RVMD β€” REVOLUTION MEDICINES INC

Ownership history in First Turn Management, LLC  Β·  6 quarters on record

AI Ownership Summary

First Turn Management, LLC reported REVOLUTION MEDICINES INC (RVMD) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 5.81% in 2025 Q4. The latest visible filing shows RVMD at 5.81% 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 First Turn Management, LLC'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 5.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.81% in 2025 Q4

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

Time in book
Holding Window
2024 Q2 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 First Turn Management, LLC held RVMD β€” position size vs. price
% of Fund (quarterly)    RVMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 638,385 -4,665 -0.7% 5.81% $50.8M 2026-02-14 (Est.) $96.31
2025 Q3 ADDED 643,050 +227,459 +54.7% 4.51% $30.0M 2025-11-14 $67.75
2025 Q2 ADDED 415,591 +75,482 +22.2% 2.85% $15.3M 2025-08-14 $36.02
2025 Q1 REDUCED 340,109 -63,806 -15.8% 2.42% $12.0M 2025-05-15 $39.44
2024 Q4 ADDED 403,915 +74,396 +22.6% 3.16% $17.7M 2025-02-14 $40.67
2024 Q2 INITIATED 329,519 β€” β€” 2.08% $12.8M 2024-08-08 $41.98

FAQ About First Turn Management, LLC and RVMD

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

How long has First Turn Management, LLC reported owning RVMD?

First Turn Management, LLC reported RVMD across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported RVMD position in First Turn Management, LLC's portfolio?

The largest reported portfolio weight for RVMD was 5.81% in 2025 Q4.

What is the latest reported RVMD position on this page?

The most recent filing on this page is 2025 Q4, when First Turn Management, LLC reported 638,385 shares, equal to 5.81% of portfolio, with an estimated market value of $50.8M.

What does the chart on this RVMD ownership page compare?

The chart compares First Turn Management, LLC'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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