Holocene Advisors’s Revolution Medicines RVMD Stock Holding History

Holocene Advisors’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	$255M	Sell	1,359,269 -1,109,375	-45%	-$162M	0.57%	39
2026 Q1	$240M	Buy	2,468,644 +560,696	+29%	+$56.6M	0.58%	39
2025 Q4	$152M	Sell	1,907,948 -1,529,335	-44%	-$100M	0.32%	87
2025 Q3	$161M	Sell	3,437,283 -195,669	-5%	-$7.66M	0.37%	66
2025 Q2	$134M	Sell	3,632,952 -58,792	-2%	-$2.26M	0.33%	85
2025 Q1	$131M	Buy	3,691,744 +695,034	+23%	+$28.2M	0.38%	79
2024 Q4	$131M	Buy	2,996,710 +847,149	+39%	+$42.8M	0.42%	64
2024 Q3	$97.5M	Sell	2,149,561 -53,913	-2%	-$2.35M	0.39%	86
2024 Q2	$85.5M	Sell	2,203,474 -218,937	-9%	-$8.18M	0.36%	89
2024 Q1	$78.1M	Sell	2,422,411 -459,744	-16%	-$13.6M	0.29%	110
2023 Q4	$82.7M	Buy	2,882,155 +691,433	+32%	+$16.6M	0.32%	106
2023 Q3	$60.6M	Buy	2,190,722 +12,662	+0.6%	+$376K	0.27%	119
2023 Q2	$58.3M	Buy	2,178,060 +73,242	+3%	+$1.8M	0.25%	122
2023 Q1	$45.6M	Buy	+2,104,818	New	+$51.8M	0.22%	137

Other funds holding RVMD

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 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

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Holocene Advisors's RVMD Position: Q2 2026 in Review

Holocene Advisors reduced its Revolution Medicines (RVMD) stake by 45% in Q2 2026, selling an estimated $162M and leaving 1,359,269 shares worth $255M. The position accounts for 0.57% of the portfolio, ranked #39.

Holocene Advisors first reported a position in RVMD in Q1 2023 and has held it in 14 quarters since. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

Holocene Advisors held 1,359,269 shares of Revolution Medicines worth $255M as of Q2 2026.
Holocene Advisors sold 1,109,375 Revolution Medicines shares in Q2 2026, an estimated $162M.
Revolution Medicines made up 0.57% of Holocene Advisors's portfolio in Q2 2026, its #39 holding.
Holocene Advisors first reported a position in Revolution Medicines in Q1 2023 and has held it in 14 quarters since.
690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.