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Farallon Capital Management’s Revolution Medicines RVMD Stock Holding History

Farallon 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
Q1 		$1.32B Sell
13,604,796
-978,000
-7% -$98.8M 7.54% 2
2025
Q4 		$1.16B Sell
14,582,796
-42,896
-0.3% -$2.81M 5.26% 2
2025
Q3 		$683M Buy
14,625,692
+300,000
+2% +$11.7M 2.8% 9
2025
Q2 		$527M Buy
14,325,692
+791,000
+6% +$30.4M 2.21% 16
2025
Q1 		$479M Buy
13,534,692
+286,000
+2% +$11.6M 2.3% 16
2024
Q4 		$579M Buy
13,248,692
+1,931,000
+17% +$97.5M 2.54% 12
2024
Q3 		$513M Buy
11,317,692
+1,560,000
+16% +$67.9M 2.25% 13
2024
Q2 		$379M Buy
9,757,692
+2,249,820
+30% +$84.1M 1.62% 19
2024
Q1 		$242M Buy
7,507,872
+771,018
+11% +$22.9M 1.03% 29
2023
Q4 		$193M Buy
6,736,854
+3,411,374
+103% +$82M 0.88% 34
2023
Q3 		$92M Buy
3,325,480
+542,000
+19% +$16.1M 0.43% 43
2023
Q2 		$74.5M Sell
2,783,480
-500,120
-15% -$12.3M 0.37% 53
2023
Q1 		$71.1M Buy
3,283,600
+1,585,585
+93% +$39M 0.39% 53
2022
Q4 		$40.4M Sell
1,698,015
-801,985
-32% -$17.1M 0.24% 66
2022
Q3 		$49.3M Sell
2,500,000
-750,000
-23% -$16.5M 0.27% 71
2022
Q2 		$63.3M Hold
3,250,000
– – 0.34% 65
2022
Q1 		$82.9M Buy
3,250,000
+500,000
+18% +$10.9M 0.4% 54
2021
Q4 		$69.2M Hold
2,750,000
– – 0.35% 57
2021
Q3 		$75.7M Buy
2,750,000
+250,000
+10% +$7.28M 0.35% 60
2021
Q2 		$79.3M Buy
2,500,000
+890,270
+55% +$31.1M 0.32% 58
2021
Q1 		$73.9M Buy
+1,609,730
New +$72.2M 0.37% 59
2020
Q2 		– Sell
-20,733
Closed -$454K – 123
2020
Q1 		$454K Buy
+20,733
New +$574K ﹤0.01% 99

Other funds holding RVMD

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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Farallon Capital Management's RVMD Position: Q1 2026 in Review

Farallon Capital Management reduced its Revolution Medicines (RVMD) stake by 6.7% in Q1 2026, selling an estimated $98.8M and leaving 13,604,796 shares worth $1.32B. The position accounts for 7.54% of the portfolio, ranked #2.

Farallon Capital Management first reported a position in RVMD in Q1 2020 and has held it in 22 quarters since. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

  • Farallon Capital Management held 13,604,796 shares of Revolution Medicines worth $1.32B as of Q1 2026.
  • Farallon Capital Management sold 978,000 Revolution Medicines shares in Q1 2026, an estimated $98.8M.
  • Revolution Medicines made up 7.54% of Farallon Capital Management's portfolio in Q1 2026, its #2 holding.
  • Farallon Capital Management first reported a position in Revolution Medicines in Q1 2020 and has held it in 22 quarters since.
  • 512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

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