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 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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Rock Springs Capital Management's RVMD Position: Q1 2026 in Review

Rock Springs Capital Management reduced its Revolution Medicines (RVMD) stake by 9.4% in Q1 2026, selling an estimated $12.7M and leaving 1,209,465 shares worth $118M. The position accounts for 6.93% of the portfolio, ranked #1.

Rock Springs Capital Management first reported a position in RVMD in Q1 2023 and has held it in 13 quarters since. 512 funds tracked by Wall St. Rank hold RVMD as of Q1 2026.

Rock Springs Capital Management held 1,209,465 shares of Revolution Medicines worth $118M as of Q1 2026.
Rock Springs Capital Management sold 125,805 Revolution Medicines shares in Q1 2026, an estimated $12.7M.
Revolution Medicines made up 6.93% of Rock Springs Capital Management's portfolio in Q1 2026, its #1 holding.
Rock Springs Capital Management first reported a position in Revolution Medicines in Q1 2023 and has held it in 13 quarters since.
512 funds tracked by Wall St. Rank held Revolution Medicines as of Q1 2026.

Based on Rock Springs Capital Management's 13F filing for Q1 2026, filed 15 May 2026.