Darwin Global Management, Ltd.: REVOLUTION MEDICINES INC (RVMD): Quarterly 13F Position History
As of Q2 2026, Darwin Global Management, Ltd. reported 10,629,822 shares of REVOLUTION MEDICINES INC (RVMD), worth $2.0B and representing 54.5% of its 13F equity book. Quarter-over-quarter share count change: + 8,418,804 (+380.8%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 10,629,822Shares Held (Latest Filing)
- $2.0BReported Market Value (Latest Filing)
- 54.5%Portfolio Weight (% of 13F Equity Book)
- +8,418,804Quarter-over-Quarter Share Change
- +$1.8BQuarter-over-Quarter Value Change
- 10,629,822Peak Reported Shares (Historical)
Recent initiation: Darwin Global Management, Ltd. first reported RVMD on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,629,822 | +8,418,804 | +380.8% | $2.0B | 54.5% | $192.6 |
| Q1 2026 | 2,211,018 | – | – | $205.0M | 5.4% | $92.7 |
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 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 2 reported quarters within Pactolio's tracked window.
What was Darwin Global Management, Ltd.'s most recent quarter-over-quarter share-count change in RVMD?
Between Q1 2026 and Q2 2026, Darwin Global Management, Ltd. added 8,418,804 shares of RVMD (+380.8%), bringing the total reported position to 10,629,822 shares at a market value of $2.0B.
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.