Institutional Fund
Boxer Capital Management, LLC
San Diego, CACIK 20182998 filings on record
Portfolio Value
$761.65M
Q1 2026
Holdings
54
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+66.7%
from $456.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Tango Therapeutics Inc29.9%
- Kodiak Sciences Inc6.8%
- Revolution Medicines Inc6.4%
- Kymera Therapeutics Inc3.6%
- Celcuity Inc3.4%
- Surrozen Inc2.9%
- Other47.0%
Portfolio Holdings
54 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Tango Therapeutics Inc | 10.88M | $227.53M | 29.9% | 0 | Held |
| 2 | Kodiak Sciences Inc | 1.36M | $51.88M | 6.8% | +225.0K | Added |
| 3 | Revolution Medicines Inc | 500.0K | $48.63M | 6.4% | +100.0K | Added |
| 4 | Kymera Therapeutics Inc | 329.1K | $27.41M | 3.6% | 0 | Held |
| 5 | Celcuity Inc | 225.0K | $25.68M | 3.4% | 0 | Held |
| 6 | Surrozen Inc | 766.3K | $22.32M | 2.9% | +350.2K | Added |
| 7 | Abivax SA | 200.0K | $22.27M | 2.9% | +75.0K | Added |
| 8 | Terns Pharmaceuticals Inc | 375.0K | $19.77M | 2.6% | 0 | Held |
| 9 | Vaxcyte Inc | 325.0K | $18.89M | 2.5% | +325.0K | New |
| 10 | Capricor Therapeutics Inc | 590.0K | $17.94M | 2.4% | +265.0K | Added |
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