20%
Sole
335.50K
Shared
0.00
None
0.00
Surrozen Inc.
SOLEShares1.11M
TypeSH
Market value$26.96M
2.03%
Sole
1.11M
Shared
0.00
None
0.00
PROTAGONIST THERAPEUTICS INC
SOLEShares170K
TypeSH
Market value$20.84M
1.57%
Sole
170K
Shared
0.00
None
0.00
VIR BIOTECHNOLOGY INC
SOLEShares1.87M
TypeSH
Market value$19.01M
1.43%
Sole
1.87M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares325K
TypeSH
Market value$18.89M
1.42%
Sole
325K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares500K
TypeSH
Market value$18.40M
1.39%
Sole
500K
Shared
0.00
None
0.00
CORVUS PHARMACEUTICALS INC
SOLEShares1.10M
TypeSH
Market value$16.43M
1.24%
Sole
1.10M
Shared
0.00
None
0.00
PTC THERAPEUTICS INC
SOLEShares200K
TypeSH
Market value$16.31M
1.23%
Sole
200K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES I
SOLEShares46.46K
TypeSH
Market value$15.55M
1.17%
Sole
46.46K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares800K
TypeSH
Market value$14.37M
1.08%
Sole
800K
Shared
0.00
None
0.00
OCULAR THERAPEUTIX INC
SOLEShares1.30M
TypeSH
Market value$12.77M
0.96%
Sole
1.30M
Shared
0.00
None
0.00
OPUS GENETICS INC
SOLEShares2.81M
TypeSH
Market value$11.57M
0.87%
Sole
2.81M
Shared
0.00
None
0.00
PALISADE BIO INC
SOLEShares4.80M
TypeSH
Market value$10.03M
0.76%
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 | $339.99M 25.61% | 10.88M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 500K | SH | $93.64M 7.05% | 500K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 605K | SH | $80.62M 6.07% | 605K | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 1.50M | SH | $69.24M 5.21% | 1.50M | 0.00 | 0.00 |
KODIAK SCIENCES INCSOLE | COM | 1.48M | SH | $57.57M 4.34% | 1.48M | 0.00 | 0.00 |
KYMERA THERAPEUTICS INCSOLE | COM | 429.10K | SH | $49.20M 3.71% | 429.10K | 0.00 | 0.00 |
DEFINIUM THERAPEUTICS INCSOLE | COM SHS | 998.50K | SH | $46.97M 3.54% | 998.50K | 0.00 | 0.00 |
REPLIMUNE GROUP INCSOLE | COM | 3.98M | SH | $44.09M 3.32% | 3.98M | 0.00 | 0.00 |
CELCUITY INCSOLE | COM | 416.53K | SH | $43.58M 3.28% | 416.53K | 0.00 | 0.00 |
Q32 BIO INCSOLE | COM | 3.15M | SH | $40.12M 3.02% | 3.15M | 0.00 | 0.00 |
CAPRICOR THERAPEUTICS INCSOLE | COM NEW | 1.40M | SH | $33.60M 2.53% | 1.40M | 0.00 | 0.00 |
PRECIGEN INCSOLE | COM | 5.15M | SH | $29.36M 2.21% | 5.15M | 0.00 | 0.00 |
CORCEPT THERAPEUTICS INCSOLE | COM | 335.50K | SH | $29.17M 2.20% | 335.50K | 0.00 | 0.00 |
Surrozen Inc.SOLE | COM NEW | 1.11M | SH | $26.96M 2.03% | 1.11M | 0.00 | 0.00 |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 170K | SH | $20.84M 1.57% | 170K | 0.00 | 0.00 |
VIR BIOTECHNOLOGY INCSOLE | COM | 1.87M | SH | $19.01M 1.43% | 1.87M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 325K | SH | $18.89M 1.42% | 325K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 500K | SH | $18.40M 1.39% | 500K | 0.00 | 0.00 |
CORVUS PHARMACEUTICALS INCSOLE | COM | 1.10M | SH | $16.43M 1.24% | 1.10M | 0.00 | 0.00 |
PTC THERAPEUTICS INCSOLE | COM | 200K | SH | $16.31M 1.23% | 200K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 46.46K | SH | $15.55M 1.17% | 46.46K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 800K | SH | $14.37M 1.08% | 800K | 0.00 | 0.00 |
OCULAR THERAPEUTIX INCSOLE | COM | 1.30M | SH | $12.77M 0.96% | 1.30M | 0.00 | 0.00 |
OPUS GENETICS INCSOLE | COM | 2.81M | SH | $11.57M 0.87% | 2.81M | 0.00 | 0.00 |
PALISADE BIO INCSOLE | COM | 4.80M | SH | $10.03M 0.76% | 4.80M | 0.00 | 0.00 |
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