Boxer Capital Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$456.9B
Holdings
45
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TNGXTANGO THERAPEUTICS INC | 10,876,219 | $96.4B | 21.09% | |
| 2 | RVMDREVOLUTION MEDICINES INC | 400,000 | $31.9B | 6.97% | |
| 3 | KODKODIAK SCIENCES INC | 1,136,000 | $31.8B | 6.95% | |
| 4 | KYMRKYMERA THERAPEUTICS INC | 329,100 | $25.6B | 5.60% | |
| 5 | CELCCELCUITY INC | 225,000 | $22.4B | 4.91% | |
| 6 | ABVXABIVAX SA | 125,000 | $16.9B | 3.69% | |
| 7 | PTCTPTC THERAPEUTICS INC | 200,000 | $15.2B | 3.33% | |
| 8 | TERNTERNS PHARMACEUTICALS INC | 375,000 | $15.2B | 3.32% | |
| 9 | PTGXPROTAGONIST THERAPEUTICS INC | 170,000 | $14.8B | 3.25% | |
| 10 | PRAXPRAXIS PRECISION MEDICINES I | 46,457 | $13.7B | 3.00% | |
| 11 | URGNUROGEN PHARMA LTD | 500,000 | $11.7B | 2.56% | |
| 12 | CDTXCIDARA THERAPEUTICS INC | 53,000 | $11.7B | 2.56% | |
| 13 | PALIPALISADE BIO INC | 4,799,875 | $11.3B | 2.47% | |
| 14 | AMLXAMYLYX PHARMACEUTICALS INC | 800,000 | $9.7B | 2.12% | |
| 15 | SRZNSURROZEN INC | 416,150 | $9.4B | 2.06% | |
| 16 | CAPRCAPRICOR THERAPEUTICS INC | 325,000 | $9.4B | 2.05% | |
| 17 | BRD1EURMIND MEDICINE MINDMED INC | 598,500 | $8.0B | 1.75% | |
| 18 | COGTCOGENT BIOSCIENCES INC | 225,000 | $8.0B | 1.75% | |
| 19 | REPLREPLIMUNE GROUP INC | 750,000 | $7.3B | 1.60% | |
| 20 | QUREUNIQURE NV | 290,000 | $6.9B | 1.52% | |
| 21 | CYTKCYTOKINETICS INC | 100,000 | $6.4B | 1.39% | |
| 22 | HELPCYBIN INC | 715,000 | $5.8B | 1.28% | |
| 23 | PGENPRECIGEN INC | 1,375,000 | $5.7B | 1.26% | |
| 24 | CTNMCONTINEUM THERAPEUTICS INC | 494,000 | $5.6B | 1.24% | |
| 25 | CBIOCRESCENT BIOPHARMA INC. | 453,686 | $5.4B | 1.18% | |
| 26 | APGEAPOGEE THERAPEUTICS INC | 70,000 | $5.3B | 1.16% | |
| 27 | GPCRSTRUCTURE THERAPEUTICS INC | 75,000 | $5.2B | 1.14% | |
| 28 | AVTXAVALO THERAPEUTICS INC | 275,000 | $5.0B | 1.09% | |
| 29 | INOINOVIO PHARMACEUTICALS INC | 2,420,122 | $4.2B | 0.92% | |
| 30 | UPBUPSTREAM BIO INC | 150,000 | $4.1B | 0.89% | |
| 31 | VIRVIR BIOTECHNOLOGY INC | 625,000 | $3.8B | 0.82% | |
| 32 | IVVDINVIVYD INC | 1,500,000 | $3.7B | 0.81% | |
| 33 | MLTXMOONLAKE IMMUNOTHERAPEUTICS | 275,000 | $3.6B | 0.79% | |
| 34 | SRPTSAREPTA THERAPEUTICS INC | 150,000 | $3.2B | 0.71% | |
| 35 | PEPGPEPGEN INC | 373,892 | $2.4B | 0.53% | |
| 36 | NRIXNURIX THERAPEUTICS INC | 100,000 | $1.9B | 0.42% | |
| 37 | KPTIKARYOPHARM THERAPEUTICS INC | 252,536 | $1.9B | 0.41% | |
| 38 | SLDBSOLID BIOSCIENCES INC | 300,000 | $1.7B | 0.37% | |
| 39 | LBRXLB PHARMACEUTICALS INC | 70,000 | $1.6B | 0.34% | |
| 40 | MISTMILESTONE PHARMACEUTICALS IN | 666,666 | $1.3B | 0.29% | |
| 41 | CLNNCLENE INC | 199,737 | $1.2B | 0.26% | |
| 42 | KALVKALVISTA PHARMACEUTICALS INC | 20,400 | $329.0M | 0.07% | |
| 43 | ZURAZURA BIO LTD | 50,000 | $262.0M | 0.06% | |
| 44 | NUVB/WSNUVATION BIO INC | 266,666 | $88.0M | 0.02% | |
| 45 | SRZNWSURROZEN INC | 66,666 | $1.0M | 0.00% |