Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q3 2024 data
Boxer Capital, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Boxer Capital, LLC

โ€ขCIK: 1465837โ€ขFiling: Q3 2024

**Boxer Capital, LLC** manages $2.0B across a portfolio of 68 positions. The firm maintains significant exposure to several names, notably leading with RVMD at $194.1M and TYRA at $151.6M. Further concentration is evident in NUVL ($114.6M), ONC ($112.3M), and CYTK ($110.9M). This allocation profile suggests a focused, conviction-driven approach across its holdings.

Total AUM
$2.0B
QoQ Performance
+7.3%
Positions
68
Top 10 Concentration
54.9%
Latest Filing
Q3 2024

Top Holdings Allocation

RVMD
TYRA
NUVL
ONC
CYTK
Spri
RVMD9.5%
TYRA7.4%
NUVL5.6%
ONC5.5%
CYTK5.4%
Springworks5.4%
2GH4.7%
SRPT4.0%

๐Ÿ“ˆ Biggest Buys

TIL
Instil Bio Inc
NEW
1.2% of portfolio
KYMR
Kymera Therapeutics Inc
NEW
1.0% of portfolio
NRIX
Nurix Therapeutics Inc
NEW
0.6% of portfolio
QURE
Uniqure NV
NEW
0.5% of portfolio
APGE
Apogee Therapeutics Inc
NEW
0.5% of portfolio

๐Ÿ“‰ Biggest Sells

FATE
Fate Therapeutics Inc
-39.6%
0.9% of portfolio
NKTX
Nkarta Inc
-28.1%
0.9% of portfolio
โ€”
Poseida Therapeutics
-55.3%
0.3% of portfolio
PRLD
Prelude Therapeutics Inc
-33.5%
0.2% of portfolio
IPSC
Century Therapeutics Inc
-20.4%
0.3% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q2 2024

ALLO
Allogene Therapeutics Inc
SOLD
$9.0M
AMLX
Amylyx Pharmaceuticals Inc
SOLD
$2.9M
ABSI
ABSCI Corporation
SOLD
$2.2M
โ€”
Atara Biotherapeutics Inc
SOLD
$1.4M
โ€”
DBV Technologies S A
SOLD
$200.3K

Changes from Q2 2024

NEW12 new positions
โ†‘1 increased
โ†“5 decreased

Historical Filings

Q3 2024Q2 2024Q1 2024Q4 2023