Balyasny Asset Management
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Balyasny Asset Management’s Revolution Medicines RVMD Stock Holding History

Balyasny Asset Management’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
Q1 		$4.86M Sell
50,000
-165,000
-77% -$16.7M 0.01% 1373
2025
Q4 		$17.1M Buy
+215,000
New +$14.1M 0.02% 797
2023
Q4 		– Sell
-140,000
Closed -$3.88M – 2847
2023
Q3 		$3.88M Buy
+140,000
New +$4.15M 0.01% 1190

Other funds holding RVMD

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balyasny Asset Management's RVMD Position: Q1 2026 in Review

Balyasny Asset Management reduced its Revolution Medicines (RVMD) stake by 94% in Q1 2026, selling an estimated $39.5M and leaving 23,799 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Balyasny Asset Management first reported a position in RVMD in Q1 2021 and has held it in 11 quarters since. The position peaked at $91.7M in Q2 2024. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

  • Balyasny Asset Management held 23,799 shares of Revolution Medicines worth $2.31M as of Q1 2026.
  • Balyasny Asset Management sold 391,408 Revolution Medicines shares in Q1 2026, an estimated $39.5M.
  • Revolution Medicines made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1721 holding.
  • Balyasny Asset Management first reported a position in Revolution Medicines in Q1 2021 and has held it in 11 quarters since.
  • Balyasny Asset Management's Revolution Medicines position peaked at $91.7M in Q2 2024.
  • 512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.