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Deerfield Management’s Revolution Medicines RVMD Stock Holding History

Deerfield 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
Q1 		$223M Sell
2,297,000
-597,613
-21% -$60.3M 2.64% 7
2025
Q4 		$231M Sell
2,894,613
-755,729
-21% -$49.6M 2.94% 7
2025
Q3 		$170M Buy
3,650,342
+266,270
+8% +$10.4M 2.6% 6
2025
Q2 		$125M Buy
3,384,072
+66,740
+2% +$2.56M 2.26% 12
2025
Q1 		$117M Buy
3,317,332
+59,000
+2% +$2.39M 2.32% 11
2024
Q4 		$143M Buy
3,258,332
+345,640
+12% +$17.4M 2.7% 6
2024
Q3 		$132M Sell
2,912,692
-177,381
-6% -$7.72M 1.97% 11
2024
Q2 		$120M Hold
3,090,073
– – 2% 11
2024
Q1 		$99.6M Hold
3,090,073
– – 1.73% 18
2023
Q4 		$88.6M Buy
3,090,073
+1,338,577
+76% +$32.2M 1.64% 18
2023
Q3 		$48.5M Hold
1,751,496
– – 1.07% 25
2023
Q2 		$46.9M Buy
1,751,496
+921,759
+111% +$22.6M 1% 28
2023
Q1 		$18M Sell
829,737
-61,850
-7% -$1.52M 0.4% 56
2022
Q4 		$21.2M Sell
891,587
-2,000,000
-69% -$42.5M 0.44% 59
2022
Q3 		$57M Buy
2,891,587
+2,000,000
+224% +$44M 1.14% 28
2022
Q2 		$17.4M Hold
891,587
– – 0.36% 64
2022
Q1 		$22.7M Hold
891,587
– – 0.51% 46
2021
Q4 		$22.4M Sell
891,587
-674,125
-43% -$19M 0.47% 52
2021
Q3 		$43.1M Hold
1,565,712
– – 0.84% 36
2021
Q2 		$49.7M Buy
1,565,712
+129,000
+9% +$4.5M 0.88% 35
2021
Q1 		$65.9M Buy
1,436,712
+40,329
+3% +$1.81M 1.39% 20
2020
Q4 		$55.3M Sell
1,396,383
-400,000
-22% -$15.8M 1.09% 25
2020
Q3 		$62.5M Hold
1,796,383
– – 1.52% 21
2020
Q2 		$56.7M Hold
1,796,383
– – 1.65% 16
2020
Q1 		$39.4M Buy
+1,796,383
New +$49.7M 1.25% 27

Other funds holding RVMD

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deerfield Management's RVMD Position: Q1 2026 in Review

Deerfield Management reduced its Revolution Medicines (RVMD) stake by 21% in Q1 2026, selling an estimated $60.3M and leaving 2,297,000 shares worth $223M. The position accounts for 2.64% of the portfolio, ranked #7.

Deerfield Management first reported a position in RVMD in Q1 2020 and has held it in 25 quarters since. The position peaked at $231M in Q4 2025. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

  • Deerfield Management held 2,297,000 shares of Revolution Medicines worth $223M as of Q1 2026.
  • Deerfield Management sold 597,613 Revolution Medicines shares in Q1 2026, an estimated $60.3M.
  • Revolution Medicines made up 2.64% of Deerfield Management's portfolio in Q1 2026, its #7 holding.
  • Deerfield Management first reported a position in Revolution Medicines in Q1 2020 and has held it in 25 quarters since.
  • Deerfield Management's Revolution Medicines position peaked at $231M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Deerfield Management's 13F filing for Q1 2026, filed 15 May 2026.