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Boxer Capital Management’s Revolution Medicines RVMD Stock Holding History

Boxer Capital Management’s Portfolio RVMD Stock Details RVMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$93.6M Hold
500,000
– – 7.05% 2
2026
Q1 		$48.6M Buy
500,000
+100,000
+25% +$10.1M 6.38% 3
2025
Q4 		$31.9M Hold
400,000
– – 6.97% 2
2025
Q3 		$18.7M Sell
400,000
-392,977
-50% -$15.4M 5.95% 3
2025
Q2 		$29.2M Sell
792,977
-525,000
-40% -$20.2M 14.69% 2
2025
Q1 		$46.6M Sell
1,317,977
-2,961,487
-69% -$120M 14.02% 1
2024
Q4 		$187M Buy
+4,279,464
New +$216M 15.94% 1

Other funds holding RVMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Boxer Capital Management's RVMD Position: Q2 2026 in Review

Boxer Capital Management held its Revolution Medicines (RVMD) position steady in Q2 2026 at 500,000 shares worth $93.6M. The position accounts for 7.05% of the portfolio, ranked #2.

Boxer Capital Management first reported a position in RVMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $187M in Q4 2024. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Boxer Capital Management held 500,000 shares of Revolution Medicines worth $93.6M as of Q2 2026.
  • Boxer Capital Management left its Revolution Medicines share count unchanged in Q2 2026.
  • Revolution Medicines made up 7.05% of Boxer Capital Management's portfolio in Q2 2026, its #2 holding.
  • Boxer Capital Management first reported a position in Revolution Medicines in Q4 2024 and has held it in 7 quarters since.
  • Boxer Capital Management's Revolution Medicines position peaked at $187M in Q4 2024.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Boxer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.