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BVF Inc’s Revolution Medicines RVMD Stock Holding History

BVF Inc’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 		$555M Buy
2,965,160
+108,378
+4% +$15.8M 14.2% 1
2026
Q1 		$278M Sell
2,856,782
-500,000
-15% -$50.5M 8.85% 3
2025
Q4 		$267M Sell
3,356,782
-618,131
-16% -$40.5M 9% 2
2025
Q3 		$186M Sell
3,974,913
-1,007,471
-20% -$39.4M 7.52% 2
2025
Q2 		$183M Hold
4,982,384
– – 6.55% 3
2025
Q1 		$176M Buy
4,982,384
+801,205
+19% +$32.5M 7.18% 3
2024
Q4 		$183M Buy
4,181,179
+702,567
+20% +$35.5M 6.2% 3
2024
Q3 		$158M Sell
3,478,612
-2,502,600
-42% -$109M 4.62% 3
2024
Q2 		$232M Hold
5,981,212
– – 6.51% 2
2024
Q1 		$193M Hold
5,981,212
– – 5.3% 3
2023
Q4 		$172M Buy
5,981,212
+2,000,000
+50% +$48.1M 4.29% 2
2023
Q3 		$110M Sell
3,981,212
-2,274,376
-36% -$67.5M 2.97% 7
2023
Q2 		$167M Buy
6,255,588
+1,300,000
+26% +$31.9M 4.66% 2
2023
Q1 		$107M Buy
4,955,588
+1,700,000
+52% +$41.9M 3.92% 4
2022
Q4 		$77.5M Hold
3,255,588
– – 3.27% 8
2022
Q3 		$64.2M Buy
3,255,588
+1,000,000
+44% +$22M 2.65% 14
2022
Q2 		$44M Buy
2,255,588
+445,039
+25% +$8.66M 2.12% 18
2022
Q1 		$46.2M Hold
1,810,549
– – 1.85% 17
2021
Q4 		$45.6M Sell
1,810,549
-674,500
-27% -$19M 1.65% 19
2021
Q3 		$68.4M Hold
2,485,049
– – 2.67% 11
2021
Q2 		$78.9M Sell
2,485,049
-458,000
-16% -$16M 2.96% 10
2021
Q1 		$135M Buy
2,943,049
+175,000
+6% +$7.85M 5.06% 5
2020
Q4 		$110M Buy
2,768,049
+667,000
+32% +$26.4M 4.31% 5
2020
Q3 		$73.1M Buy
2,101,049
+1,302,763
+163% +$36.1M 3.98% 7
2020
Q2 		$25.2M Sell
798,286
-599,784
-43% -$18.9M 1.55% 25
2020
Q1 		$30.6M Buy
+1,398,070
New +$38.7M 2.86% 11

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

BVF Inc's RVMD Position: Q2 2026 in Review

BVF Inc increased its Revolution Medicines (RVMD) stake by 3.8% in Q2 2026, buying an estimated $15.8M and bringing the position to 2,965,160 shares worth $555M. The position accounts for 14.2% of the portfolio, ranked #1.

BVF Inc first reported a position in RVMD in Q1 2020 and has held it in 26 quarters since. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • BVF Inc held 2,965,160 shares of Revolution Medicines worth $555M as of Q2 2026.
  • BVF Inc bought 108,378 Revolution Medicines shares in Q2 2026, an estimated $15.8M.
  • Revolution Medicines made up 14.2% of BVF Inc's portfolio in Q2 2026, its #1 holding.
  • BVF Inc first reported a position in Revolution Medicines in Q1 2020 and has held it in 26 quarters since.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on BVF Inc's 13F filing for Q2 2026, filed 14 Aug 2026.