Which funds own RVMD
Revolution Medicines Inc in the Q2 2026 filings. At least 10 of the 91 current managers on file reported a position, worth $9.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 10
- at least, of 91 current
- Combined value
- $9.4bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 8
- 4 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Farallon Capital Management LLC Long/short equity · $21.7bn book | $2.5bn | 12% | 13,550,796 | +$1.2bn-54,000 | Trimmed |
| Fidelity (FMR LLC) Long-only · $2304bn book | $2.3bn | 0.1% | 12,200,422 | +$1.5bn+3,736,108 | Added |
| Janus Henderson Group Ltd Long-only · $245bn book | $2.0bn | 0.8% | 10,736,145 | +$1.1bn+969,649 | Added |
| Capital World Investors Long-only · $846bn book | $751m | 0.1% | 4,008,244 | opened4,008,244 | New |
| Wellington Management Group LLP Long-only · $580bn book | $720m | 0.1% | 3,843,415 | +$134m-2,184,404 | Trimmed |
| MFS Investment Management Long-only · $315bn book | $377m | 0.1% | 2,012,317 | opened2,012,317 | New |
| Woodline Partners LP Long/short equity · $32.4bn book | $375m | 1.2% | 2,002,863 | +$131m-503,707 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $255m | 0.6% | 1,359,269 | +$15m-1,109,375 | Trimmed |
| Baillie Gifford & Co Long-only · $110bn book | $49m | 0.0% | 263,466 | +$31m+76,394 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $15m | 0.2% | 81,700 | +$9.9m+26,100 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Voloridge Investment Management LLC · Quantitative$36m held before
- Verition Fund Management LLC · Multi-strategy$20m held before
- Walleye Capital LLC · Multi-strategy$3.1m held before
- Davidson Kempner Capital Management LP · Long/short equity$2.6m held before
Ownership through time
At least 17 of the 95 managers whose filings are on file listed RVMD in Q2 2026, against 4 in Q1 2020. 2 managers more than in Q1 2026: 3 started positions; 3 listed it again; 2 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2020: 4
- Q2 2020: 1
- Q3 2020: 3
- Q4 2020: 4
- Q1 2021: 5
- Q2 2021: 5
- Q3 2021: 3
- Q4 2021: 3
- Q1 2022: 3
- Q2 2022: 3
- Q3 2022: 3
- Q4 2022: 3
- Q1 2023: 5
- Q2 2023: 7
- Q3 2023: 8
- Q4 2023: 8
- Q1 2024: 10
- Q2 2024: 9
- Q3 2024: 10
- Q4 2024: 11
- Q1 2025: 7
- Q2 2025: 8
- Q3 2025: 7
- Q4 2025: 18
- Q1 2026: 15
- Q2 2026: 17
- Q1 2020: $21m
- Q2 2020: $29m
- Q3 2020: $388m
- Q4 2020: $451m
- Q1 2021: $846m
- Q2 2021: $325m
- Q3 2021: $133m
- Q4 2021: $174m
- Q1 2022: $174m
- Q2 2022: $189m
- Q3 2022: $206m
- Q4 2022: $263m
- Q1 2023: $526m
- Q2 2023: $685m
- Q3 2023: $766m
- Q4 2023: $1.0bn
- Q1 2024: $1.3bn
- Q2 2024: $1.6bn
- Q3 2024: $1.9bn
- Q4 2024: $2.2bn
- Q1 2025: $1.7bn
- Q2 2025: $1.7bn
- Q3 2025: $2.2bn
- Q4 2025: $4.3bn
- Q1 2026: $4.8bn
- Q2 2026: $10.3bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital World Investorsnew: 4,008,244 shares+$751m
- Fidelity (FMR LLC)8,464,314 to 12,200,422 shares+$700m
- MFS Investment Managementnew: 2,012,317 shares+$377m
- Janus Henderson Group Ltd9,766,496 to 10,736,145 shares+$182m
- Baillie Gifford & Co187,072 to 263,466 shares+$14m
Largest decreases, by shares
- Wellington Management Group LLP6,027,819 to 3,843,415 shares-$409m
- Holocene Advisors LP2,468,644 to 1,359,269 shares-$208m
- T. Rowe Price Associates Inc3,232,213 to 2,390,303 shares-$158m
- Two Sigma Investments LP1,558,807 to 737,697 shares-$154m
- Woodline Partners LP2,506,570 to 2,002,863 shares-$94m
Left it
- Verition Fund Management LLCwas $11m
- Davidson Kempner Capital Management LPwas $2.6m
What RVMD is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around RVMD →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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