BAKER BROS. ADVISORS LP: REVOLUTION MEDICINES INC (RVMD): Quarterly 13F Position History
As of Q2 2026, BAKER BROS. ADVISORS LP reported 11,443,357 shares of REVOLUTION MEDICINES INC (RVMD), worth $2.1B and representing 10.7% of its 13F equity book. Quarter-over-quarter share count change: + 1,888,000 (+19.8%) . The position first appeared in Q1 2021 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.
- 11,443,357Shares Held (Latest Filing)
- $2.1BReported Market Value (Latest Filing)
- 10.7%Portfolio Weight (% of 13F Equity Book)
- +1,888,000Quarter-over-Quarter Share Change
- +$1.2BQuarter-over-Quarter Value Change
- 11,443,357Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,443,357 | +1,888,000 | +19.8% | $2.1B | 10.7% | $187.3 |
| Q1 2026 | 9,555,357 | +100,000 | +1.1% | $929.3M | 5.3% | $97.3 |
| Q4 2025 | 9,455,357 | 0 | – | $753.1M | 4.4% | $79.7 |
| Q3 2025 | 9,455,357 | +90,385 | +1.0% | $441.6M | 3.2% | $46.7 |
| Q2 2025 | 9,364,972 | +1,428,000 | +18.0% | $344.5M | 3.3% | $36.8 |
| Q1 2025 | 7,936,972 | 0 | – | $280.7M | 3.1% | $35.4 |
| Q4 2024 | 7,936,972 | +367,882 | +4.9% | $347.2M | 3.7% | $43.7 |
| Q3 2024 | 7,569,090 | 0 | – | $343.3M | 3.6% | $45.4 |
| Q2 2024 | 7,569,090 | +19,841 | +0.3% | $293.8M | 3.8% | $38.8 |
| Q1 2024 | 7,549,249 | +2,400,592 | +46.6% | $243.3M | 3.1% | $32.2 |
| Q4 2023 | 5,148,657 | +2,457,164 | +91.3% | $147.7M | 1.7% | $28.7 |
| Q3 2023 | 2,691,493 | 0 | – | $74.5M | 0.4% | $27.7 |
| Q2 2023 | 2,691,493 | 0 | – | $72.0M | 0.4% | $26.8 |
| Q1 2023 | 2,691,493 | +2,469,271 | +1111.2% | $58.3M | 0.3% | $21.7 |
| Q4 2022 | 222,222 | 0 | – | $5.3M | 0.0% | $23.8 |
| Q3 2022 | 222,222 | 0 | – | $4.4M | 0.0% | $19.7 |
| Q2 2022 | 222,222 | 0 | – | $4.3M | 0.0% | $19.5 |
| Q1 2022 | 222,222 | 0 | – | $5.7M | 0.0% | $25.5 |
| Q4 2021 | 222,222 | 0 | – | $5.6M | 0.0% | $25.2 |
| Q3 2021 | 222,222 | 0 | – | $6.1M | 0.0% | $27.5 |
| Q2 2021 | 222,222 | 0 | – | $7.1M | 0.0% | $31.7 |
| Q1 2021 | 222,222 | – | – | $10.2M | 0.0% | $45.9 |
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 BAKER BROS. ADVISORS LP first disclose a RVMD position in 13F-HR filings?
BAKER BROS. ADVISORS LP first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was BAKER BROS. ADVISORS LP's most recent quarter-over-quarter share-count change in RVMD?
Between Q1 2026 and Q2 2026, BAKER BROS. ADVISORS LP added 1,888,000 shares of RVMD (+19.8%), bringing the total reported position to 11,443,357 shares at a market value of $2.1B.
Does the implied price-per-share represent BAKER BROS. ADVISORS LP'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.