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Defilade Capital Management’s Revolution Medicines RVMD Stock Holding History

Defilade 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 		$15.5M Sell
82,827
-233,145
-74% -$34.1M 2.08% 18
2026
Q1 		$30.7M Sell
315,972
-47,482
-13% -$4.79M 4.31% 9
2025
Q4 		$28.9M Buy
+363,454
New +$23.8M 3.92% 9

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

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

Defilade Capital Management reduced its Revolution Medicines (RVMD) stake by 74% in Q2 2026, selling an estimated $34.1M and leaving 82,827 shares worth $15.5M. The position accounts for 2.08% of the portfolio, ranked #18.

Defilade Capital Management first reported a position in RVMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $30.7M in Q1 2026. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Defilade Capital Management held 82,827 shares of Revolution Medicines worth $15.5M as of Q2 2026.
  • Defilade Capital Management sold 233,145 Revolution Medicines shares in Q2 2026, an estimated $34.1M.
  • Revolution Medicines made up 2.08% of Defilade Capital Management's portfolio in Q2 2026, its #18 holding.
  • Defilade Capital Management first reported a position in Revolution Medicines in Q4 2025 and has held it in 3 quarters since.
  • Defilade Capital Management's Revolution Medicines position peaked at $30.7M in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

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