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Ponoi Management’s Revolution Medicines RVMD Stock Holding History

Ponoi 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
– – 18.44% 3
2022
Q2 		$13.4M Hold
685,011
– – 21.08% 3
2022
Q1 		$17.5M Hold
685,011
– – 22.68% 3
2021
Q4 		$17.2M Hold
685,011
– – 15.9% 3
2021
Q3 		$18.8M Hold
685,011
– – 16.73% 3
2021
Q2 		$21.7M Hold
685,011
– – 12.08% 4
2021
Q1 		$31.4M Hold
685,011
– – 18.49% 4
2020
Q4 		$27.1M Buy
+685,011
New +$27.1M 15.52% 4

Other funds holding RVMD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
CG
Column Group San Francisco, California $88.1M AUM 148.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TGI
TRV GP III Boston, Massachusetts $6.14M AUM 45.44% 1-Year Est. Return

Ponoi Management's RVMD Position: Q3 2022 in Review

Ponoi Management held its Revolution Medicines (RVMD) position steady in Q3 2022 at 685,011 shares worth $13.5M. The position accounts for 18.44% of the portfolio, ranked #3.

Ponoi 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 Management held 685,011 shares of Revolution Medicines worth $13.5M as of Q3 2022.
  • Ponoi Management left its Revolution Medicines share count unchanged in Q3 2022.
  • Revolution Medicines made up 18.44% of Ponoi Management's portfolio in Q3 2022, its #3 holding.
  • Ponoi Management first reported a position in Revolution Medicines in Q4 2020 and has held it in 8 quarters since.
  • Ponoi 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 Management's 13F filing for Q3 2022, filed 14 Nov 2022.