Boxer Capital Management, LLC
Annual return '25
+25.2%
SPY '25
+17.7%
Alpha
+7.5ptsvs SPY
Invested
$761.7M
Holdings
53
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TNGX
TANGO THERAPEUTICS INC
Q4 2024: New position (10.38M shares)
30.2%
02
$KOD
KODIAK SCIENCES INC
Q4 2024: New position (1.00M shares)
6.9%
03
$RVMD
REVOLUTION MEDICINES INC
Q1 2026: New position (59.4k shares)
6.5%
04
$KYMR
KYMERA THERAPEUTICS INC
Q1 2026: New position (27.0k shares)
3.6%
05
$CELC
CELCUITY INC
Held since at least Q1 2024
3.4%
06
$SRZN
SURROZEN INC
Held since at least Q1 2024
3.0%
07
$ABVX
ABIVAX SA
Q1 2026: New position (50.0k shares)
3.0%
08
$TERN
TERNS PHARMACEUTICALS INC
Q1 2026: New position (37.0k shares)
2.6%
09
$PCVX
VAXCYTE INC
Held since at least Q1 2024
2.5%
10
$CAPR
CAPRICOR THERAPEUTICS INC
Held since at least Q1 2024
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.