Boxer Capital Management, LLC 13F 持仓 · 2026年Q2
Boxer Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 13.28 亿美元。前几大持仓：TNGX（25.61%）、RVMD（7.05%）、ABVX（6.07%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TNGX | TANGO THERAPEUTICS INC | $340.0M | 25.61% | 10.9M | 持平 |
| 2 | RVMD | REVOLUTION MEDICINES INC | $93.6M | 7.05% | 500,000 | 持平 |
| 3 | ABVX | ABIVAX SA | $80.6M | 6.07% | 605,000 | 增持 |
| 4 | QURE | UNIQURE NV | $69.2M | 5.21% | 1.5M | 增持 |
| 5 | KOD | KODIAK SCIENCES INC | $57.6M | 4.34% | 1.5M | 增持 |
| 6 | KYMR | KYMERA THERAPEUTICS INC | $49.2M | 3.71% | 429,100 | 增持 |
| 7 | DFTX | DEFINIUM THERAPEUTICS INC | $47.0M | 3.54% | 998,500 | 增持 |
| 8 | REPL | REPLIMUNE GROUP INC | $44.1M | 3.32% | 4.0M | 增持 |
| 9 | CELC | CELCUITY INC | $43.6M | 3.28% | 416,530 | 增持 |
| 10 | QTTB | Q32 BIO INC | $40.1M | 3.02% | 3.1M | 新建仓 |
| 11 | CAPR | CAPRICOR THERAPEUTICS INC | $33.6M | 2.53% | 1.4M | 增持 |
| 12 | PGEN | PRECIGEN INC | $29.4M | 2.21% | 5.2M | 增持 |
| 13 | CORT | CORCEPT THERAPEUTICS INC | $29.2M | 2.20% | 335,500 | 增持 |
| 14 | SRZN | Surrozen Inc. | $27.0M | 2.03% | 1.1M | 增持 |
| 15 | PTGX | PROTAGONIST THERAPEUTICS INC | $20.8M | 1.57% | 170,000 | 持平 |
| 16 | VIR | VIR BIOTECHNOLOGY INC | $19.0M | 1.43% | 1.9M | 持平 |
| 17 | PCVX | VAXCYTE INC | $18.9M | 1.42% | 325,000 | 持平 |
| 18 | URGN | UROGEN PHARMA LTD | $18.4M | 1.39% | 500,000 | 持平 |
| 19 | CRVS | CORVUS PHARMACEUTICALS INC | $16.4M | 1.24% | 1.1M | 持平 |
| 20 | PTCT | PTC THERAPEUTICS INC | $16.3M | 1.23% | 200,000 | 持平 |
| 21 | PRAX | PRAXIS PRECISION MEDICINES I | $15.6M | 1.17% | 46,457 | 持平 |
| 22 | AMLX | AMYLYX PHARMACEUTICALS INC | $14.4M | 1.08% | 800,000 | 持平 |
| 23 | OCUL | OCULAR THERAPEUTIX INC | $12.8M | 0.96% | 1.3M | 增持 |
| 24 | IRD | OPUS GENETICS INC | $11.6M | 0.87% | 2.8M | 增持 |
| 25 | PALI | PALISADE BIO INC | $10.0M | 0.76% | 4.8M | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR