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Polar Capital Holdings’s Revolution Medicines RVMD Stock Holding History

Polar Capital Holdings’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 		$110M Sell
1,133,930
-879,861
-44% -$88.8M 0.39% 60
2025
Q4 		$160M Buy
2,013,791
+1,535,686
+321% +$101M 0.62% 42
2025
Q3 		$22.3M Sell
478,105
-273,550
-36% -$10.7M 0.11% 142
2025
Q2 		$27.7M Buy
751,655
+990
+0.1% +$38K 0.14% 122
2025
Q1 		$26.5M Hold
750,665
– – 0.16% 128
2024
Q4 		$32.8M Buy
+750,665
New +$37.9M 0.18% 124

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

Polar Capital Holdings's RVMD Position: Q1 2026 in Review

Polar Capital Holdings reduced its Revolution Medicines (RVMD) stake by 44% in Q1 2026, selling an estimated $88.8M and leaving 1,133,930 shares worth $110M. The position accounts for 0.39% of the portfolio, ranked #60.

Polar Capital Holdings first reported a position in RVMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $160M in Q4 2025. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

  • Polar Capital Holdings held 1,133,930 shares of Revolution Medicines worth $110M as of Q1 2026.
  • Polar Capital Holdings sold 879,861 Revolution Medicines shares in Q1 2026, an estimated $88.8M.
  • Revolution Medicines made up 0.39% of Polar Capital Holdings's portfolio in Q1 2026, its #60 holding.
  • Polar Capital Holdings first reported a position in Revolution Medicines in Q4 2024 and has held it in 6 quarters since.
  • Polar Capital Holdings's Revolution Medicines position peaked at $160M in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Polar Capital Holdings's 13F filing for Q1 2026, filed 15 May 2026.