Boxer Capital Management, LLC
Top Portfolio Positions
52 positions ·
$753,318,362 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
10,876,219 | $227,530,501 | 30.20% | |
| KOD |
Kodiak Sciences Inc.
Healthcare
|
1,361,000 | $51,881,320 | 6.89% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
500,000 | $48,625,000 | 6.45% | |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
329,100 | $27,410,739 | 3.64% | |
| CELC |
Celcuity Inc.
Healthcare
|
225,000 | $25,681,500 | 3.41% | |
| SRZN |
Surrozen, Inc./DE
Healthcare
|
766,318 | $22,322,843 | 2.96% | |
| ABVX |
Abivax S.A.
Healthcare
|
200,000 | $22,270,000 | 2.96% | |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
375,000 | $19,770,000 | 2.62% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
325,000 | $18,885,750 | 2.51% | |
| CAPR |
Capricor Therapeutics, Inc.
Healthcare
|
590,000 | $17,936,000 | 2.38% |
Portfolio Trend
Holdings in KOD
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,881,320 | 1,361,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,762,560 | 1,136,000 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $9,950,000 | 1,000,000 | Shares | Other | 2025-02-14 | |
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