BC
RVMD icon

Boxer Capital’s Revolution Medicines RVMD Stock Holding History

Boxer Capital’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
2024
Q4 		– Sell
-4,279,464
Closed -$194M – 47
2024
Q3 		$194M Hold
4,279,464
– – 9.52% 1
2024
Q2 		$166M Hold
4,279,464
– – 8.75% 1
2024
Q1 		$138M Hold
4,279,464
– – 6.81% 3
2023
Q4 		$123M Sell
4,279,464
-404,800
-9% -$9.73M 6.12% 4
2023
Q3 		$130M Hold
4,684,264
– – 6.9% 2
2023
Q2 		$125M Hold
4,684,264
– – 5.81% 3
2023
Q1 		$101M Buy
4,684,264
+700,000
+18% +$17.2M 4.98% 7
2022
Q4 		$94.9M Hold
3,984,264
– – 5% 4
2022
Q3 		$78.6M Buy
3,984,264
+500,000
+14% +$11M 4.42% 6
2022
Q2 		$67.9M Hold
3,484,264
– – 4.3% 4
2022
Q1 		$88.9M Hold
3,484,264
– – 4.57% 5
2021
Q4 		$87.7M Hold
3,484,264
– – 3.41% 8
2021
Q3 		$95.9M Hold
3,484,264
– – 3.35% 6
2021
Q2 		$111M Hold
3,484,264
– – 3.9% 5
2021
Q1 		$160M Buy
3,484,264
+175,000
+5% +$7.85M 5.42% 3
2020
Q4 		$131M Hold
3,309,264
– – 4.21% 6
2020
Q3 		$115M Buy
3,309,264
+350,000
+12% +$9.69M 3.98% 4
2020
Q2 		$93.4M Sell
2,959,264
-90,500
-3% -$2.85M 4.11% 5
2020
Q1 		$66.8M Buy
+3,049,764
New +$84.4M 4.55% 5

Other funds holding RVMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boxer Capital's RVMD Position: Q4 2024 in Review

Boxer Capital sold out of Revolution Medicines (RVMD) in Q4 2024, closing a stake of 4,279,464 shares — an estimated $194M sold.

Boxer Capital first reported a position in RVMD in Q1 2020 and held it in 19 quarters. The position peaked at $194M in Q3 2024. 281 funds tracked by Wall St. Rank hold RVMD as of Q4 2024.

  • Boxer Capital reported no remaining Revolution Medicines position as of Q4 2024 after selling out during the quarter.
  • Boxer Capital sold 4,279,464 Revolution Medicines shares in Q4 2024, an estimated $194M.
  • Boxer Capital first reported a position in Revolution Medicines in Q1 2020 and held it in 19 quarters.
  • Boxer Capital's Revolution Medicines position peaked at $194M in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Revolution Medicines as of Q4 2024.

Based on Boxer Capital's 13F filing for Q4 2024.