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Rock Springs Capital Management’s Revolution Medicines RVMD Stock Holding History

Rock Springs Capital 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
2026
Q2 		$207M Sell
1,105,210
-104,255
-9% -$15.2M 10.1% 1
2026
Q1 		$118M Sell
1,209,465
-125,805
-9% -$12.7M 6.93% 1
2025
Q4 		$106M Hold
1,335,270
– – 5.45% 2
2025
Q3 		$62.4M Buy
1,335,270
+4,310
+0.3% +$169K 3.64% 5
2025
Q2 		$49M Buy
1,330,960
+49,320
+4% +$1.89M 3.05% 7
2025
Q1 		$45.3M Buy
1,281,640
+68,383
+6% +$2.78M 2.59% 10
2024
Q4 		$53.1M Buy
1,213,257
+203,312
+20% +$10.3M 2.02% 15
2024
Q3 		$45.8M Buy
1,009,945
+66,750
+7% +$2.91M 1.49% 26
2024
Q2 		$36.6M Buy
943,195
+19,514
+2% +$729K 1.1% 37
2024
Q1 		$29.8M Buy
923,681
+198,529
+27% +$5.88M 0.76% 44
2023
Q4 		$20.8M Hold
725,152
– – 0.51% 57
2023
Q3 		$20.1M Buy
725,152
+22,440
+3% +$666K 0.54% 58
2023
Q2 		$18.8M Hold
702,712
– – 0.45% 59
2023
Q1 		$15.2M Buy
+702,712
New +$17.3M 0.36% 67

Other funds holding RVMD

BlackRock
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
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
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
NI
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

Rock Springs Capital Management's RVMD Position: Q2 2026 in Review

Rock Springs Capital Management reduced its Revolution Medicines (RVMD) stake by 8.6% in Q2 2026, selling an estimated $15.2M and leaving 1,105,210 shares worth $207M. The position accounts for 10.1% of the portfolio, ranked #1.

Rock Springs Capital Management first reported a position in RVMD in Q1 2023 and has held it in 14 quarters since. 694 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

  • Rock Springs Capital Management held 1,105,210 shares of Revolution Medicines worth $207M as of Q2 2026.
  • Rock Springs Capital Management sold 104,255 Revolution Medicines shares in Q2 2026, an estimated $15.2M.
  • Revolution Medicines made up 10.1% of Rock Springs Capital Management's portfolio in Q2 2026, its #1 holding.
  • Rock Springs Capital Management first reported a position in Revolution Medicines in Q1 2023 and has held it in 14 quarters since.
  • 694 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Rock Springs Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.