Boxer Capital Management, LLC
13F filer · CIK 2018299 · San Diego, CA
Summary
Boxer Capital Management, LLC reported $1.33B across 63 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TNGX (25.6%), RVMD (7.1%), ABVX (6.1%). Versus 2026 Q1, leaving options aside, it opened 12 new positions, added to 17, trimmed 1 and sold out of 3.
Reported value$1.33B
Positions63
Report period2026 Q2
FiledAug 14, 2026
New positions12
Added17
Trimmed1
Sold out3
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 25.6%Value $339.99MPrice $24.42Shares 10.88MSince Jun 30 -21.88%
Weight 7.1%Value $93.64MPrice $204.48Shares 500KSince Jun 30 +9.18%
Weight 6.1%Value $80.62MPrice $98.50Shares 605K +202.50%Since Jun 30 -26.08%
Weight 5.2%Value $69.24MPrice $24.51Shares 1.50M +127.08%Since Jun 30 -46.79%
Weight 4.3%Value $57.57MPrice $91.12Shares 1.48M +8.57%Since Jun 30 +133.88%
Weight 3.7%Value $49.20MPrice $110.51Shares 429K +30.39%Since Jun 30 -3.63%
Weight 3.5%Value $46.97MPrice $38.21Shares 999K +66.83%Since Jun 30 -18.77%
Weight 3.3%Value $44.09MPrice $13.00Shares 3.98M +238.98%Since Jun 30 +17.43%
Weight 3.3%Value $43.58MPrice $77.38Shares 417K +85.12%Since Jun 30 -26.04%
Weight 3.0%Value $40.12MPrice $9.53Shares 3.15MSince Jun 30 -25.20%
Weight 2.5%Value $33.60MPrice $8.57Shares 1.40M +136.47%Since Jun 30 -64.41%
Weight 2.2%Value $29.36MPrice $8.05Shares 5.15M +47.14%Since Jun 30 +41.23%
Weight 2.2%Value $29.17MPrice $114.74Shares 336K +34.20%Since Jun 30 +31.96%
Weight 2.0%Value $26.96MPrice $31.98Shares 1.11M +44.29%Since Jun 30 +31.14%
Weight 1.6%Value $20.84MPrice $140.97Shares 170KSince Jun 30 +15.00%
Weight 1.4%Value $19.01MPrice $10.65Shares 1.87MSince Jun 30 +4.51%
Weight 1.4%Value $18.89MPrice $56.69Shares 325KSince Jun 30 -2.48%
Weight 1.4%Value $18.40MPrice $40.45Shares 500KSince Jun 30 +9.92%
Weight 1.2%Value $16.43MPrice $11.76Shares 1.10MSince Jun 30 -21.29%
Weight 1.2%Value $16.31MPrice $64.96Shares 200KSince Jun 30 -20.36%
Weight 1.2%Value $15.55MPrice $281.00Shares 46KSince Jun 30 -16.07%
Weight 1.1%Value $14.37MPrice $29.28Shares 800KSince Jun 30 +63.03%
Weight 1.0%Value $12.77MPrice $7.87Shares 1.30M +271.43%Since Jun 30 -19.86%
Weight 0.9%Value $11.57MPrice $4.95Shares 2.81M +25.11%Since Jun 30 +20.56%
Weight 0.8%Value $10.03MPrice $1.45Shares 4.80MSince Jun 30 -30.62%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 25.6% | $339.99M | -21.88% | — | Hold | |
| 7.1% | $93.64M | +9.18% | — | Hold | |
| 6.1% | $80.62M | -26.08% | +202.50% | Add | |
| 5.2% | $69.24M | -46.79% | +127.08% | Add | |
| 4.3% | $57.57M | +133.88% | +8.57% | Add | |
| 3.7% | $49.20M | -3.63% | +30.39% | Add | |
| 3.5% | $46.97M | -18.77% | +66.83% | Add | |
| 3.3% | $44.09M | +17.43% | +238.98% | Add | |
| 3.3% | $43.58M | -26.04% | +85.12% | Add | |
| 3.0% | $40.12M | -25.20% | — | New | |
| 2.5% | $33.60M | -64.41% | +136.47% | Add | |
| 2.2% | $29.36M | +41.23% | +47.14% | Add | |
| 2.2% | $29.17M | +31.96% | +34.20% | Add | |
| 2.0% | $26.96M | +31.14% | +44.29% | Add | |
| 1.6% | $20.84M | +15.00% | — | Hold | |
| 1.4% | $19.01M | +4.51% | — | Hold | |
| 1.4% | $18.89M | -2.48% | — | Hold | |
| 1.4% | $18.40M | +9.92% | — | Hold | |
| 1.2% | $16.43M | -21.29% | — | Hold | |
| 1.2% | $16.31M | -20.36% | — | Hold | |
| 1.2% | $15.55M | -16.07% | — | Hold | |
| 1.1% | $14.37M | +63.03% | — | Hold | |
| 1.0% | $12.77M | -19.86% | +271.43% | Add | |
| 0.9% | $11.57M | +20.56% | +25.11% | Add | |
| 0.8% | $10.03M | -30.62% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.