Checkpoint Capital’s Revolution Medicines RVMD Stock Holding History

Checkpoint 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 Q1	$25.5M	Sell	262,539 -107,461	-29%	-$10.9M	9.16%	3
2025 Q4	$29.5M	Sell	370,000 -122,300	-25%	-$8.02M	9.21%	4
2025 Q3	$23M	Buy	492,300 +212,300	+76%	+$8.31M	7.7%	5
2025 Q2	$10.3M	Sell	280,000 -112,011	-29%	-$4.3M	4.8%	5
2025 Q1	$13.9M	Buy	392,011 +182,011	+87%	+$7.39M	7.61%	3
2024 Q4	$9.19M	Buy	+210,000	New	+$10.6M	4.68%	7

Other funds holding RVMD

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Checkpoint Capital's RVMD Position: Q1 2026 in Review

Checkpoint Capital reduced its Revolution Medicines (RVMD) stake by 29% in Q1 2026, selling an estimated $10.9M and leaving 262,539 shares worth $25.5M. The position accounts for 9.16% of the portfolio, ranked #3.

Checkpoint Capital first reported a position in RVMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.5M in Q4 2025. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

Checkpoint Capital held 262,539 shares of Revolution Medicines worth $25.5M as of Q1 2026.
Checkpoint Capital sold 107,461 Revolution Medicines shares in Q1 2026, an estimated $10.9M.
Revolution Medicines made up 9.16% of Checkpoint Capital's portfolio in Q1 2026, its #3 holding.
Checkpoint Capital first reported a position in Revolution Medicines in Q4 2024 and has held it in 6 quarters since.
Checkpoint Capital's Revolution Medicines position peaked at $29.5M in Q4 2025.
512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Checkpoint Capital's 13F filing for Q1 2026, filed 15 May 2026.