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MIC Capital Management (UK)’s Revolution Medicines RVMD Stock Holding History

MIC Capital Management (UK)’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 		$99.6M Sell
531,733
-264,000
-33% -$38.6M 25.25% 2
2026
Q1 		$77.4M Buy
795,733
+287,164
+56% +$29M 21.95% 2
2025
Q4 		$40.5M Hold
508,569
– – 9.18% 3
2025
Q3 		$23.8M Hold
508,569
– – 4.75% 9
2025
Q2 		$18.7M Hold
508,569
– – 3.67% 9
2025
Q1 		$18M Hold
508,569
– – 3.66% 9
2024
Q4 		$22.2M Hold
508,569
– – 3.15% 8
2024
Q3 		$23.1M Hold
508,569
– – 3.2% 7
2024
Q2 		$19.7M Hold
508,569
– – 4.29% 6
2024
Q1 		$16.4M Hold
508,569
– – 3.11% 6
2023
Q4 		$14.6M Buy
+508,569
New +$12.2M 2.83% 7

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

MIC Capital Management (UK)'s RVMD Position: Q2 2026 in Review

MIC Capital Management (UK) reduced its Revolution Medicines (RVMD) stake by 33% in Q2 2026, selling an estimated $38.6M and leaving 531,733 shares worth $99.6M. The position accounts for 25.25% of the portfolio, ranked #2.

MIC Capital Management (UK) first reported a position in RVMD in Q4 2023 and has held it in 11 quarters since. 691 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • MIC Capital Management (UK) held 531,733 shares of Revolution Medicines worth $99.6M as of Q2 2026.
  • MIC Capital Management (UK) sold 264,000 Revolution Medicines shares in Q2 2026, an estimated $38.6M.
  • Revolution Medicines made up 25.25% of MIC Capital Management (UK)'s portfolio in Q2 2026, its #2 holding.
  • MIC Capital Management (UK) first reported a position in Revolution Medicines in Q4 2023 and has held it in 11 quarters since.
  • 691 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on MIC Capital Management (UK)'s 13F filing for Q2 2026, filed 10 Aug 2026.