Boxer Capital Management, LLC
Top Portfolio Positions
52 positions ·
$775,641,205 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 | 29.33% | |
| KOD |
Kodiak Sciences Inc.
Healthcare
|
1,361,000 | $51,881,320 | 6.69% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
500,000 | $48,625,000 | 6.27% | |
| SRZN |
Surrozen, Inc./DE
Healthcare
|
1,532,636 | $44,645,686 | 5.76% | |
| KYMR |
Kymera Therapeutics, Inc.
Healthcare
|
329,100 | $27,410,739 | 3.53% | |
| CELC |
Celcuity Inc.
Healthcare
|
225,000 | $25,681,500 | 3.31% | |
| ABVX |
Abivax S.A.
Healthcare
|
200,000 | $22,270,000 | 2.87% | |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
375,000 | $19,770,000 | 2.55% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
325,000 | $18,885,750 | 2.43% | |
| CAPR |
Capricor Therapeutics, Inc.
Healthcare
|
590,000 | $17,936,000 | 2.31% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SLDB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,160,000 | 300,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,692,000 | 300,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,702,000 | 600,000 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $4,590,590 | 1,240,700 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||