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John Overdeck’s Revolution Medicines RVMD Stock Holding History

John Overdeck’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 		$138M Sell
737,697
-821,110
-53% -$120M 0.1% 224
2026
Q1 		$152M Buy
1,558,807
+1,137,072
+270% +$115M 0.12% 191
2025
Q4 		$33.6M Buy
421,735
+412,628
+4,531% +$27.1M 0.05% 492
2025
Q3 		$425K Buy
+9,107
New +$357K ﹤0.01% 3062
2024
Q4 		– Sell
-22,895
Closed -$1.04M – 3439
2024
Q3 		$1.04M Buy
22,895
+138
+0.6% +$6.01K ﹤0.01% 2098
2024
Q2 		$883K Sell
22,757
-2,400
-10% -$89.7K ﹤0.01% 2058
2024
Q1 		$811K Sell
25,157
-64,800
-72% -$1.92M ﹤0.01% 2082
2023
Q4 		$2.58M Buy
89,957
+15,643
+21% +$376K 0.01% 1349
2023
Q3 		$2.06M Buy
74,314
+14
+0% +$415 0.01% 1371
2023
Q2 		$1.99M Sell
74,300
-29,460
-28% -$723K 0.01% 1441
2023
Q1 		$2.25M Buy
103,760
+76,560
+281% +$1.89M 0.01% 1311
2022
Q4 		$648K Sell
27,200
-111,254
-80% -$2.37M ﹤0.01% 1912
2022
Q3 		$2.73M Buy
138,454
+83,950
+154% +$1.84M 0.01% 1006
2022
Q2 		$1.06M Sell
54,504
-86,377
-61% -$1.68M ﹤0.01% 1518
2022
Q1 		$3.59M Buy
140,881
+13,436
+11% +$292K 0.01% 1084
2021
Q4 		$3.21M Buy
127,445
+14,011
+12% +$395K 0.01% 1528
2021
Q3 		$3.12M Sell
113,434
-8,372
-7% -$244K 0.01% 1580
2021
Q2 		$3.87M Buy
121,806
+101,274
+493% +$3.53M 0.01% 1353
2021
Q1 		$942K Buy
+20,532
New +$921K ﹤0.01% 2380

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

John Overdeck's RVMD Position: Q2 2026 in Review

John Overdeck reduced its Revolution Medicines (RVMD) stake by 53% in Q2 2026, selling an estimated $120M and leaving 737,697 shares worth $138M. The position accounts for 0.1% of the portfolio, ranked #224.

John Overdeck first reported a position in RVMD in Q1 2021 and has held it in 19 quarters since. The position peaked at $152M in Q1 2026. 688 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • John Overdeck held 737,697 shares of Revolution Medicines worth $138M as of Q2 2026.
  • John Overdeck sold 821,110 Revolution Medicines shares in Q2 2026, an estimated $120M.
  • Revolution Medicines made up 0.1% of John Overdeck's portfolio in Q2 2026, its #224 holding.
  • John Overdeck first reported a position in Revolution Medicines in Q1 2021 and has held it in 19 quarters since.
  • John Overdeck's Revolution Medicines position peaked at $152M in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.