Managers / Q4 2025 · view latest →
Boxer Capital Management, LLC
CIK 0002018299 · 12860 EL CAMINO REAL, SUITE 300, SAN DIEGO, CA, 92130 · 8584003115
Reported Value
$457M
Q4 2025
Positions
45
Filings on Record
9
2019–present window
Filed
Feb 17, 2026
original filing
Summary
Boxer Capital Management, Llc reported $457M in U.S.-listed holdings across 45 positions for Q4 2025.
The portfolio is heavily concentrated: TNGX alone accounts for 21.1% of reported value.
Compared with Q3 2025, the fund opened 15 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 89.8% · $410M
- Other · 5.3% · $24M
- ADR · 4.8% · $22M
- Equity WRT · 0.0% · $89,333
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $762M | 54 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $457M | 45 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $314M | 34 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $199M | 20 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $332M | 28 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 60 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.