2026 Q2 Portfolio Activity
In 2026 Q2, Boxer Capital Management, LLC maintained a portfolio of 66 distinct positions. The most significant new addition was Q32 BIO INC, now representing 3.02% of the total fund value. They heavily accumulated shares in UNIQURE NV, increasing the position by 127.1%. Conversely, Boxer Capital Management, LLC completely exited their position in TERNS PHARMACEUTICALS INC.
Position History
hover any row below to update
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Boxer Capital Management, LLC
AUM $1,328M
Total Positions
66
Quarter
2026 Q2
Top Holding
TNGX (25.6%)
Top 10 Concentration
65.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 66
Boxer Capital Management, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 25.61% | 29.87% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
10,876,219 | $339,990,606 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 7.05% | 6.38% |
#2
1
Prev: #3
|
5.3 |
—
|
no change | no change |
P
S
|
500,000 | $93,640,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 6.07% | 2.92% |
#3
4
Prev: #7
|
6.4 |
—
|
405,000 | 202.5% |
P
S
|
605,000 | $80,622,300 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QURE
UNIQURE NV
|
Healthcare | 5.21% | 1.42% |
#4
15
Prev: #19
|
5.6 |
—
|
841,300 | 127.1% |
P
S
|
1,503,300 | $69,241,998 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KOD
KODIAK SCIENCES...
|
Healthcare | 4.34% | 6.81% |
#5
3
Prev: #2
|
4.2 |
—
|
116,600 | 8.6% |
P
S
|
1,477,600 | $57,567,296 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KYMR
KYMERA THERAPEU...
|
Healthcare | 3.71% | 3.60% |
#6
2
Prev: #4
|
4.0 |
—
|
100,000 | 30.4% |
P
S
|
429,100 | $49,204,897 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 3.54% | 1.49% |
#7
10
Prev: #17
|
4.4 |
—
|
400,000 | 66.8% |
P
S
|
998,500 | $46,969,440 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REPL
REPLIMUNE GROUP...
|
Healthcare | 3.32% | 1.18% |
#8
15
Prev: #23
|
4.3 |
—
|
2,808,000 | 239.0% |
P
S
|
3,983,000 | $44,091,810 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELC
CELCUITY INC
|
Healthcare | 3.28% | 3.37% |
#9
4
Prev: #5
|
4.3 |
—
|
191,530 | 85.1% |
P
S
|
416,530 | $43,577,368 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QTTB
Q32 BIO INC
|
Healthcare | 3.02% | — |
#10
Prev: #—
|
4.7 |
—
|
3,149,310 | — |
NEW
|
3,149,310 | $40,122,209 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CAPR
CAPRICOR THERAP...
|
Healthcare | 2.53% | 2.35% |
#11
1
Prev: #10
|
4.0 |
—
|
805,156 | 136.5% |
P
S
|
1,395,156 | $33,595,356 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PGEN
PRECIGEN INC
|
Healthcare | 2.21% | 1.78% |
#12
4
Prev: #16
|
3.4 |
—
|
1,650,000 | 47.1% |
P
S
|
5,150,000 | $29,355,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CORT
CORCEPT THERAPE...
|
Healthcare | 2.20% | 1.32% |
#13
8
Prev: #21
|
3.4 |
—
|
85,500 | 34.2% |
P
S
|
335,500 | $29,171,725 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRZN
Surrozen Inc.
|
Healthcare | 2.03% | 2.93% |
#14
8
Prev: #6
|
3.3 |
—
|
339,365 | 44.3% |
P
S
|
1,105,683 | $26,963,591 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTGX
PROTAGONIST THE...
|
Healthcare | 1.57% | 2.35% |
#15
4
Prev: #11
|
1.6 |
—
|
no change | no change |
P
S
|
170,000 | $20,838,600 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VIR
VIR BIOTECHNOLO...
|
Healthcare | 1.43% | 2.20% |
#16
4
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
1,866,000 | $19,014,540 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCVX
VAXCYTE INC
|
Healthcare | 1.42% | 2.48% |
#17
8
Prev: #9
|
1.6 |
—
|
no change | no change |
P
S
|
325,000 | $18,892,250 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URGN
UROGEN PHARMA L...
|
Healthcare | 1.39% | 1.18% |
#18
4
Prev: #22
|
1.6 |
—
|
no change | no change |
P
S
|
500,000 | $18,400,000 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRVS
CORVUS PHARMACE...
|
Healthcare | 1.24% | 2.11% |
#19
6
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
1,100,000 | $16,434,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTCT
PTC THERAPEUTIC...
|
Healthcare | 1.23% | 1.79% |
#20
5
Prev: #15
|
1.5 |
—
|
no change | no change |
P
S
|
200,000 | $16,314,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 1.17% | 1.97% |
#21
7
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
46,457 | $15,553,339 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 1.08% | 1.46% |
#22
4
Prev: #18
|
1.4 |
—
|
no change | no change |
P
S
|
800,000 | $14,368,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OCUL
OCULAR THERAPEU...
|
Healthcare | 0.96% | 0.39% |
#23
17
Prev: #40
|
3.4 |
—
|
950,000 | 271.4% |
P
S
|
1,300,000 | $12,766,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IRD
OPUS GENETICS I...
|
Healthcare | 0.87% | 1.34% |
#24
4
Prev: #20
|
2.8 |
—
|
565,000 | 25.1% |
P
S
|
2,815,000 | $11,569,650 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PALI
PALISADE BIO IN...
|
Healthcare | 0.76% | 1.10% |
#25
Prev: #25
|
1.3 |
—
|
no change | no change |
P
S
|
4,799,875 | $10,031,739 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APGE
APOGEE THERAPEU...
|
Healthcare | 0.70% | 0.77% |
#26
5
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
70,000 | $9,291,100 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 0.67% | — |
#27
Prev: #—
|
3.8 |
—
|
100,000 | — |
NEW
|
100,000 | $8,878,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COGT
COGENT BIOSCIEN...
|
Healthcare | 0.66% | 1.14% |
#28
4
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
225,000 | $8,707,500 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 0.64% | 0.87% |
#29
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
100,000 | $8,519,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLAY
RELAY THERAPEUT...
|
Healthcare | 0.63% | — |
#30
Prev: #—
|
3.8 |
—
|
450,000 | — |
NEW
|
450,000 | $8,419,500 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
CRESCENT BIOPHA...
|
|
Unknown | 0.62% | 1.09% |
#31
5
Prev: #26
|
1.2 |
—
|
no change | no change |
P
S
|
453,686 | $8,166,348 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
CTNM
CONTINEUM THERA...
|
Healthcare | 0.61% | 0.85% |
#32
2
Prev: #30
|
1.2 |
—
|
no change | no change |
P
S
|
494,000 | $8,096,660 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KZIA
KAZIA THERAPEUT...
|
Healthcare | 0.59% | — |
#33
Prev: #—
|
3.7 |
—
|
560,000 | — |
NEW
|
560,000 | $7,884,800 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STTK
SHATTUCK LABS I...
|
Healthcare | 0.52% | — |
#34
Prev: #—
|
3.7 |
—
|
1,000,000 | — |
NEW
|
1,000,000 | $6,940,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.52% | 0.59% |
#35
Prev: #35
|
2.7 |
—
|
75,000 | 25.0% |
P
S
|
375,000 | $6,930,000 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FBRX
FORTE BIOSCIENC...
|
Healthcare | 0.44% | — |
#36
Prev: #—
|
3.7 |
—
|
274,500 | — |
NEW
|
274,500 | $5,833,125 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLMD
RELMADA THERAPE...
|
Healthcare | 0.44% | 0.77% |
#37
5
Prev: #32
|
1.2 |
—
|
no change | no change |
P
S
|
842,106 | $5,827,374 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLTX
MOONLAKE IMMUNO...
|
Healthcare | 0.40% | 0.67% |
#38
4
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
275,000 | $5,354,250 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZURA
ZURA BIO LTD
|
Healthcare | 0.40% | 0.70% |
#39
6
Prev: #33
|
1.2 |
—
|
no change | no change |
P
S
|
900,000 | $5,310,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYBN
CYBIN INC
|
Unknown | 0.39% | 0.40% |
#40
1
Prev: #39
|
2.7 |
—
|
150,000 | 23.4% |
P
S
|
790,000 | $5,221,900 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
ODYSSEY THERAPE...
|
|
Unknown | 0.39% | — |
#41
Prev: #—
|
3.7 |
—
|
275,000 | — |
NEW
|
275,000 | $5,145,250 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
IMTX
IMMATICS N.V
|
Healthcare | 0.36% | — |
#42
Prev: #—
|
3.6 |
—
|
475,000 | — |
NEW
|
475,000 | $4,811,750 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNSE
FAETH THERAPEUT...
|
Healthcare | 0.34% | — |
#43
Prev: #—
|
3.6 |
—
|
180,505 | — |
NEW
|
180,505 | $4,512,625 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPCR
STRUCTURE THERA...
|
Healthcare | 0.30% | 0.47% |
#44
7
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
75,000 | $4,025,250 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORIC
ORIC PHARMACEUT...
|
Healthcare | 0.29% | 0.29% |
#45
2
Prev: #43
|
3.1 |
—
|
173,500 | 98.3% |
P
S
|
350,000 | $3,790,500 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ANTX
AN2 THERAPEUTIC...
|
Healthcare | 0.27% | 0.34% |
#46
5
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
749,035 | $3,625,329 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NMRA
NEUMORA THERAPE...
|
Healthcare | 0.26% | — |
#47
Prev: #—
|
3.6 |
—
|
2,000,000 | — |
NEW
|
2,000,000 | $3,400,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INO
INOVIO PHARMACE...
|
Healthcare | 0.24% | 0.54% |
#48
12
Prev: #36
|
2.6 |
—
|
474,872 | 20.0% |
P
S
|
2,844,994 | $3,129,493 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALLO
ALLOGENE THERAP...
|
Healthcare | 0.23% | 0.87% |
#49
21
Prev: #28
|
0.1 |
—
|
-1,225,000 | -45.0% |
P
S
|
1,500,000 | $3,120,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLDB
SOLID BIOSCIENC...
|
Healthcare | 0.23% | 0.28% |
#50
6
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
300,000 | $2,997,000 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 66 holdings