BAKER BROS. ADVISORS LP — REVOLUTION MEDICINES INC RVMD: Quarterly 13F Position History
BAKER BROS. ADVISORS LP has reported REVOLUTION MEDICINES INC (RVMD) on 21 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2021. As of Q1 2026, the position is sized at 9,555,357 shares ($929.3M market value, 5.34% of the equity book). Quarter-over-quarter share count change: + 100,000 (+1.1%) .
- 9,555,357Shares Held (Latest Filing)
- $929.3MReported Market Value (Latest Filing)
- 5.34%Portfolio Weight (% of 13F Equity Book)
- +100,000Quarter-over-Quarter Share Change
- +$176.1MQuarter-over-Quarter Value Change
- 9,555,357Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 9,555,357 | +100,000 | +1.1% | $929.3M | 5.34% | $97.25 |
| Q4 2025 | 9,455,357 | 0 | — | $753.1M | 4.41% | $79.65 |
| Q3 2025 | 9,455,357 | +90,385 | +1.0% | $441.6M | 3.19% | $46.70 |
| Q2 2025 | 9,364,972 | +1,428,000 | +18.0% | $344.5M | 3.34% | $36.79 |
| Q1 2025 | 7,936,972 | 0 | — | $280.7M | 3.11% | $35.36 |
| Q4 2024 | 7,936,972 | +367,882 | +4.9% | $347.2M | 3.71% | $43.74 |
| Q3 2024 | 7,569,090 | 0 | — | $343.3M | 3.56% | $45.35 |
| Q2 2024 | 7,569,090 | +19,841 | +0.3% | $293.8M | 3.75% | $38.81 |
| Q1 2024 | 7,549,249 | +2,400,592 | +46.6% | $243.3M | 3.05% | $32.23 |
| Q4 2023 | 5,148,657 | +2,457,164 | +91.3% | $147.7M | 1.68% | $28.68 |
| Q3 2023 | 2,691,493 | 0 | — | $74.5M | 0.43% | $27.68 |
| Q2 2023 | 2,691,493 | 0 | — | $72.0M | 0.42% | $26.75 |
| Q1 2023 | 2,691,493 | +2,469,271 | +1111.2% | $58.3M | 0.32% | $21.66 |
| Q4 2022 | 222,222 | 0 | — | $5.3M | 0.03% | $23.82 |
| Q3 2022 | 222,222 | 0 | — | $4.4M | 0.03% | $19.72 |
| Q2 2022 | 222,222 | 0 | — | $4.3M | 0.02% | $19.49 |
| Q1 2022 | 222,222 | 0 | — | $5.7M | 0.03% | $25.51 |
| Q4 2021 | 222,222 | 0 | — | $5.6M | 0.03% | $25.17 |
| Q3 2021 | 222,222 | 0 | — | $6.1M | 0.03% | $27.51 |
| Q2 2021 | 222,222 | 0 | — | $7.1M | 0.03% | $31.74 |
| Q1 2021 | 222,222 | — | — | $10.2M | 0.04% | $45.88 |
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 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 21 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 Q4 2025 and Q1 2026, BAKER BROS. ADVISORS LP added 100,000 shares of RVMD (+1.1%), bringing the total reported position to 9,555,357 shares at a market value of $929.3M.
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.