Nicholas Investment Partners’s Revolution Medicines RVMD Stock Holding History

Nicholas Investment Partners’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	$45.8M	Sell	244,594 -16,572	-6%	-$2.42M	2.58%	2
2026 Q1	$25.4M	Sell	261,166 -56,545	-18%	-$5.71M	1.83%	5
2025 Q4	$25.3M	Buy	317,711 +49,800	+19%	+$3.27M	1.84%	5
2025 Q3	$12.5M	Buy	267,911 +154,785	+137%	+$6.06M	0.96%	23
2025 Q2	$4.16M	Buy	113,126 +52,003	+85%	+$2M	0.37%	110
2025 Q1	$2.16M	Sell	61,123 -23,606	-28%	-$958K	0.22%	139
2024 Q4	$3.71M	Buy	84,729 +22,429	+36%	+$1.13M	0.33%	112
2024 Q3	$2.83M	Sell	62,300 -95,832	-61%	-$4.17M	0.26%	140
2024 Q2	$6.14M	Buy	+158,132	New	+$5.91M	0.64%	48

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

Nicholas Investment Partners's RVMD Position: Q2 2026 in Review

Nicholas Investment Partners reduced its Revolution Medicines (RVMD) stake by 6.3% in Q2 2026, selling an estimated $2.42M and leaving 244,594 shares worth $45.8M. The position accounts for 2.58% of the portfolio, ranked #2.

Nicholas Investment Partners first reported a position in RVMD in Q2 2024 and has held it in 9 quarters since. 694 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

Nicholas Investment Partners held 244,594 shares of Revolution Medicines worth $45.8M as of Q2 2026.
Nicholas Investment Partners sold 16,572 Revolution Medicines shares in Q2 2026, an estimated $2.42M.
Revolution Medicines made up 2.58% of Nicholas Investment Partners's portfolio in Q2 2026, its #2 holding.
Nicholas Investment Partners first reported a position in Revolution Medicines in Q2 2024 and has held it in 9 quarters since.
694 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.