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RVMD Revolution Medicines Inc.

Health Care, filed as REVOLUTION MEDICINES INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 5 Owners
  • Max 20.1%
  • $2.7B
  • 2 add 1 reduce 1 exit 1 small

In 2026 Q2 Stanley Druckenmiller and Ron Baron added to Revolution Medicines, Nathan Fischel trimmed, and Davidson Kempner Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns RVMD

Sorted by value, long equity only, as of 2026 Q2.

History
Farallon Capital Management 11.7% Small trim −0.4% 13,550,796 $2.5B History
Nathan Fischel, Dafna Capital Management 20.1% Reduce −3.1% 562,630 $105M History
Stanley Druckenmiller, Duquesne Family Office 1.4%, was 0.91% Add +26.5% 399,587 $75M History
James Silverman, Opaleye Management 1.7% Hold 100,000 $19M History
Ron Baron, Bamco Inc. (Baron Capital) <0.01% Add +400.0% 12,500 $2.3M History
Davidson Kempner Capital Management exited 2026 Q2 Last 2026 Q1 0.04% Exit −0.04% 27,075 $2.6M History

5 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by RVMD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All RVMD insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • $138M sold by 10 insiders under 10b5-1 plans
  1. Anthony Mancini See Remarks
    Planned sale
    $432K 2,310 shares at $186.99 5.5% of stake
    Traded Oct 26 Filed Oct 28
    ↗
  2. Alan B. Sandler Chief Development Officer
    Planned sale
    $1.3M 6,309 shares at $202.14 11% of stake
    Traded Sep 29 Filed Oct 1
    ↗
  3. Jeff Cislini SVP & General Counsel
    Planned sale
    $159K 765 shares at $207.32 1.5% of stake
    Traded Sep 25 Filed Sep 29
    ↗
  4. Anthony Mancini See Remarks
    Planned sale
    $743K 3,708 shares at $200.45 8.5% of stake
    Traded Sep 24–25 Filed Sep 28
    ↗
  5. Elizabeth M Anderson Director
    Planned sale
    $2M 10,143 shares at $193.04 70% of stake
    Traded Sep 22 Filed Sep 24
    ↗
  6. Anthony Mancini See Remarks
    Planned sale
    $347K 1,764 shares at $196.94 4.2% of stake
    Traded Sep 18 Filed Sep 22
    ↗
  7. Stephen Michael Kelsey See Remarks
    Planned sale
    $18.7M 92,531 shares at $202.36 24% of stake
    Traded Sep 11 Filed Sep 15
    ↗
  8. Anthony Mancini See Remarks
    Planned sale
    $3.2M 15,448 shares at $204.16 26% of stake
    Traded Sep 10 Filed Sep 14
    ↗
  9. Lorence H. Kim Director
    Planned sale
    $3.6M 17,090 shares at $209.82 100% of stake
    Traded Sep 8 Filed Sep 10
    ↗
  10. Lorence H. Kim Director
    Planned sale
    $11.4M 56,000 shares at $203.24 77% of stake
    Traded Aug 31 Filed Sep 2
    ↗
  11. Jeff Cislini General Counsel
    Planned sale
    $11.9M 56,894 shares at $209.24 50% of stake
    Traded Aug 21 Filed Aug 25
    ↗
  12. Mark A Goldsmith See Remarks
    Planned sale
    $18M 86,000 shares at $209.20
    Traded Aug 21 Filed Aug 25
    ↗
  13. Sushil Patel Director
    Planned sale
    $1M 5,580 shares at $187.99 21% of stake
    Traded Jun 29 Filed Jul 1
    ↗
  14. Jack Anders CFO
    Planned sale
    $3.4M 20,000 shares at $168.33 14% of stake
    Traded Jun 24 Filed Jun 26
    ↗
  15. Margaret A Horn COO
    Planned sale
    $14.4M 90,000 shares at $160.16 37% of stake
    Traded Jun 15–17 Filed Jun 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 option exercises, 31 sales to cover taxes, 14 stock grants, and 6 gifts.

SEC filings

Recent issuer filings from EDGAR, 10 shown.

Filed Form Detail Links
8-K 2.03,8.01 Filing Doc
8-K 1.01,2.03 Filing Doc
8-K 8.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.02,5.07 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.