Vestal Point Capital, LP — REVOLUTION MEDICINES INC RVMD: Quarterly 13F Position History
Vestal Point Capital, LP has reported REVOLUTION MEDICINES INC (RVMD) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 2,375,000 shares ($231.0M market value, 6.46% of the equity book). Quarter-over-quarter share count change: + 2,080,000 (+705.1%) .
- 2,375,000Shares Held (Latest Filing)
- $231.0MReported Market Value (Latest Filing)
- 6.46%Portfolio Weight (% of 13F Equity Book)
- +2,080,000Quarter-over-Quarter Share Change
- +$207.5MQuarter-over-Quarter Value Change
- 2,375,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,375,000 | +2,080,000 | +705.1% | $231.0M | 6.46% | $97.25 |
| Q4 2025 | 295,000 | 335,000 | -53.2% | $23.5M | 0.86% | $79.65 |
| Q3 2025 | 630,000 | 570,000 | -47.5% | $29.4M | 1.33% | $46.70 |
| Q2 2025 | 1,200,000 | +1,200,000 | — | $44.1M | 2.32% | $36.79 |
| Q1 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2024 | 0 | 725,000 | -100.0% | $0 | 0.00% | — |
| Q4 2023 | 725,000 | — | — | $20.8M | 2.20% | $28.68 |
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 Vestal Point Capital, LP first disclose a RVMD position in 13F-HR filings?
Vestal Point Capital, LP first reported REVOLUTION MEDICINES INC (RVMD) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.
What was Vestal Point Capital, LP's most recent quarter-over-quarter share-count change in RVMD?
Between Q4 2025 and Q1 2026, Vestal Point Capital, LP added 2,080,000 shares of RVMD (+705.1%), bringing the total reported position to 2,375,000 shares at a market value of $231.0M.
Does the implied price-per-share represent Vestal Point Capital, 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.