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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
Q2 		$448M Buy
2,392,000
+95,000
+4% +$13.9M 4.67% 3
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

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

Deerfield Management's RVMD Position: Q2 2026 in Review

Deerfield Management increased its Revolution Medicines (RVMD) stake by 4.1% in Q2 2026, buying an estimated $13.9M and bringing the position to 2,392,000 shares worth $448M. The position accounts for 4.67% of the portfolio, ranked #3.

Deerfield Management 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.

  • Deerfield Management held 2,392,000 shares of Revolution Medicines worth $448M as of Q2 2026.
  • Deerfield Management bought 95,000 Revolution Medicines shares in Q2 2026, an estimated $13.9M.
  • Revolution Medicines made up 4.67% of Deerfield Management's portfolio in Q2 2026, its #3 holding.
  • Deerfield Management 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 Deerfield Management's 13F filing for Q2 2026, filed 14 Aug 2026.