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 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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

PBA

Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Logos Global Management's RVMD Position: Q1 2026 in Review

Logos Global Management held its Revolution Medicines (RVMD) position steady in Q1 2026 at 2,000,000 shares worth $195M. The position accounts for 9.71% of the portfolio, ranked #1.

Logos Global Management first reported a position in RVMD in Q1 2020 and has held it in 11 quarters since. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

Logos Global Management held 2,000,000 shares of Revolution Medicines worth $195M as of Q1 2026.
Logos Global Management left its Revolution Medicines share count unchanged in Q1 2026.
Revolution Medicines made up 9.71% of Logos Global Management's portfolio in Q1 2026, its #1 holding.
Logos Global Management first reported a position in Revolution Medicines in Q1 2020 and has held it in 11 quarters since.
512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Logos Global Management's 13F filing for Q1 2026, filed 15 May 2026.