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Casdin Capital’s Revolution Medicines RVMD Stock Holding History

Casdin Capital’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 		$483M Hold
2,577,333
– – 24.16% 1
2026
Q1 		$251M Hold
2,577,333
– – 18.98% 1
2025
Q4 		$205M Sell
2,577,333
-70,000
-3% -$4.59M 12.75% 2
2025
Q3 		$124M Sell
2,647,333
-240,600
-8% -$9.42M 10.31% 3
2025
Q2 		$106M Sell
2,887,933
-810,000
-22% -$31.1M 9.68% 3
2025
Q1 		$131M Sell
3,697,933
-1,350
-0% -$54.8K 10.68% 3
2024
Q4 		$162M Sell
3,699,283
-415,000
-10% -$20.9M 10.77% 3
2024
Q3 		$187M Sell
4,114,283
-292,592
-7% -$12.7M 12.44% 2
2024
Q2 		$171M Sell
4,406,875
-1,210,724
-22% -$45.3M 13.06% 2
2024
Q1 		$181M Sell
5,617,599
-97,176
-2% -$2.88M 13.46% 1
2023
Q4 		$164M Buy
5,714,775
+3,904,775
+216% +$93.8M 16.09% 1
2023
Q3 		$50.1M Hold
1,810,000
– – 5.55% 6
2023
Q2 		$48.4M Hold
1,810,000
– – 4.23% 7
2023
Q1 		$39.2M Sell
1,810,000
-715,000
-28% -$17.6M 3.23% 9
2022
Q4 		$60.1M Buy
2,525,000
+2,700
+0.1% +$57.4K 4.66% 7
2022
Q3 		$49.7M Buy
2,522,300
+152,300
+6% +$3.35M 3.27% 10
2022
Q2 		$46.2M Hold
2,370,000
– – 3.91% 11
2022
Q1 		$60.5M Hold
2,370,000
– – 2.71% 16
2021
Q4 		$59.7M Sell
2,370,000
-430,000
-15% -$12.1M 1.68% 22
2021
Q3 		$77M Buy
2,800,000
+495,000
+21% +$14.4M 1.92% 20
2021
Q2 		$73.2M Buy
2,305,000
+460,465
+25% +$16.1M 1.86% 18
2021
Q1 		$84.6M Buy
1,844,535
+210,000
+13% +$9.42M 2.52% 14
2020
Q4 		$64.7M Hold
1,634,535
– – 1.92% 15
2020
Q3 		$56.9M Buy
1,634,535
+299,999
+22% +$8.31M 2.55% 11
2020
Q2 		$42.1M Buy
1,334,536
+15,000
+1% +$472K 2.49% 14
2020
Q1 		$28.9M Buy
+1,319,536
New +$36.5M 3.07% 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

Casdin Capital's RVMD Position: Q2 2026 in Review

Casdin Capital held its Revolution Medicines (RVMD) position steady in Q2 2026 at 2,577,333 shares worth $483M. The position accounts for 24.16% of the portfolio, ranked #1.

Casdin Capital 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.

  • Casdin Capital held 2,577,333 shares of Revolution Medicines worth $483M as of Q2 2026.
  • Casdin Capital left its Revolution Medicines share count unchanged in Q2 2026.
  • Revolution Medicines made up 24.16% of Casdin Capital's portfolio in Q2 2026, its #1 holding.
  • Casdin Capital 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 Casdin Capital's 13F filing for Q2 2026, filed 14 Aug 2026.