Boxer Capital Management portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Boxer Capital Management reported a $1.3 bn portfolio of 62 companies (63 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are TNGX, RVMD, ABVX. During the quarter it opened Q32 Bio and Spyre Therapeutics.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Boxer Capital Management has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
What changed this quarter
29 positions with a change (11 new, 17 added to, 1 trimmed); also, 1 entered through an IPO, 3 exited through an acquisition or merger. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Abivax+203%more sharesIncreased2.9% → 6.1%
- Q32 Bio+3.0 ppof portfolioNew— → 3.0%
- uniQure+127%more sharesIncreased1.4% → 5.2%
- Replimune Group+239%more sharesIncreased1.2% → 3.3%
- Celcuity+85%more sharesIncreased3.4% → 3.3%
- Capricor Therapeutics+136%more sharesIncreased2.4% → 2.5%
- Definium Therapeutics+67%more sharesIncreased1.5% → 3.5%
- Kymera Therapeutics+30%more sharesIncreased3.6% → 3.7%
- Precigen+47%more sharesIncreased1.8% → 2.2%
- Ocular Therapeutix+271%more sharesIncreased0.4% → 1.0%
- Spyre Therapeutics+0.7 ppof portfolioNew— → 0.7%
- Relay Therapeutics+0.6 ppof portfolioNew— → 0.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Tango TherapeuticsTNGX25.6%
- Revolution MedicinesRVMD7.1%
- AbivaxABVX6.1%
- uniQureQURE5.2%
- Kodiak SciencesKOD4.3%
- Kymera TherapeuticsKYMR3.7%
- Definium TherapeuticsDFTX3.5%
- Replimune GroupREPL3.3%
- CelcuityCELC3.3%
- Q32 BioQTTB3.0%
- Capricor TherapeuticsCAPR2.5%
- PrecigenPGEN2.2%
- Corcept TherapeuticsCORT2.2%
- SurrozenSRZN2.0%
- Protagonist TherapeuticsPTGX1.6%
Portfolio by sector
- ● Health Care 100%
13F filings with amendments or confidential positions
- 13F Q3 2025 ↗filed Nov 14, 2025Amendment of Feb 17, 2026 (replaces the original) ↗
- 13F Q2 2025 ↗filed Aug 14, 2025Amendment of Feb 17, 2026 (replaces the original) ↗
- 13F Q1 2025 ↗filed May 15, 2025Amendment of Feb 17, 2026 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: it has fewer than 8 quarters of history. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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