Avoro Capital Advisors LLC: REVOLUTION MEDICINES INC (RVMD): Quarterly 13F Position History
As of Q2 2026, Avoro Capital Advisors LLC reported 2,297,000 shares of REVOLUTION MEDICINES INC (RVMD), worth $430.2M and representing 3.9% of its 13F equity book. Quarter-over-quarter share count change: 47,444 (-2.0%) . The position first appeared in Q1 2020 and has been disclosed across 26 13F-HR filings in Pactolio's tracked window.
- 2,297,000Shares Held (Latest Filing)
- $430.2MReported Market Value (Latest Filing)
- 3.9%Portfolio Weight (% of 13F Equity Book)
- 47,444Quarter-over-Quarter Share Change
- +$202.2MQuarter-over-Quarter Value Change
- 2,344,444Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,297,000 | 47,444 | -2.0% | $430.2M | 3.9% | $187.3 |
| Q1 2026 | 2,344,444 | +174,444 | +8.0% | $228.0M | 2.2% | $97.3 |
| Q4 2025 | 2,170,000 | +2,170,000 | – | $172.8M | 1.7% | $79.7 |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2020 | 0 | 304,000 | -100.0% | $0 | 0.0% | – |
| Q2 2020 | 304,000 | 146,000 | -32.4% | $9.6M | 0.2% | $31.6 |
| Q1 2020 | 450,000 | – | – | $9.9M | 0.3% | $21.9 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Avoro Capital Advisors LLC first disclose a RVMD position in 13F-HR filings?
Avoro Capital Advisors LLC first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was Avoro Capital Advisors LLC's most recent quarter-over-quarter share-count change in RVMD?
Between Q1 2026 and Q2 2026, Avoro Capital Advisors LLC reduced its RVMD position by 47,444 shares (-2.0%), leaving 2,297,000 shares at a market value of $430.2M.
Does the implied price-per-share represent Avoro Capital Advisors LLC'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.