Boxer Capital Management, LLC
data from 30/09/2025
Capitalization
$ 313.727 M
57.92 %
Performance
$ 75.396 M
68.11 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | TNGX | TANGO THERAPEUTICS INC | 26.16% | 82.080 M $ | 9771485 | 2024/12/31 | 32.050 M $ | 64.06 % |
| 2025/09/30 | QURE | UNIQURE NV | 14.88% | 46.696 M $ | 800000 | 2024/12/31 | 39.965 M $ | 318.72 % |
| 2025/09/30 | RVMD | REVOLUTION MEDICINES INC | 5.95% | 18.680 M $ | 400000 | 2024/12/31 | 7.858 M $ | 26.94 % |
| 2025/09/30 | KYMR | KYMERA THERAPEUTICS INC | 5.76% | 18.061 M $ | 319100 | 2024/12/31 | 5.599 M $ | 29.70 % |
| 2025/09/30 | KOD | KODIAK SCIENCES INC | 3.91% | 12.278 M $ | 750000 | 2024/12/31 | 9.480 M $ | 338.87 % |
| 2025/09/30 | PTCT | PTC THERAPEUTICS INC | 3.91% | 12.274 M $ | 200000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMLX | AMYLYX PHARMACEUTICALS INC | 3.90% | 12.231 M $ | 900000 | 2024/12/31 | 8.796 M $ | 112.01 % |
| 2025/09/30 | URGN | UROGEN PHARMA LTD | 3.66% | 11.471 M $ | 575000 | 2025/06/30 | 3.594 M $ | 45.62 % |
| 2025/09/30 | MRUS | MERUS N V | 3.60% | 11.298 M $ | 120000 | 2024/12/31 | 15.166 M $ | 78.99 % |
| 2025/09/30 | CYTK | CYTOKINETICS INC | 3.50% | 10.992 M $ | 200000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | ABVX | ABIVAX SA | 3.25% | 10.188 M $ | 120000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PTGX | PROTAGONIST THERAPEUTICS INC | 2.33% | 7.307 M $ | 110000 | 2025/06/30 | 669.600 K $ | 20.19 % |
| 2025/09/30 | NKTR | NEKTAR THERAPEUTICS | 2.27% | 7.113 M $ | 125000 | 2025/06/30 | 3.883 M $ | 120.20 % |
| 2025/09/30 | CBIO | CRESCENT BIOPHARMA INC. | 1.72% | 5.394 M $ | 453686 | 2025/06/30 | -1.928 M $ | -26.33 % |
| 2025/09/30 | INO | INOVIO PHARMACEUTICALS INC | 1.72% | 5.382 M $ | 2300000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SRPT | SAREPTA THERAPEUTICS INC | 1.54% | 4.818 M $ | 250000 | 2025/06/30 | 54.249 K $ | 12.69 % |
| 2025/09/30 | CDTX | CIDARA THERAPEUTICS INC | 1.47% | 4.596 M $ | 48000 | 2025/06/30 | 2.588 M $ | 96.59 % |
| 2025/09/30 | CELC | CELCUITY INC | 1.42% | 4.446 M $ | 90000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | REPL | REPLIMUNE GROUP INC | 1.40% | 4.400 M $ | 1050000 | 2024/12/31 | -11.278 M $ | -54.90 % |
| 2025/09/30 | SLDB | SOLID BIOSCIENCES INC | 1.18% | 3.702 M $ | 600000 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | DNLI | DENALI THERAPEUTICS INC | 1.16% | 3.630 M $ | 250000 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PGEN | PRECIGEN INC | 0.89% | 2.797 M $ | 850000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | APGE | APOGEE THERAPEUTICS INC | 0.63% | 1.987 M $ | 50000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MNMD | MIND MEDICINE MINDMED INC | 0.61% | 1.928 M $ | 163500 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 0.57% | 1.793 M $ | 250000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NRIX | NURIX THERAPEUTICS INC | 0.52% | 1.617 M $ | 175000 | 2024/12/31 | -376.250 K $ | -18.88 % |
| 2025/09/30 | AVTX | AVALO THERAPEUTICS INC | 0.51% | 1.589 M $ | 125000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | MIST | MILESTONE PHARMACEUTICALS IN | 0.43% | 1.333 M $ | 666666 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PEPG | PEPGEN INC | 0.37% | 1.155 M $ | 250000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LBRX | LB PHARMACEUTICALS INC | 0.35% | 1.105 M $ | 70000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TIL | INSTIL BIO INC | 0.35% | 1.084 M $ | 60700 | 2024/12/31 | -209.978 K $ | -14.26 % |
| 2025/09/30 | KALV | KALVISTA PHARMACEUTICALS INC | 0.08% | 248.472 K $ | 20400 | 2024/12/31 | 81.257 K $ | 7.70 % |
| 2025/09/30 | NUVB-WT | NUVATION BIO INC | 0.02% | 53.893 K $ | 266666 | 2024/12/31 | -18.079 K $ | -25.12 % |
| 2025/09/30 | SRZNW | SURROZEN INC | 0.00% | 1.000 K $ | 66666 | 2024/12/31 | -373.000 $ | -30.93 % |
| 2025/09/30 | ITOS | ITEOS THERAPEUTICS INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |