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Boxer Capital Management - Q2 2026 13F Filings

BO

Boxer Capital Management, LLC

CIK: 0002018299
Address: California San Diego 12860 El Camino Real Suite 300
$1.33 B
Portfolio Value
63
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. ABVX Abivax Société Anonyme
+$53.97 M
2. QTTB Q32 Bio
+$40.12 M
3. QURE Uniqure Nv
+$38.75 M
4. REPL Replimune Group
+$31.08 M
5. CELC Celcuity
+$20.04 M

Top Sells

Q2 2026
1. TERN Terns Pharmaceuticals
−$19.77 M
2. SLNO Soleno Therapeutics
−$6.7 M
3. ALLO Allogene Therapeutics
−$2.55 M
4. KALV Kalvista Pharmaceuticals
−$410,652

Asset Allocation

Stocks/ETFs
+74.33%
$1.33 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
0.00%
$1,067 0.00%

Sector Allocation (Stocks)

Boxer Capital Management Q2 2026 Filing Summary

Boxer Capital Management, LLC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 1.33 B reflecting a +74.33% change from the prior quarter, spanning 63 assets. The top 10 holdings comprised 65.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 3 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Boxer Capital Management’s Q2 2026 Filing

Boxer Capital Management submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Boxer Capital Management reported a managed portfolio value of 1.33 B, consisting of 63 individual positions.

This page displays the raw filing documents. To see which stocks Boxer Capital Management bought or sold during Q2 2026, please visit Boxer Capital Management's Portfolio Analysis page.