RVMD in the 13F filings
Revolution Medicines Inc · CUSIP 76155X100
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 24 May 2024
- latest of these filings; the earliest 13 May 2024
- Managers listing it
- 10
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 8 listed it in both
- Shares listed
- 40,433,957
- combined, among listed positions
- Reported value
- $1.3bn
- combined, at the quarter end
Among the 93 comparable managers: 7 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 Q1 2024
10 of 10 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 14,714,726 | $474m | 0.08% | Trimmed | -167,360 | 15 May 2024 (the filing on sec.gov) |
| Farallon Capital Management LLC | 7,507,872 | $242m | 1.03% | Added | +771,018 | 24 May 2024 (the filing on sec.gov) |
| T. Rowe Price Associates Inc | 4,814,310 | $155m | under 0.1% | Added | +177,957 | 15 May 2024 (the filing on sec.gov) |
| Janus Henderson Group Ltd | 3,912,119 | $126m | 0.07% | Added | +1,712,639 | 15 May 2024 (the filing on sec.gov) |
| Woodline Partners LP | 3,797,148 | $122m | 1.13% | Added | +837,108 | 15 May 2024 (the filing on sec.gov) |
| Holocene Advisors LP | 2,422,411 | $78m | 0.29% | Trimmed | -459,744 | 15 May 2024 (the filing on sec.gov) |
| Balyasny Asset Management LLC | 1,654,895 | $53m | 0.09% | Added | n.a. | 13 May 2024 (the filing on sec.gov) |
| Marshall Wace LLP | 1,535,940 | $50m | 0.08% | Added | +327,011 | 15 May 2024 (the filing on sec.gov) |
| Moore Capital Management LP | 55,600 | $1.8m | under 0.1% | Held | 0 | 15 May 2024 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 18,936 | $610k | under 0.1% | New | new | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 3,912,119 shares now+1,712,639
- Woodline Partners LPexisting position · 3,797,148 shares now+837,108
- Farallon Capital Management LLCexisting position · 7,507,872 shares now+771,018
- Marshall Wace LLPexisting position · 1,535,940 shares now+327,011
- T. Rowe Price Associates Incexisting position · 4,814,310 shares now+177,957
Reductions
- Holocene Advisors LPexisting position · 2,422,411 shares now-459,744
- Wellington Management Group LLPexisting position · 14,714,726 shares now-167,360
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 →