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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
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

FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nicholas Investment Partners's RVMD Position: Q1 2026 in Review

Nicholas Investment Partners reduced its Revolution Medicines (RVMD) stake by 18% in Q1 2026, selling an estimated $5.71M and leaving 261,166 shares worth $25.4M. The position accounts for 1.83% of the portfolio, ranked #5.

Nicholas Investment Partners first reported a position in RVMD in Q2 2024 and has held it in 8 quarters since. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

  • Nicholas Investment Partners held 261,166 shares of Revolution Medicines worth $25.4M as of Q1 2026.
  • Nicholas Investment Partners sold 56,545 Revolution Medicines shares in Q1 2026, an estimated $5.71M.
  • Revolution Medicines made up 1.83% of Nicholas Investment Partners's portfolio in Q1 2026, its #5 holding.
  • Nicholas Investment Partners first reported a position in Revolution Medicines in Q2 2024 and has held it in 8 quarters since.
  • 512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Nicholas Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.