RVMD in the 13F filings
Revolution Medicines Inc · CUSIP 76155X100
- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 12 Feb 2025
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 9 listed it in both
- Shares listed
- 49,331,215
- combined, among listed positions
- Reported value
- $2.2bn
- combined, at the quarter end
Among the 94 comparable managers: 8 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing RVMD in Q4 2024
11 of 11 holders
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 9,483,999 shares now+3,346,755
- Farallon Capital Management LLCexisting position · 13,248,692 shares now+1,931,000
- Holocene Advisors LPexisting position · 2,996,710 shares now+847,149
- T. Rowe Price Associates Incexisting position · 5,865,962 shares now+552,657
- Woodline Partners LPexisting position · 3,885,713 shares now+452,000
Reductions
- Wellington Management Group LLPexisting position · 10,821,691 shares now-579,703
- Balyasny Asset Management LLCexisting position · 1,302,848 shares now-348,957
New positions and exits
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2020 | 4 | $21m | n.a. | n.a. |
| Q2 2020 | 1 | $29m | n.a. | n.a. |
| Q3 2020 | 3 | $388m | n.a. | n.a. |
| Q4 2020 | 4 | $451m | n.a. | n.a. |
| Q1 2021 | 5 | $846m | n.a. | n.a. |
| Q2 2021 | 5 | $325m | n.a. | n.a. |
| Q3 2021 | 3 | $133m | n.a. | n.a. |
| Q4 2021 | 3 | $174m | n.a. | n.a. |
| Q1 2022 | 3 | $174m | n.a. | n.a. |
| Q2 2022 | 3 | $189m | n.a. | n.a. |
| Q3 2022 | 3 | $206m | n.a. | n.a. |
| Q4 2022 | 3 | $263m | n.a. | n.a. |
| Q1 2023 | 5 | $526m | n.a. | n.a. |
| Q2 2023 | 7 | $685m | n.a. | n.a. |
| Q3 2023 | 8 | $766m | n.a. | n.a. |
| Q4 2023 | 8 | $1.0bn | 5 | 3 |
| Q1 2024 | 10 | $1.3bn | 7 | 2 |
| Q2 2024 | 9 | $1.6bn | 4 | 4 |
| Q3 2024 | 10 | $1.9bn | 6 | 3 |
| Q4 2024 | 11 | $2.2bn | 8 | 2 |
| Q1 2025 | 7 | $1.7bn | 5 | 1 |
| Q2 2025 | 8 | $1.7bn | 3 | 4 |
| Q3 2025 | 7 | $2.2bn | 3 | 3 |
| Q4 2025 | 18 | $4.3bn | 23 | 9 |
| Q1 2026 | 15 | $4.8bn | 14 | 20 |
| Q2 2026 | 17 | $10.3bn | 16 | 23 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
RVMD and GILD →RVMD and AMGN →RVMD and ARGX →Choose a stock to compare with RVMD →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own RVMD, latest filings →Back to the 13F Explorer →