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Birnam Oak Advisors’s Revolution Medicines RVMD Stock Holding History

Birnam Oak 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 		$20.2M Sell
107,644
-51,769
-32% -$7.56M 3.27% 10
2026
Q1 		$15.5M Buy
+159,413
New +$16.1M 3.52% 12

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

Birnam Oak Advisors's RVMD Position: Q2 2026 in Review

Birnam Oak Advisors reduced its Revolution Medicines (RVMD) stake by 32% in Q2 2026, selling an estimated $7.56M and leaving 107,644 shares worth $20.2M. The position accounts for 3.27% of the portfolio, ranked #10.

Birnam Oak Advisors first reported a position in RVMD in Q1 2026 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Birnam Oak Advisors held 107,644 shares of Revolution Medicines worth $20.2M as of Q2 2026.
  • Birnam Oak Advisors sold 51,769 Revolution Medicines shares in Q2 2026, an estimated $7.56M.
  • Revolution Medicines made up 3.27% of Birnam Oak Advisors's portfolio in Q2 2026, its #10 holding.
  • Birnam Oak Advisors first reported a position in Revolution Medicines in Q1 2026 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.