Logos Global Management’s Revolution Medicines RVMD Stock Holding History

Logos Global 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	$131M	Sell	700,000 -1,300,000	-65%	-$190M	5.64%	3
2026 Q1	$195M	Hold	2,000,000	–	–	9.71%	1
2025 Q4	$159M	Buy	2,000,000 +250,000	+14%	+$16.4M	9.63%	1
2025 Q3	$81.7M	Buy	1,750,000 +50,000	+3%	+$1.96M	7.33%	1
2025 Q2	$62.5M	Buy	1,700,000 +100,000	+6%	+$3.84M	6.92%	4
2025 Q1	$56.6M	Buy	1,600,000 +150,000	+10%	+$6.09M	10.06%	2
2024 Q4	$63.4M	Buy	1,450,000 +250,000	+21%	+$12.6M	7.42%	3
2024 Q3	$54.4M	Hold	1,200,000	–	–	5.87%	3
2024 Q2	$46.6M	Buy	+1,200,000	New	+$44.9M	3.75%	7
2024 Q1	–	Sell	-350,000	Closed	-$10M	–	69
2023 Q4	$10M	Buy	350,000 +100,000	+40%	+$2.4M	0.94%	24
2023 Q3	$6.92M	Buy	+250,000	New	+$7.41M	0.92%	33
2020 Q2	–	Sell	-53,034	Closed	-$1.16M	–	59
2020 Q1	$1.16M	Buy	+53,034	New	+$1.47M	0.44%	40

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

Logos Global Management's RVMD Position: Q2 2026 in Review

Logos Global Management reduced its Revolution Medicines (RVMD) stake by 65% in Q2 2026, selling an estimated $190M and leaving 700,000 shares worth $131M. The position accounts for 5.64% of the portfolio, ranked #3.

Logos Global Management first reported a position in RVMD in Q1 2020 and has held it in 12 quarters since. The position peaked at $195M in Q1 2026. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

Logos Global Management held 700,000 shares of Revolution Medicines worth $131M as of Q2 2026.
Logos Global Management sold 1,300,000 Revolution Medicines shares in Q2 2026, an estimated $190M.
Revolution Medicines made up 5.64% of Logos Global Management's portfolio in Q2 2026, its #3 holding.
Logos Global Management first reported a position in Revolution Medicines in Q1 2020 and has held it in 12 quarters since.
Logos Global Management's Revolution Medicines position peaked at $195M in Q1 2026.
690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

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