Boxer Capital RVMD Position
Exited12-Fund ConvergenceBoxer Capital exited their position in Revolution Medicines Inc. (RVMD) in Q4 2024, after holding the stock for 12 quarters.
The position was first reported in Q1 2022 and has been tracked across 12 quarterly 13F filings.
RVMD is a convergence signal: 12 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 3 readout for RMC-6236 in 75 days (Jun 30, 2026), making the timing of Boxer's position particularly relevant.
About Revolution Medicines Inc.
Revolution Medicines, Inc., a clinical-stage precision oncology company, focuses on developing therapies to inhibit frontier targets in RAS-addicted cancers. The company is developing RMC-4630, an inhibitor of SHP2, which is in Phase 1/2 clinical trial for the treatment of solid tumors, such as gynecologic and colorectal cancer tumors. It also develops RMC-5845, a selective inhibitor of SOS1, a protein that converts RAS (OFF) to RAS (ON) in cells; and RMC-5552, a hyperactivated selective inhibitor of mTORC1 signaling in tumors. In addition, the company is developing RMC-6291, a mutant-selective inhibitor of KRASG12C(ON) and NRASG12C(ON); and RMC-6236, a RAS-selective inhibitor of multiple RAS(ON) variants. Further, it develops RAS(ON) Inhibitors targeting KRASG13C(ON) and KRASG12D(ON). The company has a collaboration agreement with Sanofi for the research and development of SHP2 inhibitors, including RMC-4630. Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.
Full company profile →Short Interest
7.7%
6.4 days to cover
Boxer Capital RVMD Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2024 | Exited | 0 | -4,279,464 | $0 |
| Q3 2024 | Held | 4,279,464 | — | $194.1M |
| Q2 2024 | Held | 4,279,464 | — | $166.1M |
| Q1 2024 | Held | 4,279,464 | — | $137.9M |
| Q4 2023 | Decreased | 4,279,464 | -404,800 | $122.7M |
| Q3 2023 | Held | 4,684,264 | — | $129.7M |
| Q2 2023 | Held | 4,684,264 | — | $125.3M |
| Q1 2023 | Increased | 4,684,264 | +700,000 | $101.5M |
| Q4 2022 | Held | 3,984,264 | — | $94.9M |
| Q3 2022 | Increased | 3,984,264 | +500,000 | $78.6M |
| Q2 2022 | Held | 3,484,264 | — | $67.9M |
| Q1 2022 | New | 3,484,264 | +3,484,264 | $88.9M |
Frequently Asked Questions
Does Boxer Capital own RVMD?
No. Boxer Capital exited their position in Revolution Medicines Inc. (RVMD) in Q4 2024. They previously held the stock for 12 quarters.
How many hedge funds own RVMD?
12 specialist biotech hedge funds currently hold RVMD, including Baker Bros. Advisors, BVF Partners, Deerfield Management and 9 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Boxer Capital first buy RVMD?
Boxer Capital's position in RVMD was first reported in Q1 2022. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Boxer Capital's RVMD position increasing or decreasing?
Boxer Capital completely exited their RVMD position in the most recent quarter.
Get the weekly biotech signal briefing
Fund moves, convergence shifts, insider buys, and catalyst alerts — delivered free every Monday.
RVMDCompany Page →
All fund holders, insider trades, catalysts, and cash runway
Boxer CapitalPortfolio →
Full 13F holdings, sector breakdown, and top movers
Drill into any signal
Fund Convergence
See which stocks multiple specialist funds are buying at once
Catalyst Calendar
Every PDUFA date, Phase 3 readout, and AdCom in one view
Insider Trading
When executives buy their own stock — the strongest bullish signal
Cash Runway
Which biotechs are running low on cash and face dilution risk
Short Squeeze
High short interest + fund buying + upcoming catalyst = squeeze setup
Signal Rankings
Every signal in one composite score — ranked by conviction
Biotech Movers
Stocks with the most signal activity right now across all signals
13F Changes
What top biotech funds bought and sold in the latest 13F filing
Want AI context on every signal? Start free trial →