Filed: 11/14/2025ACC: 0002018299-25-000012
📋 What this filing means
BOXER CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $313.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$313.73M
Total AUM (reported)
22.45M
Total Shares
Allocation by class
COM$217.50M69.3%
SHS$46.70M14.9%
COM NEW$31.00M9.9%
SPONSORED ADS$10.19M3.2%
COM SHS$6.49M2.1%
CLASS A ORD$1.79M0.6%
*W EXP 02/10/202$53.9K0.0%
Portfolio Concentration
Top 3$147.46M47.0%
4–10$88.60M28.2%
11–25$69.48M22.1%
Rest$8.19M2.6%
Top 3 weight
47.0%
Top 10 weight
75.2%
Voting Authority Distribution
Total shares with voting rights: 22.45M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
22.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings34
Rows:
TANGO THERAPEUTICS INC
SOLEShares9.77M
TypeSH
Market value$82.08M
26.16%
Sole
0.00
Shared
0.00
None
9.77M
UNIQURE NV
SOLEShares800K
TypeSH
Market value$46.70M
14.88%
Sole
0.00
Shared
0.00
None
800K
REVOLUTION MEDICINES INC
SOLEShares400K
TypeSH
Market value$18.68M
5.95%
Sole
0.00
Shared
0.00
None
400K
KYMERA THERAPEUTICS INC
SOLEShares319.10K
TypeSH
Market value$18.06M
5.76%
Sole
0.00
Shared
0.00
None
319.10K
KODIAK SCIENCES INC
SOLEShares750K
TypeSH
Market value$12.28M
3.91%
Sole
0.00
Shared
0.00
None
750K
PTC THERAPEUTICS INC
SOLEShares200K
TypeSH
Market value$12.27M
3.91%
Sole
0.00
Shared
0.00
None
200K
AMYLYX PHARMACEUTICALS INC
SOLEShares900K
TypeSH
Market value$12.23M
3.90%
Sole
0.00
Shared
0.00
None
900K
UROGEN PHARMA LTD
SOLEShares575K
TypeSH
Market value$11.47M
3.66%
Sole
0.00
Shared
0.00
None
575K
MERUS N V
SOLEShares120K
TypeSH
Market value$11.30M
3.60%
Sole
0.00
Shared
0.00
None
120K
CYTOKINETICS INC
SOLEShares200K
TypeSH
Market value$10.99M
3.50%
Sole
0.00
Shared
0.00
None
200K
ABIVAX SA
SOLEShares120K
TypeSH
Market value$10.19M
3.25%
Sole
0.00
Shared
0.00
None
120K
PROTAGONIST THERAPEUTICS INC
SOLEShares110K
TypeSH
Market value$7.31M
2.33%
Sole
0.00
Shared
0.00
None
110K
NEKTAR THERAPEUTICS
SOLEShares125K
TypeSH
Market value$7.11M
2.27%
Sole
0.00
Shared
0.00
None
125K
CRESCENT BIOPHARMA INC.
SOLEShares453.69K
TypeSH
Market value$5.39M
1.72%
Sole
0.00
Shared
0.00
None
453.69K
INOVIO PHARMACEUTICALS INC
SOLEShares2.30M
TypeSH
Market value$5.38M
1.72%
Sole
0.00
Shared
0.00
None
2.30M
SAREPTA THERAPEUTICS INC
SOLEShares250K
TypeSH
Market value$4.82M
1.54%
Sole
0.00
Shared
0.00
None
250K
CIDARA THERAPEUTICS INC
SOLEShares48K
TypeSH
Market value$4.60M
1.47%
Sole
0.00
Shared
0.00
None
48K
CELCUITY INC
SOLEShares90K
TypeSH
Market value$4.45M
1.42%
Sole
0.00
Shared
0.00
None
90K
REPLIMUNE GROUP INC
SOLEShares1.05M
TypeSH
Market value$4.40M
1.40%
Sole
0.00
Shared
0.00
None
1.05M
SOLID BIOSCIENCES INC
SOLEShares600K
TypeSH
Market value$3.70M
1.18%
Sole
0.00
Shared
0.00
None
600K
DENALI THERAPEUTICS INC
SOLEShares250K
TypeSH
Market value$3.63M
1.16%
Sole
0.00
Shared
0.00
None
250K
PRECIGEN INC
SOLEShares850K
TypeSH
Market value$2.80M
0.89%
Sole
0.00
Shared
0.00
None
850K
APOGEE THERAPEUTICS INC
SOLEShares50K
TypeSH
Market value$1.99M
0.63%
Sole
0.00
Shared
0.00
None
50K
MIND MEDICINE MINDMED INC
SOLEShares163.50K
TypeSH
Market value$1.93M
0.61%
Sole
0.00
Shared
0.00
None
163.50K
MOONLAKE IMMUNOTHERAPEUTICS
SOLEShares250K
TypeSH
Market value$1.79M
0.57%
Sole
0.00
Shared
0.00
None
250K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TANGO THERAPEUTICS INCSOLE | COM | 9.77M | SH | $82.08M 26.16% | 0.00 | 0.00 | 9.77M |
UNIQURE NVSOLE | SHS | 800K | SH | $46.70M 14.88% | 0.00 | 0.00 | 800K |
REVOLUTION MEDICINES INCSOLE | COM | 400K | SH | $18.68M 5.95% | 0.00 | 0.00 | 400K |
KYMERA THERAPEUTICS INCSOLE | COM | 319.10K | SH | $18.06M 5.76% | 0.00 | 0.00 | 319.10K |
KODIAK SCIENCES INCSOLE | COM | 750K | SH | $12.28M 3.91% | 0.00 | 0.00 | 750K |
PTC THERAPEUTICS INCSOLE | COM | 200K | SH | $12.27M 3.91% | 0.00 | 0.00 | 200K |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 900K | SH | $12.23M 3.90% | 0.00 | 0.00 | 900K |
UROGEN PHARMA LTDSOLE | COM | 575K | SH | $11.47M 3.66% | 0.00 | 0.00 | 575K |
MERUS N VSOLE | COM | 120K | SH | $11.30M 3.60% | 0.00 | 0.00 | 120K |
CYTOKINETICS INCSOLE | COM NEW | 200K | SH | $10.99M 3.50% | 0.00 | 0.00 | 200K |
ABIVAX SASOLE | SPONSORED ADS | 120K | SH | $10.19M 3.25% | 0.00 | 0.00 | 120K |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 110K | SH | $7.31M 2.33% | 0.00 | 0.00 | 110K |
NEKTAR THERAPEUTICSSOLE | COM NEW | 125K | SH | $7.11M 2.27% | 0.00 | 0.00 | 125K |
CRESCENT BIOPHARMA INC.SOLE | COM | 453.69K | SH | $5.39M 1.72% | 0.00 | 0.00 | 453.69K |
INOVIO PHARMACEUTICALS INCSOLE | COM SHS | 2.30M | SH | $5.38M 1.72% | 0.00 | 0.00 | 2.30M |
SAREPTA THERAPEUTICS INCSOLE | COM | 250K | SH | $4.82M 1.54% | 0.00 | 0.00 | 250K |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 48K | SH | $4.60M 1.47% | 0.00 | 0.00 | 48K |
CELCUITY INCSOLE | COM | 90K | SH | $4.45M 1.42% | 0.00 | 0.00 | 90K |
REPLIMUNE GROUP INCSOLE | COM | 1.05M | SH | $4.40M 1.40% | 0.00 | 0.00 | 1.05M |
SOLID BIOSCIENCES INCSOLE | COM NEW | 600K | SH | $3.70M 1.18% | 0.00 | 0.00 | 600K |
DENALI THERAPEUTICS INCSOLE | COM | 250K | SH | $3.63M 1.16% | 0.00 | 0.00 | 250K |
PRECIGEN INCSOLE | COM | 850K | SH | $2.80M 0.89% | 0.00 | 0.00 | 850K |
APOGEE THERAPEUTICS INCSOLE | COM | 50K | SH | $1.99M 0.63% | 0.00 | 0.00 | 50K |
MIND MEDICINE MINDMED INCSOLE | COM NEW | 163.50K | SH | $1.93M 0.61% | 0.00 | 0.00 | 163.50K |
MOONLAKE IMMUNOTHERAPEUTICSSOLE | CLASS A ORD | 250K | SH | $1.79M 0.57% | 0.00 | 0.00 | 250K |
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