Boxer Capital Management, LLC holds a focused book of 63 reported positions worth $1.3B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Odyssey Therapeutics Inc first appears in 13F filings, a listing rather than a purchase; they opened Q32 Bio Inc and trimmed Allogene Therapeutics Inc. Their largest long position is Tango Therapeutics Inc at 26% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Boxer Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Venrock Adviser, LLC | 9 / 63 | $1.7B |
| Commodore Capital LP | 13 / 63 | $831.1M |
| TCG Crossover Management, LLC | 13 / 63 | $1.9B |
| Squadron Capital Management LLC | 9 / 63 | $141.4M |
| Caligan Partners LP | 8 / 63 | $926.2M |
| Acuta Capital Partners, LLC | 9 / 63 | $62.3M |
| Casdin Capital, LLC | 6 / 63 | $863.6M |
| Velan Capital Investment Management LP | 11 / 63 | $70.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Boxer Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tango Therapeutics Inc COM | $340.0M | 10.88M | 25.6% | —Held | |
| 2 | Revolution Medicines Inc COM | $93.6M | 500.0K | 7.1% | —Held | |
| 3 | Abivax Sa SPONSORED ADS | $80.6M | 605.0K | 6.1% | ▲+203% Added · +405K sh | |
| 4 | Uniqure NV SHS | $69.2M | 1.50M | 5.2% | ▲+127% Added · +841K sh | |
| 5 | Kodiak Sciences Inc COM | $57.6M | 1.48M | 4.3% | ▲+8.6% Added · +117K sh | |
| 6 | Kymera Therapeutics Inc COM | $49.2M | 429.1K | 3.7% | ▲+30% Added · +100K sh | |
| 7 | Definium Therapeutics Inc COM SHS | $47.0M | 998.5K | 3.5% | ▲+67% Added · +400K sh | |
| 8 | Replimune Group Inc COM | $44.1M | 3.98M | 3.3% | ▲+239% Added · +2.8M sh | |
| 9 | Celcuity Inc COM | $43.6M | 416.5K | 3.3% | ▲+85% Added · +192K sh | |
| 10 | Q32 Bio Inc COM | $40.1M | 3.15M | 3.0% | ▲New New position | |
| 11 | Capricor Therapeutics Inc COM NEW | $33.6M | 1.40M | 2.5% | ▲+136% Added · +805K sh | |
| 12 | Precigen Inc COM | $29.4M | 5.15M | 2.2% | ▲+47% Added · +1.6M sh | |
| 13 | Corcept Therapeutics Inc COM | $29.2M | 335.5K | 2.2% | ▲+34% Added · +86K sh | |
| 14 | Surrozen Inc. COM NEW | $27.0M | 1.11M | 2.0% | ▲+44% Added · +339K sh | |
| 15 | Protagonist Therapeutics Inc COM | $20.8M | 170.0K | 1.6% | —Held | |
| 16 | Vir Biotechnology Inc COM | $19.0M | 1.87M | 1.4% | —Held | |
| 17 | Vaxcyte Inc COM | $18.9M | 325.0K | 1.4% | —Held | |
| 18 | Urogen Pharma Ltd COM | $18.4M | 500.0K | 1.4% | —Held | |
| 19 | Corvus Pharmaceuticals Inc COM | $16.4M | 1.10M | 1.2% | —Held | |
| 20 | PTC Therapeutics Inc COM | $16.3M | 200.0K | 1.2% | —Held | |
| 21 | Praxis Precision Medicines I COM NEW | $15.6M | 46.5K | 1.2% | —Held | |
| 22 | Amylyx Pharmaceuticals Inc COM | $14.4M | 800.0K | 1.1% | —Held | |
| 23 | Ocular Therapeutix Inc COM | $12.8M | 1.30M | 1.0% | ▲+271% Added · +950K sh | |
| 24 | Opus Genetics Inc COM | $11.6M | 2.81M | 0.9% | ▲+25% Added · +565K sh | |
| 25 | Palisade Bio Inc COM | $10.0M | 4.80M | 0.8% | —Held | |
| 26 | Apogee Therapeutics Inc COM | $9.3M | 70.0K | 0.7% | —Held | |
| 27 | Spyre Therapeutics Inc COM NEW | $8.9M | 100.0K | 0.7% | ▲New New position | |
| 28 | Cogent Biosciences Inc COM | $8.7M | 225.0K | 0.7% | —Held | |
| 29 | Cytokinetics Inc COM NEW | $8.5M | 100.0K | 0.6% | —Held | |
| 30 | Relay Therapeutics Inc COM | $8.4M | 450.0K | 0.6% | ▲New New position | |
| 31 | Crescent Biopharma Inc. COM | $8.2M | 453.7K | 0.6% | —Held | |
| 32 | Contineum Therapeutics Inc CL A | $8.1M | 494.0K | 0.6% | —Held | |
| 33 | Kazia Therapeutics Ltd SPONSORED ADS | $7.9M | 560.0K | 0.6% | ▲New New position | |
| 34 | Shattuck Labs Inc COM | $6.9M | 1.00M | 0.5% | ▲New New position | |
| 35 | Avalo Therapeutics Inc COM NEW | $6.9M | 375.0K | 0.5% | ▲+25% Added · +75K sh | |
| 36 | Forte Biosciences Inc COM NEW | $5.8M | 274.5K | 0.4% | ▲New New position | |
| 37 | Relmada Therapeutics Inc COM | $5.8M | 842.1K | 0.4% | —Held | |
| 38 | Moonlake Immunotherapeutics CLASS A ORD | $5.4M | 275.0K | 0.4% | —Held | |
| 39 | Zura Bio Ltd CLASS A ORD SHS | $5.3M | 900.0K | 0.4% | —Held | |
| 40 | Cybin Inc COM NEW | $5.2M | 790.0K | 0.4% | ▲+23% Added · +150K sh | |
| 41 | Odyssey Therapeutics Inc COMMON STOCK | $5.1M | 275.0K | 0.4% | →Listed Newly reportable | |
| 42 | Immatics N.V SHS | $4.8M | 475.0K | 0.4% | ▲New New position | |
| 43 | Faeth Therapeutics inc COM NEW | $4.5M | 180.5K | 0.3% | ▲New New position | |
| 44 | Structure Therapeutics Inc SPONSORED ADS | $4.0M | 75.0K | 0.3% | —Held | |
| 45 | Oric Pharmaceuticals Inc COM | $3.8M | 350.0K | 0.3% | ▲+98% Added · +174K sh | |
| 46 | An2 Therapeutics Inc COM | $3.6M | 749.0K | 0.3% | —Held | |
| 47 | Neumora Therapeutics Inc. COM | $3.4M | 2.00M | 0.3% | ▲New New position | |
| 48 | Inovio Pharmaceuticals Inc COM SHS | $3.1M | 2.84M | 0.2% | ▲+20% Added · +475K sh | |
| 49 | Allogene Therapeutics Inc COM | $3.1M | 1.50M | 0.2% | ▼−45% Reduced · −1.2M sh | |
| 50 | Solid Biosciences Inc COM NEW | $3.0M | 300.0K | 0.2% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 63 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 54 | $761.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 45 | $456.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Feb 17, 2026 | 140d | 34 | $313.7M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Feb 17, 2026 | 232d | 20 | $198.7M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Feb 17, 2026 | 323d | 28 | $332.5M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 60 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.