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Revolution Medicines, Inc.

RVMD Healthcare
$199.27 $-5.59 (-2.73%)
Market Cap: $42.71 B
Gurus Holding
8
Popularity Rank
#876
% of Shares Held
1.02%
Net Activity (Q2 2026)
+$235.78 M

Guru Ownership Trend

Guru Analysis for Revolution Medicines, Inc. (RVMD)

Revolution Medicines, Inc. (RVMD), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $434.69 M.

Top institutional holders include Cliff Asness and Stanley Druckenmiller.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $235.78 M net inflow during the quarter.

Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 81.8%.

Key Holders

Top 5 by Value

$242.61 M
$38.9 M
$22.61 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$252.6 M
Total Buy Value
New Buys 2
Additions 3
-$16.82 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
5

FAQs for Revolution Medicines, Inc. (RVMD)

Major holders include Cliff Asness ($242.61 M), Stanley Druckenmiller ($74.84 M), Ken Fisher ($38.9 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.18 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $235.78 M, with 5 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited RVMD. The total reported sell value was $16.82 M.

Yes, 2 managers opened new positions in RVMD, and 3 increased their existing holdings. The total reported buy value was $252.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 1009.2% 1,295,450 $242.61 M Q2 2026
1.44% Add 26.5% 399,587 $74.84 M Q2 2026
0.01% Reduce -3.8% 207,693 $38.9 M Q2 2026
0.05% Reduce -4.1% 120,702 $22.61 M Q2 2026
0.23% Add 46.9% 81,700 $15.3 M Q2 2026
0.01% New Buy 60,276 $11.29 M Q2 2026
0.00% Reduce -81.8% 16,000 $3 M Q2 2026
0.00% New Buy 26 $5,008 Q2 2026
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