Holders over time
- RVMD
- GILD
| Quarter | RVMD | GILD |
|---|---|---|
| Q3 2020 | 3 holders, $388m | 25 holders, $14.2bn |
| Q4 2020 | 4 holders, $451m | 27 holders, $13.4bn |
| Q1 2021 | 5 holders, $846m | 24 holders, $14.5bn |
| Q2 2021 | 5 holders, $325m | 18 holders, $14.9bn |
| Q3 2021 | 3 holders, $133m | 20 holders, $16.4bn |
| Q4 2021 | 3 holders, $174m | 20 holders, $16.8bn |
| Q1 2022 | 3 holders, $174m | 28 holders, $13.2bn |
| Q2 2022 | 3 holders, $189m | 26 holders, $13.6bn |
| Q3 2022 | 3 holders, $206m | 24 holders, $13.3bn |
| Q4 2022 | 3 holders, $263m | 32 holders, $21.1bn |
| Q1 2023 | 5 holders, $526m | 27 holders, $21.8bn |
| Q2 2023 | 7 holders, $685m | 24 holders, $20.7bn |
| Q3 2023 | 8 holders, $766m | 24 holders, $20.0bn |
| Q4 2023 | 8 holders, $1.0bn | 22 holders, $21.5bn |
| Q1 2024 | 10 holders, $1.3bn | 30 holders, $20.3bn |
| Q2 2024 | 9 holders, $1.6bn | 28 holders, $18.5bn |
| Q3 2024 | 10 holders, $1.9bn | 29 holders, $24.2bn |
| Q4 2024 | 11 holders, $2.2bn | 28 holders, $25.9bn |
| Q1 2025 | 7 holders, $1.7bn | 33 holders, $32.0bn |
| Q2 2025 | 8 holders, $1.7bn | 27 holders, $30.9bn |
| Q3 2025 | 7 holders, $2.2bn | 23 holders, $29.4bn |
| Q4 2025 | 18 holders, $4.3bn | 25 holders, $34.3bn |
| Q1 2026 | 15 holders, $4.8bn | 25 holders, $38.5bn |
| Q2 2026 | 17 holders, $10.3bn | 26 holders, $34.2bn |
Revolution Medicines Inc
- Holders
- 15
- Reported value
- $4.8bn
- Buyers
- 14
- Sellers
- 20
Breadth -6 among 91 comparable managers.
Gilead Sciences Inc
- Holders
- 25
- Reported value
- $38.5bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only RVMD (7)
Baillie Gifford & Co, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Farallon Capital Management LLC, Moore Capital Management LP, Two Sigma Investments LP, Verition Fund Management LLC
Only GILD (17)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Walleye Capital LLC
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.