Vestal Point Capital’s Revolution Medicines RVMD Stock Holding History

Vestal Point Capital’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	$84.3M	Sell	450,000 -1,925,000	-81%	-$281M	1.97%	18
2026 Q1	$231M	Buy	2,375,000 +2,080,000	+705%	+$210M	6.46%	1
2025 Q4	$23.5M	Sell	295,000 -335,000	-53%	-$22M	0.8%	35
2025 Q3	$29.4M	Sell	630,000 -570,000	-48%	-$22.3M	1.33%	32
2025 Q2	$44.1M	Buy	+1,200,000	New	+$46.1M	2.32%	15
2024 Q1	–	Sell	-725,000	Closed	-$20.8M	–	72
2023 Q4	$20.8M	Buy	+725,000	New	+$17.4M	2.2%	16

Other funds holding RVMD

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 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

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vestal Point Capital's RVMD Position: Q2 2026 in Review

Vestal Point Capital reduced its Revolution Medicines (RVMD) stake by 81% in Q2 2026, selling an estimated $281M and leaving 450,000 shares worth $84.3M. The position accounts for 1.97% of the portfolio, ranked #18.

Vestal Point Capital first reported a position in RVMD in Q4 2023 and has held it in 6 quarters since. The position peaked at $231M in Q1 2026. 690 funds tracked by Wall St. Rank hold RVMD as of Q2 2026.

Vestal Point Capital held 450,000 shares of Revolution Medicines worth $84.3M as of Q2 2026.
Vestal Point Capital sold 1,925,000 Revolution Medicines shares in Q2 2026, an estimated $281M.
Revolution Medicines made up 1.97% of Vestal Point Capital's portfolio in Q2 2026, its #18 holding.
Vestal Point Capital first reported a position in Revolution Medicines in Q4 2023 and has held it in 6 quarters since.
Vestal Point Capital's Revolution Medicines position peaked at $231M in Q1 2026.
690 funds tracked by Wall St. Rank held Revolution Medicines as of Q2 2026.

Based on Vestal Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.