RVMDRVMDW

Revolution Medicines, Inc.

Healthcare · Biological Products · REDWOOD CITY, CA · CIK 0001628171

The business

Revolution Medicines, Inc. (NASDAQ: RVMD) is a clinical-stage precision oncology company developing novel targeted therapies for RAS-addicted cancers. The company's website is located at ir.revmed.com. Revolution Medicines possesses sophisticated structure-based drug discovery capabilities built upon deep chemical biology and cancer pharmacology expertise and proprietary technologies that enable the creation of small molecules tailored to unconventional binding sites on cancer targets.

The company's core innovation engine centers on its proprietary tri-complex technology platform designed to inhibit RAS(ON), the active GTP-bound form of RAS proteins. This differentiated mechanism of action represents the first class of RAS inhibitors in clinical development to specifically target the activated form of oncogenic RAS, offering potential improvements over first-generation RAS(OFF) inhibitors that interact exclusively with the inactive form. Revolution Medicines' research and development pipeline comprises inhibitors designed as both monotherapy and in combination with other RAS(ON) inhibitors and therapeutic agents.

The company's lead program, daraxonrasib, is a RAS(ON) multi-selective inhibitor designed to inhibit multiple oncogenic RAS variants at the G12, G13, and Q61 hotspot positions. Additional clinical-stage candidates include zoldonrasib, a G12D-selective inhibitor; elironrasib, a G12C-selective inhibitor; and RMC-5127, a G12V-selective inhibitor. The company is also developing a new class of RAS(ON) inhibitors designed to overcome RAS-driven drug resistance.

Revolution Medicines is advancing multiple global randomized Phase 3 registrational studies across pancreatic ductal adenocarcinoma, non-small cell lung cancer, and colorectal cancer. The company has established clinical collaborations with major pharmaceutical companies including Bristol Myers Squibb, Amgen, Summit Therapeutics, and Tango Therapeutics to evaluate its RAS(ON) inhibitors in combination with complementary therapeutic agents. Revolution Medicines relies on contract development and manufacturing organizations for all manufacturing activities and intends to retain significant development and commercialization rights to its product candidates, with plans to commercialize initially in the United States followed by key international markets.

Ownership

Who holds Revolution Medicines, Inc. — from fund N-PORT and institutional 13F filings · N-PORT 2026Q1 · 13F 2026-03-31

406
funds hold it
1 of 36
superinvestors hold it
$4.75B
fund-held value

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.03%$581.82M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.26%$422.17M
Fidelity Growth Company Fund
FDGRX · Fidelity Mt. Vernon Street Trust
0.31%$256.18M
VANGUARD SMALL-CAP GROWTH INDEX FUND
VBK · VANGUARD INDEX FUNDS
0.61%$236.18M
VANGUARD HEALTH CARE FUND
VGHCX · VANGUARD SPECIALIZED FUNDS
0.59%$231.11M

Superinvestors in Revolution Medicines, Inc.

Stanley DruckenmillerNEW
Duquesne Family Office
1.0%

Share of each manager's reported 13F portfolio.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

15 years of Revolution Medicines, Inc.'s financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

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