SEC 13F Intelligence

Managers / Q1 2026

Boxer Capital Management, LLC

CIK 0002018299 · 12860 EL CAMINO REAL, SUITE 300, SAN DIEGO, CA, 92130 · 8584003115

Reported Value
$762M
Q1 2026
Positions
54
Filings on Record
9
2019–present window
Filed
May 15, 2026
original filing

Summary

Boxer Capital Management, Llc reported $762M in U.S.-listed holdings across 54 positions for Q1 2026.

The portfolio is heavily concentrated: TNGX alone accounts for 29.9% of reported value.

Compared with Q4 2025, the fund opened 13 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $1.2BQ4 ’24Q1 ’25: $332MQ1 ’25Q2 ’25: $199MQ2 ’25Q3 ’25: $314MQ3 ’25Q4 ’25: $457MQ4 ’25Q1 ’26: $762MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$762M54May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$457M45Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$314M34Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$199M20Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$332M28May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.2B60Feb 14, 202513F-HRchanges · 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 ↗.