13F Portfolios

a16z Capital Management, L.L.C.: REVOLUTION MEDICINES INC (RVMD): Quarterly 13F Position History

As of Q1 2026, a16z Capital Management, L.L.C. reported 921,099 shares of REVOLUTION MEDICINES INC (RVMD), worth $89.6M and representing 6.9% of its 13F equity book. The position first appeared in Q4 2023 and has been disclosed across 10 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 921,099 0 $89.6M 6.9% $97.3
Q4 2025 921,099 1,827,424 -66.5% $73.4M 4.6% $79.7
Q3 2025 2,748,523 0 $128.4M 9.2% $46.7
Q2 2025 2,748,523 0 $101.1M 32.3% $36.8
Q1 2025 2,748,523 0 $97.2M 13.9% $35.4
Q4 2024 2,748,523 0 $120.2M 16.1% $43.7
Q3 2024 2,748,523 0 $124.6M 11.0% $45.4
Q2 2024 2,748,523 0 $106.7M 9.1% $38.8
Q1 2024 2,748,523 +1,772,044 +181.5% $88.6M 6.4% $32.2
Q4 2023 976,479 $28.0M 1.9% $28.7

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did a16z Capital Management, L.L.C. first disclose a RVMD position in 13F-HR filings?

a16z Capital Management, L.L.C. first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was a16z Capital Management, L.L.C.'s most recent quarter-over-quarter share-count change in RVMD?

a16z Capital Management, L.L.C. held the same 921,099 shares of RVMD between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.

Does the implied price-per-share represent a16z Capital Management, L.L.C.'s cost basis in RVMD?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.