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Boxer Capital Management, LLC

CIK:0002018299
Hedge Fund
$199M AUM
20 holdings
San Diego, CA, US
Founded:2015
19 employees
Latest filing:Jun 30, 2025

Boxer Capital Management, LLC is a hedge fund based in San Diego, California, United States. The firm was incorporated in Delaware and primarily manages investments in the biotechnology and life sciences sectors. As of June 2025, it manages around $199 million in regulatory assets and employs approximately 19 professionals, with the majority in investment roles. Founded in the 2010s, Boxer Capital serves institutional clients and high net-worth individuals, focusing on public and private healthcare sector investments.

Investment Strategy

Boxer Capital Management focuses on investments primarily in the biotechnology and life sciences industries, employing a fundamental, research-driven approach. The firm seeks to create long-term value by investing in innovative public and private healthcare companies, maintaining a concentrated portfolio with significant stakes in select biotech firms. Their strategy includes both long and short positions, with active monitoring of portfolio companies and a willingness to engage with management teams when appropriate.

Top Buys
T
TNGXTANGO THERAPEUTICS INC
+$35.8M
K
KYMRKYMERA THERAPEUTICS INC
+$10.0M
I
ITOSITEOS THERAPEUTICS INC
+$8.2M
U
URGNUROGEN PHARMA LTD
+$7.9M
C
CBIOCRESCENT BIOPHARMA INC.
+$7.3M
Top Sells
N
NUVLNUVALENT INC
-$31.9M
A
ANABANAPTYSBIO INC
-$24.2M
R
RVMDREVOLUTION MEDICINES INC
-$17.4M
A
APLSAPELLIS PHARMACEUTICALS INC
-$15.6M
C
CMRXCHIMERIX INC
-$15.4M

Top Holdings

T
TNGXTANGO THERAPEUTICS INC
+25.2%$50.0M
R
RVMDREVOLUTION MEDICINES INC
+14.7%$29.2M
R
REPLREPLIMUNE GROUP INC
+10.3%$20.5M
M
MRUSMERUS N V
+9.7%$19.2M
K
KYMRKYMERA THERAPEUTICS INC
+9.5%$18.9M

Equity Positions (20)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
T
TNGX
TANGO THERAPEUTICS INC25.18%$50.0M9,771,485$3.09$5.12+$35.8M
R
RVMD
REVOLUTION MEDICINES INC14.69%$29.2M792,977$43.74$36.79-$17.4M
R
REPL
REPLIMUNE GROUP INC10.34%$20.5M2,211,341$11.58$9.29+$3.0M
M
MRUS
MERUS N V9.66%$19.2M365,000$42.05$52.60-$10.3M
K
KYMR
KYMERA THERAPEUTICS INC9.49%$18.9M432,010$41.07$43.64+$10.0M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+61.5%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+42.2%