Ponoi II Management’s Revolution Medicines RVMD Stock Holding History

Ponoi II Management’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
2022 Q3	$13.5M	Hold	685,011	–	–	35.31%	2
2022 Q2	$13.4M	Hold	685,011	–	–	36.28%	2
2022 Q1	$17.5M	Hold	685,011	–	–	38.78%	2
2021 Q4	$17.2M	Hold	685,011	–	–	31.32%	2
2021 Q3	$18.8M	Hold	685,011	–	–	27.92%	2
2021 Q2	$21.7M	Hold	685,011	–	–	17.62%	3
2021 Q1	$31.4M	Hold	685,011	–	–	24.07%	3
2020 Q4	$27.1M	Buy	+685,011	New	+$27.1M	19.76%	3

Other funds holding RVMD

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Column Group San Francisco, California $101M AUM 290.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TGI

TRV GP III Boston, Massachusetts $6.14M AUM 45.44% 1-Year Est. Return

Ponoi II Management's RVMD Position: Q3 2022 in Review

Ponoi II Management held its Revolution Medicines (RVMD) position steady in Q3 2022 at 685,011 shares worth $13.5M. The position accounts for 35.31% of the portfolio, ranked #2.

Ponoi II Management first reported a position in RVMD in Q4 2020 and has held it in 8 quarters since. The position peaked at $31.4M in Q1 2021. 142 funds tracked by Wall St. Rank hold RVMD as of Q3 2022.

Ponoi II Management held 685,011 shares of Revolution Medicines worth $13.5M as of Q3 2022.
Ponoi II Management left its Revolution Medicines share count unchanged in Q3 2022.
Revolution Medicines made up 35.31% of Ponoi II Management's portfolio in Q3 2022, its #2 holding.
Ponoi II Management first reported a position in Revolution Medicines in Q4 2020 and has held it in 8 quarters since.
Ponoi II Management's Revolution Medicines position peaked at $31.4M in Q1 2021.
142 funds tracked by Wall St. Rank held Revolution Medicines as of Q3 2022.

Based on Ponoi II Management's 13F filing for Q3 2022, filed 14 Nov 2022.