Boxer Capital Management, LLC
CIK 2018299
13F filing for Q2 2026・No. 2,152
- Holdings
- US$1.33B
- Quarter change
- +US$566.13M
- Entries
- 63
- Net bought (estimate)
- +US$310.48M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 3
- Cut 1
- Added 17
- Corporate actions 0
- Unchanged 33
Largest holdings
63 stocks worth US$1.33B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TANGO THERAPEUTICS INCCOM | Unchanged | 10,876,219 | US$339.99M | 25.61% |
| RVMDREVOLUTION MEDICINES INCCOM | Unchanged | 500,000 | US$93.64M | 7.05% |
| ABIVAX SASPONSORED ADS | Added | 605,000 | US$80.62M | 6.07% |
| UNIQURE NVSHS | Added | 1,503,300 | US$69.24M | 5.21% |
| KODIAK SCIENCES INCCOM | Added | 1,477,600 | US$57.57M | 4.34% |
| KYMERA THERAPEUTICS INCCOM | Added | 429,100 | US$49.2M | 3.71% |
| DFTXDEFINIUM THERAPEUTICS INCCOM SHS | Added | 998,500 | US$46.97M | 3.54% |
| REPLIMUNE GROUP INCCOM | Added | 3,983,000 | US$44.09M | 3.32% |
| CELCUITY INCCOM | Added | 416,530 | US$43.58M | 3.28% |
| Q32 BIO INCCOM | New | 3,149,310 | US$40.12M | 3.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.