9AT: BOXER CAPITAL MANAGEMENT, LLC

BOXER CAPITAL MANAGEMENT, LLC

BOXER CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date	05/11/2026
Registration	SEC, Approved, 05/24/2024
Other registrations (1)	SEC, 120-Day Approval, 05/24/2024
ADV Location	SAN DIEGO, CA, United States
Contact Info	858 xxxxxxx
Websites

AUM^*	578,221,564 -77%
of that, discretionary	578,221,564 -77%
Number of Employees	19 -21%
of those in investment advisory functions	8 -20%
Private Fund GAV^*	578,221,564 -58%
Avg Account Size	144,555,391 -94%
SMA’s	No
Private Funds	4 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

3B 2B 2B 1B 1B 727M 363M

2024 2025 2026

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Private Funds Structure

	Count	GAV
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Pie Radar

GAV Count

Top Holdings

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker87583X109	Stock NameTANGO THERAPEUTICS INC	$ Position$339,990,606	% Position26.00%	$ Change49.00%	# Change0.00%
Stck Ticker76155X100	Stock NameREVOLUTION MEDICINES INC	$ Position$93,640,000	% Position7.00%	$ Change93.00%	# Change0.00%
Stck Ticker00370M103	Stock NameABIVAX SA	$ Position$80,622,300	% Position6.00%	$ Change262.00%	# Change203.00%
Stck TickerN90064101	Stock NameUNIQURE NV	$ Position$69,241,998	% Position5.00%	$ Change540.00%	# Change127.00%
Stck Ticker24477V105	Stock NameDEFINIUM THERAPEUTICS INC	$ Position$46,969,440	% Position4.00%	$ Change315.00%	# Change67.00%
Stck Ticker50015M109	Stock NameKODIAK SCIENCES INC	$ Position$57,567,296	% Position4.00%	$ Change11.00%	# Change9.00%
Stck Ticker501575104	Stock NameKYMERA THERAPEUTICS INC	$ Position$49,204,897	% Position4.00%	$ Change80.00%	# Change30.00%
Stck Ticker14070B309	Stock NameCAPRICOR THERAPEUTICS INC	$ Position$33,595,356	% Position3.00%	$ Change87.00%	# Change136.00%
Stck Ticker15102K100	Stock NameCELCUITY INC	$ Position$43,577,368	% Position3.00%	$ Change70.00%	# Change85.00%
Stck Ticker76029N106	Stock NameREPLIMUNE GROUP INC	$ Position$44,091,810	% Position3.00%	$ Change391.00%	# Change239.00%

Brochure Summary

Overview

___________________________________________________________________________ Firm Description Boxer Capital Management, LLC (hereinafter “BCM,” “we,” “us” or “our”), a Delaware limited liability company that commenced operations in 2024, is an investment advisory firm based in San Diego, California. Aaron Davis serves as the Chief Executive Officer, controlling owner and portfolio manager of BCM. BCM intends to provide investment advisory services to a family of private funds sponsored by BCM (together with the SPVs, as defined below, the “Funds”) and to one or more separately managed accounts (the “Accounts”). In the future, we may, but are not obligated to, offer one or more investors in such Funds or other clients (or any other persons) the right to participate in investments in which the Funds participate if (a) we believe that such participation would benefit the Funds or a portfolio company or (b) we determine that the Funds have been allocated the full amount of such investment in a portfolio company in light of their risk-return profiles, available capital and other considerations we determine to be relevant. Any such investments that may be established in the future may be implemented and managed through a special purpose vehicle (“SPV”). The Funds and the Accounts are collectively referred to herein as the “Advisory Clients.” Our investment advisory services will focus on public and private securities and related assets of healthcare, life

sciences and biotechnology companies. The Funds, as applicable, will be managed pursuant to the terms, investment strategies and objectives specified in the confidential private placement memorandum, investment management agreements, LLC operating agreements, limited partnership agreements and/or, where noted, other related offering documents, relating to the respective fund, as they are amended from time to time (collectively, the “Governing Documents”). We may tailor our advice to the objectives of our Advisory Clients, but we do not plan to tailor our services to the investment, tax or any other particular objectives of any underlying investors in the Funds (“Fund Investors”). We will generally invest in public and private portfolio companies representing the entire lifecycle of drug development – from early-stage pre-clinical discovery assets to late-stage clinical and commercial stage companies – but we will be authorized to enter any type of investment transaction we deem appropriate under the terms of the applicable Fund’s Governing Documents. Fund Investors cannot place any restrictions or conditions on the investment strategy or trading activities of the Funds. We do not participate in any wrap fee programs. BCM has registered as an investment adviser as it expects to have regulatory assets under management sufficient to be eligible to register within 120 days of its registration; however, as of the date hereof, BCM does not advise any client assets on a discretionary basis.

BOXER CAPITAL MANAGEMENT, LLC

BOXER CAPITAL MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Top Holdings

Brochure Summary

Overview

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