Boxer Capital Management, LLC holds a focused book of 53 stocks worth $761.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened VAXCYTE INC and trimmed INOVIO PHARMACEUTICALS INC. Their largest long position is TANGO THERAPEUTICS INC at 30% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2018299/holdings"
Use Arkolith to show Boxer Capital Management, LLC's latest holdings, largest changes, and filing provenance.
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.
24% 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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tango Therapeutics Inc COM | $227.5M | 10.88M | 29.9% | —Held | |
| 2 | Kodiak Sciences Inc COM | $51.9M | 1.36M | 6.8% | ▲+20% Added · +225K sh | |
| 3 | Revolution Medicines Inc COM | $48.6M | 500.0K | 6.4% | ▲+25% Added · +100K sh | |
| 4 | Kymera Therapeutics Inc COM | $27.4M | 329.1K | 3.6% | —Held | |
| 5 | Celcuity Inc COM | $25.7M | 225.0K | 3.4% | —Held | |
| 6 | Surrozen Inc COM NEW | $22.3M | 766.3K | 2.9% | ▲+84% Added · +350K sh | |
| 7 | Abivax Sa SPONSORED ADS | $22.3M | 200.0K | 2.9% | ▲+60% Added · +75K sh | |
| 8 | Terns Pharmaceuticals Inc COM | $19.8M | 375.0K | 2.6% | —Held | |
| 9 | Vaxcyte Inc COM | $18.9M | 325.0K | 2.5% | ▲New New position | |
| 10 | Capricor Therapeutics Inc COM NEW | $17.9M | 590.0K | 2.4% | ▲+82% Added · +265K sh | |
| 11 | Protagonist Therapeutics Inc COM | $17.9M | 170.0K | 2.4% | —Held | |
| 12 | Vir Biotechnology Inc COM | $16.7M | 1.87M | 2.2% | ▲+199% Added · +1.2M sh | |
| 13 | Corvus Pharmaceuticals Inc COM | $16.1M | 1.10M | 2.1% | ▲New New position | |
| 14 | Praxis Precision Medicines I COM NEW | $15.0M | 46.5K | 2.0% | —Held | |
| 15 | PTC Therapeutics Inc COM | $13.6M | 200.0K | 1.8% | —Held | |
| 16 | Precigen Inc COM | $13.5M | 3.50M | 1.8% | ▲+155% Added · +2.1M sh | |
| 17 | Definium Therapeutics Inc COM SHS | $11.3M | 598.5K | 1.5% | ▲New New position | |
| 18 | Amylyx Pharmaceuticals Inc COM | $11.1M | 800.0K | 1.5% | —Held | |
| 19 | Uniqure NV SHS | $10.8M | 662.0K | 1.4% | ▲+128% Added · +372K sh | |
| 20 | Opus Genetics Inc COM | $10.2M | 2.25M | 1.3% | ▲New New position | |
| 21 | Corcept Therapeutics Inc COM | $10.1M | 250.0K | 1.3% | ▲New New position | |
| 22 | Urogen Pharma Ltd COM | $9.0M | 500.0K | 1.2% | —Held | |
| 23 | Replimune Group Inc COM | $9.0M | 1.18M | 1.2% | ▲+57% Added · +425K sh | |
| 24 | Cogent Biosciences Inc COM | $8.7M | 225.0K | 1.1% | —Held | |
| 25 | Palisade Bio Inc COM | $8.4M | 4.80M | 1.1% | —Held | |
| 26 | Crescent Biopharma Inc. COM | $8.3M | 453.7K | 1.1% | ▲New New position | |
| 27 | Soleno Therapeutics Inc COM | $6.7M | 200.0K | 0.9% | ▲New New position | |
| 28 | Allogene Therapeutics Inc COM | $6.6M | 2.73M | 0.9% | ▲New New position | |
| 29 | Cytokinetics Inc COM NEW | $6.6M | 100.0K | 0.9% | —Held | |
| 30 | Contineum Therapeutics Inc CL A | $6.5M | 494.0K | 0.8% | —Held | |
| 31 | Apogee Therapeutics Inc COM | $5.9M | 70.0K | 0.8% | —Held | |
| 32 | Relmada Therapeutics Inc COM | $5.9M | 842.1K | 0.8% | ▲New New position | |
| 33 | Zura Bio Ltd CLASS A ORD SHS | $5.4M | 900.0K | 0.7% | ▲18× Added · +850K sh | |
| 34 | Moonlake Immunotherapeutics CLASS A ORD | $5.1M | 275.0K | 0.7% | —Held | |
| 35 | Avalo Therapeutics Inc COM NEW | $4.5M | 300.0K | 0.6% | ▲+9.1% Added · +25K sh | |
| 36 | Inovio Pharmaceuticals Inc COM SHS | $4.1M | 2.37M | 0.5% | ▼−2.1% Reduced · −50K sh | |
| 37 | Structure Therapeutics Inc SPONSORED ADS | $3.6M | 75.0K | 0.5% | —Held | |
| 38 | Sarepta Therapeutics Inc COM | $3.3M | 150.0K | 0.4% | —Held | |
| 39 | Cybin Inc COM NEW | $3.1M | 640.0K | 0.4% | ▼−10% Reduced · −75K sh | |
| 40 | Ocular Therapeutix Inc COM | $3.0M | 350.0K | 0.4% | ▲New New position | |
| 41 | An2 Therapeutics Inc COM | $2.6M | 749.0K | 0.3% | ▲New New position | |
| 42 | Clene Inc COM NEW | $2.4M | 477.5K | 0.3% | ▲+139% Added · +278K sh | |
| 43 | Oric Pharmaceuticals Inc COM | $2.2M | 176.5K | 0.3% | ▲New New position | |
| 44 | Solid Biosciences Inc COM NEW | $2.2M | 300.0K | 0.3% | —Held | |
| 45 | Invivyd Inc COM | $1.9M | 1.50M | 0.3% | —Held | |
| 46 | LB Pharmaceuticals Inc COM SHS | $1.7M | 70.0K | 0.2% | —Held | |
| 47 | Karyopharm Therapeutics Inc COM NEW | $1.7M | 302.5K | 0.2% | ▲+20% Added · +50K sh | |
| 48 | Nurix Therapeutics Inc COM | $1.6M | 100.0K | 0.2% | —Held | |
| 49 | Upstream Bio Inc COM | $1.4M | 150.0K | 0.2% | —Held | |
| 50 | Milestone Pharmaceuticals In COM | $793K | 666.7K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 54 | $761.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 45 | $456.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Feb 17, 2026 | 34 | $313.7M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Feb 17, 2026 | 20 | $198.7M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Feb 17, 2026 | 28 | $332.5M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 60 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.