Julian Baker’s Revolution Medicines RVMD Stock Holding History

Julian Baker’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	$2.14B	Buy	11,443,357 +1,888,000	+20%	+$276M	10.74%	3
2026 Q1	$929M	Buy	9,555,357 +100,000	+1%	+$10.1M	5.34%	6
2025 Q4	$753M	Hold	9,455,357	–	–	4.41%	7
2025 Q3	$442M	Buy	9,455,357 +90,385	+1%	+$3.54M	3.19%	8
2025 Q2	$345M	Buy	9,364,972 +1,428,000	+18%	+$54.9M	3.34%	8
2025 Q1	$281M	Hold	7,936,972	–	–	3.11%	8
2024 Q4	$347M	Buy	7,936,972 +367,882	+5%	+$18.6M	3.71%	6
2024 Q3	$343M	Hold	7,569,090	–	–	3.56%	6
2024 Q2	$294M	Buy	7,569,090 +19,841	+0.3%	+$742K	3.75%	5
2024 Q1	$243M	Buy	7,549,249 +2,400,592	+47%	+$71.2M	3.05%	6
2023 Q4	$148M	Buy	5,148,657 +2,457,164	+91%	+$59M	1.68%	9
2023 Q3	$74.5M	Hold	2,691,493	–	–	0.43%	16
2023 Q2	$72M	Hold	2,691,493	–	–	0.42%	20
2023 Q1	$58.3M	Buy	2,691,493 +2,469,271	+1,111%	+$60.8M	0.32%	19
2022 Q4	$5.29M	Hold	222,222	–	–	0.03%	78
2022 Q3	$4.38M	Hold	222,222	–	–	0.03%	85
2022 Q2	$4.33M	Hold	222,222	–	–	0.02%	82
2022 Q1	$5.67M	Hold	222,222	–	–	0.03%	83
2021 Q4	$5.59M	Hold	222,222	–	–	0.03%	91
2021 Q3	$6.11M	Hold	222,222	–	–	0.03%	89
2021 Q2	$7.05M	Hold	222,222	–	–	0.03%	87
2021 Q1	$10.2M	Buy	+222,222	New	+$9.97M	0.04%	74

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Julian Baker's RVMD Position: Q2 2026 in Review

Julian Baker increased its Revolution Medicines (RVMD) stake by 20% in Q2 2026, buying an estimated $276M and bringing the position to 11,443,357 shares worth $2.14B. The position accounts for 10.74% of the portfolio, ranked #3.

Julian Baker first reported a position in RVMD in Q1 2021 and has held it in 22 quarters since. 688 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

Julian Baker held 11,443,357 shares of Revolution Medicines worth $2.14B as of Q2 2026.
Julian Baker bought 1,888,000 Revolution Medicines shares in Q2 2026, an estimated $276M.
Revolution Medicines made up 10.74% of Julian Baker's portfolio in Q2 2026, its #3 holding.
Julian Baker first reported a position in Revolution Medicines in Q1 2021 and has held it in 22 quarters since.
688 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

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