SEC 13F Intelligence

Boxer Capital, LLC / RVMD

Boxer Capital, LLC’s Revolution Medicines Inc Position

Does Boxer Capital, LLC own Revolution Medicines Inc (RVMD)? Not currently — the last reported position was 4.28M shares worth $194M in Q3 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$194M
Q3 2024
Shares
4.28M
% of Portfolio
+9.52%
Quarters Held
19
position exited

Position History RVMD

Reported value by quarter
Q1 ’20: $67MQ1 ’20Q2 ’20: $93MQ3 ’20: $115MQ4 ’20: $131MQ4 ’20Q1 ’21: $160MQ2 ’21: $111MQ3 ’21: $96MQ3 ’21Q4 ’21: $88MQ1 ’22: $89MQ2 ’22: $68MQ2 ’22Q3 ’22: $79MQ4 ’22: $95MQ1 ’23: $101,461Q1 ’23Q2 ’23: $125,304Q3 ’23: $130MQ4 ’23: $123MQ4 ’23Q1 ’24: $138MQ2 ’24: $166MQ3 ’24: $194MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20244.28M$194M+9.52%
Q2 20244.28M$166M+8.75%
Q1 20244.28M$138M+6.81%
Q4 20234.28M$123M+6.12%
Q3 20234.68M$130M+6.90%
Q2 20234.68M$125,304+5.81%
Q1 20234.68M$101,461+4.98%
Q4 20223.98M$95M+5.00%
Q3 20223.98M$79M+4.42%
Q2 20223.48M$68M+4.30%
Q1 20223.48M$89M+4.57%
Q4 20213.48M$88M+3.41%
Q3 20213.48M$96M+3.35%
Q2 20213.48M$111M+3.90%
Q1 20213.48M$160M+5.42%
Q4 20203.31M$131M+4.21%
Q3 20203.31M$115M+3.98%
Q2 20202.96M$93M+4.11%
Q1 20203.05M$67M+4.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Boxer Capital, LLC’s full portfolio or all institutional holders of RVMD.