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
- 17
- Reported value
- $10.3bn
- Buyers
- 16
- Sellers
- 23
Breadth -7 among 91 comparable managers.
Gilead Sciences Inc
- Holders
- 26
- Reported value
- $34.2bn
- Buyers
- 22
- Sellers
- 16
Breadth +6 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only RVMD (8)
AQR Capital Management LLC, Baillie Gifford & Co, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Moore Capital Management LP, Two Sigma Investments LP
Only GILD (17)
AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Voloridge Investment Management 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.