DEERFIELD MANAGEMENT COMPANY, L.P. — REVOLUTION MEDICINES INC RVMD: Quarterly 13F Position History
DEERFIELD MANAGEMENT COMPANY, L.P. has reported REVOLUTION MEDICINES INC (RVMD) on 25 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2020. As of Q1 2026, the position is sized at 2,297,000 shares ($223.4M market value, 2.64% of the equity book). Quarter-over-quarter share count change: 597,613 (-20.6%) .
- 2,297,000Shares Held (Latest Filing)
- $223.4MReported Market Value (Latest Filing)
- 2.64%Portfolio Weight (% of 13F Equity Book)
- 597,613Quarter-over-Quarter Share Change
- -$7.2MQuarter-over-Quarter Value Change
- 3,650,342Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 25 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,297,000 | 597,613 | -20.6% | $223.4M | 2.64% | $97.25 |
| Q4 2025 | 2,894,613 | 755,729 | -20.7% | $230.6M | 2.96% | $79.65 |
| Q3 2025 | 3,650,342 | +266,270 | +7.9% | $170.5M | 2.61% | $46.70 |
| Q2 2025 | 3,384,072 | +66,740 | +2.0% | $124.5M | 2.26% | $36.79 |
| Q1 2025 | 3,317,332 | +59,000 | +1.8% | $117.3M | 2.33% | $35.36 |
| Q4 2024 | 3,258,332 | +345,640 | +11.9% | $142.5M | 2.71% | $43.74 |
| Q3 2024 | 2,912,692 | 177,381 | -5.7% | $132.1M | 1.97% | $45.35 |
| Q2 2024 | 3,090,073 | 0 | — | $119.9M | 2.00% | $38.81 |
| Q1 2024 | 3,090,073 | 0 | — | $99.6M | 1.73% | $32.23 |
| Q4 2023 | 3,090,073 | +1,338,577 | +76.4% | $88.6M | 1.64% | $28.68 |
| Q3 2023 | 1,751,496 | 0 | — | $48.5M | 1.07% | $27.68 |
| Q2 2023 | 1,751,496 | +921,759 | +111.1% | $46.9M | 1.00% | $26.75 |
| Q1 2023 | 829,737 | 61,850 | -6.9% | $18.0M | 0.40% | $21.66 |
| Q4 2022 | 891,587 | 2,000,000 | -69.2% | $21.2M | 0.44% | $23.82 |
| Q3 2022 | 2,891,587 | +2,000,000 | +224.3% | $57.0M | 1.14% | $19.72 |
| Q2 2022 | 891,587 | 0 | — | $17.4M | 0.37% | $19.49 |
| Q1 2022 | 891,587 | 0 | — | $22.7M | 0.51% | $25.51 |
| Q4 2021 | 891,587 | 674,125 | -43.1% | $22.4M | 0.47% | $25.17 |
| Q3 2021 | 1,565,712 | 0 | — | $43.1M | 0.84% | $27.51 |
| Q2 2021 | 1,565,712 | +129,000 | +9.0% | $49.7M | 0.88% | $31.74 |
| Q1 2021 | 1,436,712 | +40,329 | +2.9% | $65.9M | 1.39% | $45.88 |
| Q4 2020 | 1,396,383 | 400,000 | -22.3% | $55.3M | 1.09% | $39.59 |
| Q3 2020 | 1,796,383 | 0 | — | $62.5M | 1.52% | $34.80 |
| Q2 2020 | 1,796,383 | 0 | — | $56.7M | 1.65% | $31.57 |
| Q1 2020 | 1,796,383 | — | — | $39.4M | 1.25% | $21.91 |
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 DEERFIELD MANAGEMENT COMPANY, L.P. first disclose a RVMD position in 13F-HR filings?
DEERFIELD MANAGEMENT COMPANY, L.P. first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2020-03-31 (Q1 2020). The position has appeared on 25 reported quarters within Pactolio's tracked window.
What was DEERFIELD MANAGEMENT COMPANY, L.P.'s most recent quarter-over-quarter share-count change in RVMD?
Between Q4 2025 and Q1 2026, DEERFIELD MANAGEMENT COMPANY, L.P. reduced its RVMD position by 597,613 shares (-20.6%), leaving 2,297,000 shares at a market value of $223.4M.
Does the implied price-per-share represent DEERFIELD MANAGEMENT COMPANY, L.P.'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.