RVMD β€” REVOLUTION MEDICINES INC

Ownership history in Alphabet Inc.  Β·  9 quarters on record

AI Ownership Summary

Alphabet Inc. reported REVOLUTION MEDICINES INC (RVMD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 10.53% in 2024 Q4. The latest visible filing shows RVMD at 10.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RVMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alphabet Inc.'s position in REVOLUTION MEDICINES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RVMD was reported at 10.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.53% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Alphabet Inc. held RVMD β€” position size vs. price
% of Fund (quarterly)    RVMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 3,345,102 -788,175 -19.1% 10.33% $266.4M 2026-02-14 (Est.) $96.31
2025 Q3 UNCHANGED 4,133,277 β€” 0% 8.01% $193.0M 2025-11-07 $61.01
2025 Q2 UNCHANGED 4,133,277 β€” 0% 7.12% $152.1M 2025-08-01 $36.63
2025 Q1 UNCHANGED 4,133,277 β€” 0% 9.27% $146.2M 2025-05-02 $40.72
2024 Q4 REDUCED 4,133,277 -122,898 -2.9% 10.53% $180.8M 2025-02-07 $42.19
2024 Q3 REDUCED 4,256,175 -1,050,900 -19.8% 10.48% $193.0M 2024-11-08 $60.44
2024 Q2 ADDED 5,307,075 +5,563 +0.1% 10.43% $206.0M 2024-08-02 $44.00
2024 Q1 UNCHANGED 5,301,512 β€” 0% 6.80% $170.9M 2024-05-03 $40.20
2023 Q4 INITIATED 5,301,512 β€” β€” 7.05% $152.0M 2024-02-09 $30.44

FAQ About Alphabet Inc. and RVMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alphabet Inc. reported owning RVMD?

Alphabet Inc. reported RVMD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RVMD position in Alphabet Inc.'s portfolio?

The largest reported portfolio weight for RVMD was 10.53% in 2024 Q4.

What is the latest reported RVMD position on this page?

The most recent filing on this page is 2025 Q4, when Alphabet Inc. reported 3,345,102 shares, equal to 10.33% of portfolio, with an estimated market value of $266.4M.

What does the chart on this RVMD ownership page compare?

The chart compares Alphabet Inc.'s quarterly RVMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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