Boxer Capital Management’s Nuvalent NUVL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-450,000	Closed	-$31.9M	–	27
2025 Q1	$31.9M	Sell	450,000 -670,192	-60%	-$47.5M	9.6%	2
2024 Q4	$87.7M	Buy	+1,120,192	New	+$87.7M	7.47%	3