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Nearwater Capital Markets’s Revolution Medicines RVMD Stock Holding History

Nearwater Capital Markets’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 		$393M Buy
2,097,000
+1,419,000
+209% +$207M 6.77% 1
2026
Q1 		$65.9M Buy
+678,000
New +$68.5M 1.56% 22

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

Nearwater Capital Markets's RVMD Position: Q2 2026 in Review

Nearwater Capital Markets increased its Revolution Medicines (RVMD) stake by 209% in Q2 2026, buying an estimated $207M and bringing the position to 2,097,000 shares worth $393M. The position accounts for 6.77% of the portfolio, ranked #1.

Nearwater Capital Markets first reported a position in RVMD in Q1 2026 and has held it in 2 quarters since. 694 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Nearwater Capital Markets held 2,097,000 shares of Revolution Medicines worth $393M as of Q2 2026.
  • Nearwater Capital Markets bought 1,419,000 Revolution Medicines shares in Q2 2026, an estimated $207M.
  • Revolution Medicines made up 6.77% of Nearwater Capital Markets's portfolio in Q2 2026, its #1 holding.
  • Nearwater Capital Markets first reported a position in Revolution Medicines in Q1 2026 and has held it in 2 quarters since.
  • 694 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Nearwater Capital Markets's 13F filing for Q2 2026, filed 14 Aug 2026.