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Darwin Global Management’s Revolution Medicines RVMD Stock Holding History

Darwin Global 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 		$2.05B Buy
10,629,822
+8,418,804
+381% +$1.23B 54.45% 1
2026
Q1 		$205M Buy
+2,211,018
New +$223M 5.44% 4

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darwin Global Management's RVMD Position: Q2 2026 in Review

Darwin Global Management increased its Revolution Medicines (RVMD) stake by 381% in Q2 2026, buying an estimated $1.23B and bringing the position to 10,629,822 shares worth $2.05B. The position accounts for 54.45% of the portfolio, ranked #1.

Darwin Global Management first reported a position in RVMD in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Darwin Global Management held 10,629,822 shares of Revolution Medicines worth $2.05B as of Q2 2026.
  • Darwin Global Management bought 8,418,804 Revolution Medicines shares in Q2 2026, an estimated $1.23B.
  • Revolution Medicines made up 54.45% of Darwin Global Management's portfolio in Q2 2026, its #1 holding.
  • Darwin Global Management first reported a position in Revolution Medicines in Q1 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

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