Boxer Capital Management, LLC

Comprehensive Analysis of Boxer Capital Management LLC 13F Filing

Portfolio Overview

Boxer Capital Management LLC manages a concentrated, high-conviction portfolio totaling approximately $266.73 million as of September 30, 2025. The firm has executed a significant strategic pivot over the quarter, evidenced by a 34.3% increase in total portfolio value (rising from $198.66 million) and a substantial turnover in holdings. The portfolio consists of only 26 positions, indicating a ...