Caligan Partners LP: REVOLUTION MEDICINES INC (RVMD): Quarterly 13F Position History
As of Q1 2026, Caligan Partners LP reported 1,652,808 shares of REVOLUTION MEDICINES INC (RVMD), worth $160.7M and representing 11.4% of its 13F equity book. Quarter-over-quarter share count change: + 368,908 (+28.7%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 1,652,808Shares Held (Latest Filing)
- $160.7MReported Market Value (Latest Filing)
- 11.4%Portfolio Weight (% of 13F Equity Book)
- +368,908Quarter-over-Quarter Share Change
- +$58.5MQuarter-over-Quarter Value Change
- 1,652,808Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,652,808 | +368,908 | +28.7% | $160.7M | 11.4% | $97.3 |
| Q4 2025 | 1,283,900 | +219,651 | +20.6% | $102.3M | 9.4% | $79.7 |
| Q3 2025 | 1,064,249 | +427,414 | +67.1% | $49.7M | 6.9% | $46.7 |
| Q2 2025 | 636,835 | +171,835 | +37.0% | $23.4M | 4.5% | $36.8 |
| Q1 2025 | 465,000 | — | — | $16.4M | 3.4% | $35.4 |
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 Caligan Partners LP first disclose a RVMD position in 13F-HR filings?
Caligan Partners LP first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Caligan Partners LP's most recent quarter-over-quarter share-count change in RVMD?
Between Q4 2025 and Q1 2026, Caligan Partners LP added 368,908 shares of RVMD (+28.7%), bringing the total reported position to 1,652,808 shares at a market value of $160.7M.
Does the implied price-per-share represent Caligan Partners 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.