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Revolution Medicines, Inc.

RVMD Healthcare
$152.89 +$2.56 (1.70%)
Market Cap: $32.5 B
Gurus Holding
8
Popularity Rank
#726
% of Shares Held
0.44%
Net Activity (Q1 2026)
-$117.71 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $141.67 M.

Top institutional holders include Stanley Druckenmiller and Ken Fisher.

Institutional sentiment is currently Bearish. This is evidenced by a $117.71 M net outflow during the quarter.

Recent activity highlights Stanley Druckenmiller who opened a new position. Conversely, Jefferies Group reduced exposure by 99.8%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$32.49 M
Total Buy Value
New Buys 2
Additions 1
-$150.21 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Revolution Medicines, Inc. (RVMD)

Major holders include Stanley Druckenmiller ($30.72 M), Ken Fisher ($21 M), Joel Greenblatt ($12.24 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 926,637 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $117.71 M, with 3 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited RVMD. The total reported sell value was $150.21 M.

Yes, 2 managers opened new positions in RVMD, and 1 increased their existing holdings. The total reported buy value was $32.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.91% New Buy 315,860 $30.72 M Q1 2026
0.01% Reduce -10.4% 215,947 $21 M Q1 2026
0.04% Add 10.6% 125,901 $12.24 M Q1 2026
0.01% Reduce -8.2% 116,787 $11.36 M Q1 2026
0.02% Reduce -4.9% 87,852 $8.54 M Q1 2026
0.11% 55,600 $5.41 M Q1 2026
0.00% New Buy 6,200 $602,950 Q1 2026
0.00% Reduce -99.8% 2,490 $242,153 Q1 2026
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