Follow-The-Filings

Security · featured owners

RVMD Revolution Medicines Inc.

Health Care COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 20.1%
  • $2.7B
  • 2 add 2 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 20.1% (Nathan Fischel - Dafna Capital Management) · not free-float ownership

  1. Nathan Fischel reduce 20.1%
  2. Farallon Capital Management reduce 11.7%
  3. James Silverman 1.7%
  4. Stanley Druckenmiller add 1.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Farallon Capital Management 2026 Q2 11.7% Reduce −0.4% 13,550,796 $2.5B history
Nathan Fischel - Dafna Capital Management 2026 Q2 20.1% Reduce −3.1% 562,630 $105M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 1.4% Add +26.5% 399,587 $75M history
James Silverman - Opaleye Management 2026 Q2 1.7% Hold 100,000 $19M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% Add +400.0% 12,500 $2M history
Davidson Kempner Capital Management exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04% 27,075 $3M history
David Witzke - Avidity Partners Management exited 2026 Q2 last 2026 Q1 0.30% Exit −0.30% 15,000 $1M history

SEC filings

Recent issuer filings from EDGAR · 15 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 1.01,2.03
8-K 8.01
8-K 2.02,9.01
10-Q
8-K 5.02,5.07
8-K 2.02,9.01
10-Q
DEFA14A
8-K 1.01,2.03,8.01,9.01
8-K 8.01,9.01
424B5
424B5
8-K 8.01
424B5
424B5

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026
4 Period Aug 31, 2026
4 Period Aug 21, 2026 · 2 forms
4 Period Jun 29, 2026
4 Period Jun 24, 2026
4 Period Jun 18, 2026 · 7 forms
4 Period Jun 16, 2026 · 5 forms
4 Period Jun 15, 2026
4 Period Jun 11, 2026
4 Period May 26, 2026
4 Period Apr 27, 2026
4 Period Apr 15, 2026
4 Period Mar 25, 2026
4 Period Mar 17, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $11.58M $0M $0M
Net income -$0.436B -$0.6B -$1.13B
Net margin * -3768.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.88B $2.33B $2.08B
Total non-current assets * $182.42M $230.67M $279.47M
Total assets $2.06B $2.56B $2.35B
Total current liabilities $143.85M $163.91M $290.42M
Total non-current liabilities * $91.66M $129.18M $432.79M
Total equity $1.83B $2.27B $1.63B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$350.57M -$557.44M -$897.74M
Cash from investing -$342.6M -$554.39M $118.06M
Cash from financing $1.23B $0.959B $0.622B
Net change in cash $536.03M -$152.42M -$158.16M

ownership over time

filing count by report period · click a bar for that quarter’s holders