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DAFNA Capital Management’s Revolution Medicines RVMD Stock Holding History

DAFNA Capital 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
Q2 		$105M Sell
562,630
-18,048
-3% -$2.64M 20.09% 1
2026
Q1 		$56.5M Sell
580,678
-23,836
-4% -$2.41M 12.85% 1
2025
Q4 		$48.1M Sell
604,514
-52,662
-8% -$3.45M 11.18% 1
2025
Q3 		$30.7M Sell
657,176
-20,000
-3% -$783K 7.58% 3
2025
Q2 		$24.9M Buy
677,176
+21,000
+3% +$807K 6.88% 3
2025
Q1 		$23.2M Buy
656,176
+25,000
+4% +$1.01M 6.58% 3
2024
Q4 		$27.6M Buy
631,176
+113,182
+22% +$5.71M 7.02% 3
2024
Q3 		$23.5M Buy
517,994
+6,100
+1% +$266K 5.55% 3
2024
Q2 		$19.9M Hold
511,894
– – 4.75% 5
2024
Q1 		$16.5M Hold
511,894
– – 3.76% 6
2023
Q4 		$14.7M Buy
511,894
+38,500
+8% +$925K 3.52% 8
2023
Q3 		$13.1M Sell
473,394
-38,891
-8% -$1.15M 4.08% 5
2023
Q2 		$13.7M Sell
512,285
-63,500
-11% -$1.56M 3.75% 5
2023
Q1 		$12.5M Buy
575,785
+98,000
+21% +$2.41M 3.74% 7
2022
Q4 		$11.4M Sell
477,785
-2,000
-0.4% -$42.5K 3.21% 9
2022
Q3 		$9.46M Buy
479,785
+180,000
+60% +$3.96M 2.54% 10
2022
Q2 		$5.84M Buy
299,785
+67,684
+29% +$1.32M 1.59% 17
2022
Q1 		$5.92M Buy
232,101
+19,870
+9% +$432K 1.54% 19
2021
Q4 		$5.34M Buy
212,231
+2,500
+1% +$70.5K 1.34% 21
2021
Q3 		$5.77M Hold
209,731
– – 1.53% 19
2021
Q2 		$6.66M Buy
209,731
+58,500
+39% +$2.04M 1.39% 20
2021
Q1 		$6.94M Buy
151,231
+128,731
+572% +$5.77M 1.65% 15
2020
Q4 		$891K Buy
+22,500
New +$890K 0.27% 60

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

DAFNA Capital Management's RVMD Position: Q2 2026 in Review

DAFNA Capital Management reduced its Revolution Medicines (RVMD) stake by 3.1% in Q2 2026, selling an estimated $2.64M and leaving 562,630 shares worth $105M. The position accounts for 20.09% of the portfolio, ranked #1.

DAFNA Capital Management first reported a position in RVMD in Q4 2020 and has held it in 23 quarters since. 688 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • DAFNA Capital Management held 562,630 shares of Revolution Medicines worth $105M as of Q2 2026.
  • DAFNA Capital Management sold 18,048 Revolution Medicines shares in Q2 2026, an estimated $2.64M.
  • Revolution Medicines made up 20.09% of DAFNA Capital Management's portfolio in Q2 2026, its #1 holding.
  • DAFNA Capital Management first reported a position in Revolution Medicines in Q4 2020 and has held it in 23 quarters since.
  • 688 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on DAFNA Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.