Boxer Capital Management, LLC — 13F holdings

Boxer Capital Management, LLC reported 63 holdings worth $1.33B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TNGX TANGO THERAPEUTICS INC — $340M (25.6%)
2. RVMD REVOLUTION Medicines Inc — $93.6M (7.1%)
3. ABVX ABIVAX SA — $80.6M (6.1%)
4. QURE UNIQURE NV — $69.2M (5.2%)
5. KOD KODIAK SCIENCES INC — $57.6M (4.3%)
6. KYMR KYMERA THERAPEUTICS INC — $49.2M (3.7%)
7. DFTX DEFINIUM THERAPEUTICS INC — $47.0M (3.5%)
8. REPL REPLIMUNE GROUP INC — $44.1M (3.3%)
9. CELC CELCUITY INC — $43.6M (3.3%)
10. QTTB Q32 Bio Inc — $40.1M (3.0%)