13F Portfolios

Darwin Global Management, Ltd. — REVOLUTION MEDICINES INC RVMD: Quarterly 13F Position History

Darwin Global Management, Ltd. has reported REVOLUTION MEDICINES INC (RVMD) on 1 13F-HR filing in Pactolio's tracked window, first appearing in Q1 2026. As of Q1 2026, the position is sized at 2,211,018 shares ($205.0M market value, 5.44% of the equity book).

Recent initiation: Darwin Global Management, Ltd. first reported RVMD on the Q1 2026 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 1 quarter

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 2,211,018 $205.0M 5.44% $92.71

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 Darwin Global Management, Ltd. first disclose a RVMD position in 13F-HR filings?

Darwin Global Management, Ltd. first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 1 reported quarter within Pactolio's tracked window.

What was Darwin Global Management, Ltd.'s most recent quarter-over-quarter share-count change in RVMD?

Darwin Global Management, Ltd. reported 2,211,018 shares of RVMD on the most recent 13F-HR filing (Q1 2026). Insufficient prior data for a quarter-over-quarter share-count comparison.

Does the implied price-per-share represent Darwin Global Management, Ltd.'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.