Boxer Capital Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Boxer Capital Management, LLC reported 58 stock positions worth $1.2 billion. Its top holding was Revolution Medicines (RVMD) at 15.9% of the portfolio, followed by Springworks Therapeutics (SWTX, 10.5%) and Nuvalent Class A (NUVL, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0002018299
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0001213900-25-014345 ↗ filed Feb 14, 2025
Holdings Value
Holdings 58 stocks · $1.2B
| RVMD Revolution Medicines Inc. | 15.94% | 4,279,464 | $187.2M | — |
| SWTX Springworks Therapeutics Inc. | 10.53% | 3,421,541 | $123.6M | — |
| NUVL Nuvalent Inc. Class A | 7.47% | 1,120,192 | $87.7M | — |
| MRUS Merus NV | 6.80% | 1,900,000 | $79.9M | — |
| RNAM Avidity Biosciences Inc. | 4.28% | 1,727,388 | $50.2M | — |
| APLS Apellis Pharmaceuticals Inc. | 3.87% | 1,426,000 | $45.5M | — |
| AXSM Axsome Therapeutics Inc. | 3.39% | 470,000 | $39.8M | — |
| SRRK Scholar Rock Holding Corp. | 2.76% | 750,000 | $32.4M | — |
| TNGX Tango Therapeutics Inc. | 2.73% | 10,380,999 | $32.1M | — |
| TYRA Tyra Biosciences Inc. | 2.40% | 2,027,678 | $28.2M | — |
| RCUS Arcus Biosciences Inc. | 2.03% | 1,602,200 | $23.9M | — |
| XENE Xenon Pharmaceuticals Inc. | 2.00% | 600,000 | $23.5M | — |
| LEGN Legend Biotech Corp.-ADR | 1.94% | 700,000 | $22.8M | — |
| REPL Replimune Group Inc. | 1.85% | 1,796,341 | $21.8M | — |
| GERN Geron Corp. | 1.81% | 6,000,000 | $21.2M | — |
| THRD Third Harmonic Bio Inc. | 1.75% | 2,000,000 | $20.6M | — |
| IMVT Immunovant Inc. | 1.74% | 825,000 | $20.4M | — |
| ARVN Arvinas Inc. | 1.73% | 1,058,614 | $20.3M | — |
| PSTX Poseida Therapeutics Inc. | 1.63% | 2,000,000 | $19.2M | — |
| RCKT Rocket Pharmaceuticals Inc. | 1.57% | 1,466,051 | $18.4M | — |
| ANAB Anaptysbio Inc. | 1.47% | 1,300,000 | $17.2M | — |
| KYMR Kymera Therapeutics Inc. | 1.46% | 425,000 | $17.1M | — |
| ELVN Enliven Therapeutics Inc. | 1.29% | 671,358 | $15.1M | — |
| DAWN Day One Biopharmaceuticals I | 1.28% | 1,189,943 | $15.1M | — |
| ORIC Oric Pharmaceuticals Inc. | 1.19% | 1,732,571 | $14.0M | — |
| GPCR Structure Therapeutics Inc. | 1.15% | 500,000 | $13.6M | — |
| KALV Kalvista Pharmaceuticals Inc. | 1.15% | 1,590,000 | $13.5M | — |
| QURE Uniqure NV | 1.13% | 750,000 | $13.2M | — |
| CGEM Cullinan Therapeutics Inc. | 0.94% | 907,895 | $11.1M | — |
| SYRE Spyre Therapeutics Inc. | 0.93% | 466,680 | $10.9M | — |
| NRIX Nurix Therapeutics Inc. | 0.90% | 563,067 | $10.6M | — |
| KOD Kodiak Sciences Inc. | 0.85% | 1,000,000 | $9.9M | — |
| PRTA Prothena Corp. PLC | 0.81% | 690,000 | $9.6M | — |
| JSPR Jasper Therapeutics Inc. | 0.64% | 350,000 | $7.5M | — |
| ITOS Iteos Therapeutics Inc. | 0.62% | 946,915 | $7.3M | — |
| CMRX Chimerix Inc. | 0.61% | 2,060,000 | $7.2M | — |
| TIL Instil Bio Inc. | 0.58% | 355,500 | $6.8M | — |
| AMLX Amylyx Pharmaceuticals Inc. | 0.56% | 1,750,000 | $6.6M | — |
| IOVA Iovance Biotherapeutics Inc. | 0.47% | 750,000 | $5.5M | — |
| CLYM Climb Bio Inc. | 0.40% | 2,603,190 | $4.7M | — |
| SMMT Summit Therapeutics Inc. | 0.38% | 250,000 | $4.5M | — |
| TERN Terns Pharmaceuticals Inc. | 0.35% | 752,000 | $4.2M | — |
| KROS Keros Therapeutics Inc. | 0.34% | 250,000 | $4.0M | — |
| APGE Apogee Therapeutics Inc. | 0.33% | 86,000 | $3.9M | — |
| OLMA Olema Pharmaceuticals Inc. | 0.32% | 650,000 | $3.8M | — |
| MERSANA THERAPEUTICS INC | 0.32% | 2,635,000 | $3.8M | — |
| SANA Sana Biotechnology Inc. | 0.21% | 1,545,000 | $2.5M | — |
| BCAX Bicara Therapeutics Inc. | 0.20% | 135,000 | $2.4M | — |
| RLAY Relay Therapeutics Inc. | 0.19% | 536,132 | $2.2M | — |
| PRLD Prelude Therapeutics Inc. | 0.19% | 1,708,187 | $2.2M | — |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.12% | 450,000 | $1.4M | — |
| BDTX Black Diamond Therapeutics I | 0.09% | 506,000 | $1.1M | — |
| OBIO Orchestra Biomed Holdings Inc. | 0.08% | 238,193 | $953K | — |
| ZURA Zura Bio Ltd. | 0.06% | 300,000 | $750K | — |
| MIST Milestone Pharmaceuticals Inc. | 0.06% | 309,007 | $729K | — |
| BOLD Boundless Bio Inc. | 0.06% | 250,000 | $725K | — |
| BCAB Bioatla Inc. | 0.03% | 686,347 | $406K | — |
| DBVT DBV Technologies SA-Spon ADR | 0.01% | 50,000 | $155K | — |
Other holdings (2): bonds, preferreds, convertibles and warrants · $63K (not counted above)
Total filed on the 13F, all lines: $1.2B.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $1.3B | TNGX, RVMD, ABVX, QURE, KOD |
| Q1 2026 | 53 | $761.7M | TNGX, KOD, RVMD, KYMR, CELC |
| Q4 2025 | 43 | $456.8M | TNGX, RVMD, KOD, KYMR, CELC |
| Q3 2025Amended | 32 | $313.7M | TNGX, QURE, RVMD, KYMR, KOD |
| Q2 2025Amended | 18 | $198.6M | TNGX, RVMD, REPL, MRUS, KYMR |
| Q1 2025Amended | 26 | $332.4M | RVMD, NUVL, MRUS, RNAM, ANAB |
| Q4 2024 | 58 | $1.2B | RVMD, SWTX, NUVL, MRUS, RNAM |