The Analysis of Boxer Capital Management, LLC's Holdings


Currently, Boxer Capital Management, LLC holds 34 types of securities in its portfolio with a total value $313.7M. In the most recent quarter, they have increased their positions in PTCT (+200.0K shares, valued at $12.3M), CYTK (+200.0K shares, valued at $11.0M), ABVX (+120.0K shares, valued at $10.2M); decreased their positions in MRUS (-245.0K shares, valued at $23.1M), RVMD (-393.0K shares, valued at $18.4M), KYMR (-112.9K shares, valued at $6.4M); initiated new positions in PTCT (+200.0K shares, valued at $12.3M), CYTK (+200.0K shares, valued at $11.0M), ABVX (+120.0K shares, valued at $10.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TNGX TANGO THERAPEUTICS INC9.8M shares0.00%2025-09-302025-11-14history
QURE UNIQURE NV800.0K shares-11.06%2025-09-302025-11-14history
RVMD REVOLUTION MEDICINES INC400.0K shares-49.56%2025-09-302025-11-14history
KYMR KYMERA THERAPEUTICS INC319.1K shares-26.14%2025-09-302025-11-14history
KOD KODIAK SCIENCES INC750.0K shares0.00%2025-09-302025-11-14history
PTCT PTC THERAPEUTICS INC200.0K sharesnew addition2025-09-302025-11-14history
AMLX AMYLYX PHARMACEUTICALS INC900.0K shares-26.53%2025-09-302025-11-14history
URGN UROGEN PHARMA LTD575.0K shares0.00%2025-09-302025-11-14history
Sponsored
MRUS MERUS N V120.0K shares-67.12%2025-09-302025-11-14history
CYTK CYTOKINETICS INC200.0K sharesnew addition2025-09-302025-11-14history
ABVX ABIVAX SA120.0K sharesnew addition2025-09-302025-11-14history
PTGX PROTAGONIST THERAPEUTICS INC110.0K shares83.33%2025-09-302025-11-14history
NKTR NEKTAR THERAPEUTICS125.0K shares0.00%2025-09-302025-11-14history
CBIO CRESCENT BIOPHARMA INC.453.7K shares0.00%2025-09-302025-11-14history
INO INOVIO PHARMACEUTICALS INC2.3M sharesnew addition2025-09-302025-11-14history
SRPT SAREPTA THERAPEUTICS INC250.0K shares900.00%2025-09-302025-11-14history
Sponsored
CDTX CIDARA THERAPEUTICS INC48.0K shares-12.73%2025-09-302025-11-14history
CELC CELCUITY INC90.0K sharesnew addition2025-09-302025-11-14history
REPL REPLIMUNE GROUP INC1.1M shares-52.52%2025-09-302025-11-14history
SLDB SOLID BIOSCIENCES INC600.0K sharesnew addition2025-09-302025-11-14history
DNLI DENALI THERAPEUTICS INC250.0K sharesnew addition2025-09-302025-11-14history
PGEN PRECIGEN INC850.0K sharesnew addition2025-09-302025-11-14history
APGE APOGEE THERAPEUTICS INC50.0K sharesnew addition2025-09-302025-11-14history
MNMD MIND MEDICINE MINDMED INC163.5K sharesnew addition2025-09-302025-11-14history
Sponsored
MLTX MOONLAKE IMMUNOTHERAPEUTICS250.0K sharesnew addition2025-09-302025-11-14history
NRIX NURIX THERAPEUTICS INC175.0K shares0.00%2025-09-302025-11-14history
AVTX AVALO THERAPEUTICS INC125.0K sharesnew addition2025-09-302025-11-14history
MIST MILESTONE PHARMACEUTICALS IN666.7K sharesnew addition2025-09-302025-11-14history
PEPG PEPGEN INC250.0K sharesnew addition2025-09-302025-11-14history
LBRX LB PHARMACEUTICALS INC70.0K sharesnew addition2025-09-302025-11-14history
TIL INSTIL BIO INC60.7K shares-14.14%2025-09-302025-11-14history
KALV KALVISTA PHARMACEUTICALS INC20.4K shares-78.16%2025-09-302025-11-14history
Sponsored
NUVB.WS NUVATION BIO INC266.7K shares0.00%2025-09-302025-11-14history
SRZNW SURROZEN INC66.7K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available