Boxer Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TANGO THERAPEUTICS INC(TNGX) | 10,876,219 | 10,876,219 | 0 | 96,363,300 | 227,530,501 | 29.87% | +131,167,201 |
| KODIAK SCIENCES INC(KOD) | 1,136,000 | 1,361,000 | +225,000 | 31,762,560 | 51,881,320 | 6.81% | +20,118,760 |
| VAXCYTE INC(PCVX) | 0 | 325,000 | +325,000 | 0 | 18,885,750 | 2.48% | +18,885,750 |
| REVOLUTION MEDICINES INC(RVMD) | 400,000 | 500,000 | +100,000 | 31,860,000 | 48,625,000 | 6.38% | +16,765,000 |
| CORVUS PHARMACEUTICALS INC(CRVS) | 0 | 1,100,000 | +1,100,000 | 0 | 16,093,000 | 2.11% | +16,093,000 |
| VIR BIOTECHNOLOGY INC(VIR) | 625,000 | 1,866,000 | +1,241,000 | 3,768,750 | 16,719,360 | 2.20% | +12,950,610 |
| SURROZEN INC | 416,150 | 766,318 | +350,168 | 9,404,990 | 22,322,843 | 2.93% | +12,917,853 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 598,500 | +598,500 | 0 | 11,311,650 | 1.49% | +11,311,650 |
| OPUS GENETICS INC | 0 | 2,250,000 | +2,250,000 | 0 | 10,237,500 | 1.34% | +10,237,500 |
| CORCEPT THERAPEUTICS INC(CORT) | 0 | 250,000 | +250,000 | 0 | 10,077,500 | 1.32% | +10,077,500 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 325,000 | 590,000 | +265,000 | 9,379,500 | 17,936,000 | 2.35% | +8,556,500 |
| CRESCENT BIOPHARMA INC. | 0 | 453,686 | +453,686 | 0 | 8,334,212 | 1.09% | +8,334,212 |
| PRECIGEN INC(PGEN) | 1,375,000 | 3,500,000 | +2,125,000 | 5,747,500 | 13,545,000 | 1.78% | +7,797,500 |
| SOLENO THERAPEUTICS INC | 0 | 200,000 | +200,000 | 0 | 6,696,000 | 0.88% | +6,696,000 |
| ALLOGENE THERAPEUTICS INC | 0 | 2,725,000 | +2,725,000 | 0 | 6,649,000 | 0.87% | +6,649,000 |
| RELMADA THERAPEUTICS INC | 0 | 842,106 | +842,106 | 0 | 5,861,058 | 0.77% | +5,861,058 |
| ABIVAX SA(ABVX) | 125,000 | 200,000 | +75,000 | 16,856,875 | 22,270,000 | 2.92% | +5,413,125 |
| ZURA BIO LTD | 50,000 | 900,000 | +850,000 | 262,000 | 5,355,000 | 0.70% | +5,093,000 |
| TERNS PHARMACEUTICALS INC | 375,000 | 375,000 | 0 | 15,150,000 | 19,770,000 | 2.60% | +4,620,000 |
| UNIQURE NV(QURE) | 290,000 | 662,000 | +372,000 | 6,939,700 | 10,823,700 | 1.42% | +3,884,000 |
| CELCUITY INC(CELC) | 225,000 | 225,000 | 0 | 22,441,500 | 25,681,500 | 3.37% | +3,240,000 |
| PROTAGONIST THERAPEUTICS INC | 170,000 | 170,000 | 0 | 14,847,800 | 17,918,000 | 2.35% | +3,070,200 |
| OCULAR THERAPEUTIX INC(OCUL) | 0 | 350,000 | +350,000 | 0 | 2,964,500 | 0.39% | +2,964,500 |
| AN2 THERAPEUTICS INC | 0 | 749,035 | +749,035 | 0 | 2,561,700 | 0.34% | +2,561,700 |
| ORIC PHARMACEUTICALS INC(ORIC) | 0 | 176,500 | +176,500 | 0 | 2,236,255 | 0.29% | +2,236,255 |
| KYMERA THERAPEUTICS INC(KYMR) | 329,100 | 329,100 | 0 | 25,607,271 | 27,410,739 | 3.60% | +1,803,468 |
| REPLIMUNE GROUP INC(REPL) | 750,000 | 1,175,000 | +425,000 | 7,290,000 | 8,988,750 | 1.18% | +1,698,750 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 275,000 | 275,000 | 0 | 3,624,500 | 5,126,000 | 0.67% | +1,501,500 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 800,000 | 800,000 | 0 | 9,664,000 | 11,120,000 | 1.46% | +1,456,000 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 46,457 | 46,457 | 0 | 13,692,736 | 14,967,981 | 1.97% | +1,275,245 |
| CLENE INC | 199,737 | 477,515 | +277,778 | 1,172,456 | 2,354,149 | 0.31% | +1,181,693 |
| CONTINEUM THERAPEUTICS INC | 494,000 | 494,000 | 0 | 5,646,420 | 6,451,640 | 0.85% | +805,220 |
| COGENT BIOSCIENCES INC(COGT) | 225,000 | 225,000 | 0 | 7,992,000 | 8,660,250 | 1.14% | +668,250 |
| APOGEE THERAPEUTICS INC(APGE) | 70,000 | 70,000 | 0 | 5,283,600 | 5,891,900 | 0.77% | +608,300 |
| SOLID BIOSCIENCES INC | 300,000 | 300,000 | 0 | 1,692,000 | 2,160,000 | 0.28% | +468,000 |
| CYTOKINETICS INC(CYTK) | 100,000 | 100,000 | 0 | 6,354,000 | 6,591,000 | 0.87% | +237,000 |
| LB PHARMACEUTICALS INC(LBRX) | 70,000 | 70,000 | 0 | 1,558,200 | 1,726,200 | 0.23% | +168,000 |
| REGENXBIO INC | 0 | 15,000 | +15,000 | 0 | 125,700 | 0.02% | +125,700 |
| KALVISTA PHARMACEUTICALS INC | 20,400 | 20,400 | 0 | 329,460 | 410,652 | 0.05% | +81,192 |
| SAREPTA THERAPEUTICS INC(SRPT) | 150,000 | 150,000 | 0 | 3,228,000 | 3,264,000 | 0.43% | +36,000 |
| SURROZEN INC | 66,666 | 66,666 | 0 | 1,333 | 1,067 | 0.00% | -266 |
| INOVIO PHARMACEUTICALS INC | 2,420,122 | 2,370,122 | -50,000 | 4,211,012 | 4,124,012 | 0.54% | -87,000 |
| NUVATION BIO INC(NUVB) | 266,666 | 0 | -266,666 | 88,000 | 0 | — | -88,000 |
| KARYOPHARM THERAPEUTICS INC | 252,536 | 302,536 | +50,000 | 1,858,665 | 1,685,126 | 0.22% | -173,539 |
| NURIX THERAPEUTICS INC(NRIX) | 100,000 | 100,000 | 0 | 1,897,000 | 1,550,000 | 0.20% | -347,000 |
| AVALO THERAPEUTICS INC(AVTX) | 275,000 | 300,000 | +25,000 | 4,994,000 | 4,479,000 | 0.59% | -515,000 |
| MILESTONE PHARMACEUTICALS IN | 666,666 | 666,666 | 0 | 1,346,665 | 793,333 | 0.10% | -553,332 |
| PTC THERAPEUTICS INC(PTCT) | 200,000 | 200,000 | 0 | 15,192,000 | 13,626,000 | 1.79% | -1,566,000 |
| STRUCTURE THERAPEUTICS INC | 75,000 | 75,000 | 0 | 5,216,250 | 3,615,000 | 0.47% | -1,601,250 |
| INVIVYD INC | 1,500,000 | 1,500,000 | 0 | 3,705,000 | 1,950,000 | 0.26% | -1,755,000 |
| PEPGEN INC | 373,892 | 272,892 | -101,000 | 2,434,037 | 483,019 | 0.06% | -1,951,018 |
| UROGEN PHARMA LTD(URGN) | 500,000 | 500,000 | 0 | 11,710,000 | 8,990,000 | 1.18% | -2,720,000 |
| UPSTREAM BIO INC | 150,000 | 150,000 | 0 | 4,072,500 | 1,350,000 | 0.18% | -2,722,500 |
| CYBIN INC | 715,000 | 640,000 | -75,000 | 5,848,700 | 3,072,000 | 0.40% | -2,776,700 |
| PALISADE BIO INC | 4,799,875 | 4,799,875 | 0 | 11,279,706 | 8,399,781 | 1.10% | -2,879,925 |
| CRESCENT BIOPHARMA INC. | 453,686 | 0 | -453,686 | 5,380,716 | 0 | — | -5,380,716 |
| MIND MEDICINE MINDMED INC | 598,500 | 0 | -598,500 | 8,013,915 | 0 | — | -8,013,915 |
| CIDARA THERAPEUTICS INC | 53,000 | 0 | -53,000 | 11,707,170 | 0 | — | -11,707,170 |