FTM
RVMD icon

First Turn Management’s Revolution Medicines RVMD Stock Holding History

First Turn 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 		$77.8M Sell
415,307
-53,069
-11% -$7.75M 8.32% 1
2026
Q1 		$45.5M Sell
468,376
-170,009
-27% -$17.2M 5.09% 5
2025
Q4 		$50.8M Sell
638,385
-4,665
-0.7% -$306K 5.81% 2
2025
Q3 		$30M Buy
643,050
+227,459
+55% +$8.91M 4.51% 8
2025
Q2 		$15.3M Buy
415,591
+75,482
+22% +$2.9M 2.85% 18
2025
Q1 		$12M Sell
340,109
-63,806
-16% -$2.59M 2.42% 20
2024
Q4 		$17.7M Buy
+403,915
New +$20.4M 3.16% 13
2024
Q3 		– Sell
-329,519
Closed -$12.8M – 46
2024
Q2 		$12.8M Buy
+329,519
New +$12.3M 2.08% 25

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

First Turn Management's RVMD Position: Q2 2026 in Review

First Turn Management reduced its Revolution Medicines (RVMD) stake by 11% in Q2 2026, selling an estimated $7.75M and leaving 415,307 shares worth $77.8M. The position accounts for 8.32% of the portfolio, ranked #1.

First Turn Management first reported a position in RVMD in Q2 2024 and has held it in 8 quarters since. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • First Turn Management held 415,307 shares of Revolution Medicines worth $77.8M as of Q2 2026.
  • First Turn Management sold 53,069 Revolution Medicines shares in Q2 2026, an estimated $7.75M.
  • Revolution Medicines made up 8.32% of First Turn Management's portfolio in Q2 2026, its #1 holding.
  • First Turn Management first reported a position in Revolution Medicines in Q2 2024 and has held it in 8 quarters since.
  • 690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

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