RVMD β€” REVOLUTION MEDICINES INC

Ownership history in Lunate Capital Ltd  Β·  5 quarters on record

AI Ownership Summary

Lunate Capital Ltd reported REVOLUTION MEDICINES INC (RVMD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 66.2% in 2025 Q4. The latest visible filing shows RVMD at 44.36% 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 Lunate Capital Ltd'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
2026 Q1

RVMD was reported at 44.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
66.2% 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
2025 Q1 to 2026 Q1

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 Lunate Capital Ltd held RVMD β€” position size vs. price
% of Fund (quarterly)    RVMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 549,050 -1,647,150 -75.0% 44.36% $53.4M 2026-04-16 $149.27
2025 Q4 UNCHANGED 2,196,200 β€” 0% 66.20% $174.9M 2026-01-23 $117.63
2025 Q3 UNCHANGED 2,196,200 β€” 0% 8.56% $102.6M 2025-11-10 $62.73
2025 Q2 UNCHANGED 2,196,200 β€” 0% 45.37% $80.8M 2025-07-17 $39.05
2025 Q1 INITIATED 2,196,200 β€” β€” 45.36% $77.7M 2025-04-25 $38.77

FAQ About Lunate Capital Ltd and RVMD

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

How long has Lunate Capital Ltd reported owning RVMD?

Lunate Capital Ltd reported RVMD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported RVMD position in Lunate Capital Ltd's portfolio?

The largest reported portfolio weight for RVMD was 66.20% in 2025 Q4.

What is the latest reported RVMD position on this page?

The most recent filing on this page is 2026 Q1, when Lunate Capital Ltd reported 549,050 shares, equal to 44.36% of portfolio, with an estimated market value of $53.4M.

What does the chart on this RVMD ownership page compare?

The chart compares Lunate Capital Ltd'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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