a16z Capital Management, L.L.C. — REVOLUTION MEDICINES INC RVMD: Quarterly 13F Position History
a16z Capital Management, L.L.C. has reported REVOLUTION MEDICINES INC (RVMD) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 921,099 shares ($89.6M market value, 6.94% of the equity book).
- 921,099Shares Held (Latest Filing)
- $89.6MReported Market Value (Latest Filing)
- 6.94%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$16.2MQuarter-over-Quarter Value Change
- 2,748,523Peak Reported Shares (Historical)
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 | 6.94% | $97.25 |
| Q4 2025 | 921,099 | 1,827,424 | -66.5% | $73.4M | 4.64% | $79.65 |
| Q3 2025 | 2,748,523 | 0 | — | $128.4M | 9.20% | $46.70 |
| Q2 2025 | 2,748,523 | 0 | — | $101.1M | 32.32% | $36.79 |
| Q1 2025 | 2,748,523 | 0 | — | $97.2M | 13.87% | $35.36 |
| Q4 2024 | 2,748,523 | 0 | — | $120.2M | 16.13% | $43.74 |
| Q3 2024 | 2,748,523 | 0 | — | $124.6M | 10.96% | $45.35 |
| Q2 2024 | 2,748,523 | 0 | — | $106.7M | 9.10% | $38.81 |
| Q1 2024 | 2,748,523 | +1,772,044 | +181.5% | $88.6M | 6.41% | $32.23 |
| Q4 2023 | 976,479 | — | — | $28.0M | 1.88% | $28.68 |
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.