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Affinity Asset Advisors’s Revolution Medicines RVMD Stock Holding History

Affinity Asset Advisors’s Portfolio RVMD Stock Details RVMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100,000
Closed -$9.72M – 125
2026
Q1 		$9.72M Buy
+100,000
New +$10.1M 0.5% 52

Other funds holding RVMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.76B AUM 342.13% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Affinity Asset Advisors's RVMD Position: Q2 2026 in Review

Affinity Asset Advisors increased its Revolution Medicines (RVMD) stake by 150% in Q2 2026, buying an estimated $21.9M and bringing the position to 250,000 shares worth $46.8M. The position accounts for 2.12% of the portfolio, ranked #13.

Affinity Asset Advisors first reported a position in RVMD in Q3 2025 and has held it in 4 quarters since. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Affinity Asset Advisors held 250,000 shares of Revolution Medicines worth $46.8M as of Q2 2026.
  • Affinity Asset Advisors bought 150,000 Revolution Medicines shares in Q2 2026, an estimated $21.9M.
  • Revolution Medicines made up 2.12% of Affinity Asset Advisors's portfolio in Q2 2026, its #13 holding.
  • Affinity Asset Advisors first reported a position in Revolution Medicines in Q3 2025 and has held it in 4 quarters since.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.