Baker Bros. Advisors RVMD Position
Active13-Fund ConvergenceBaker Bros. Advisors held their position in Revolution Medicines Inc. (RVMD) in Q4 2025, holding $753.1M worth of shares across 9,455,357 shares.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
RVMD is a convergence signal: 13 specialist biotech funds hold this stock, suggesting high institutional conviction.
There is an upcoming Phase 3 readout for RMC-6236 in 77 days (Jun 30, 2026), making the timing of Baker Bros.'s position particularly relevant.
About Revolution Medicines Inc.
Revolution Medicines, Inc., a clinical-stage precision oncology company, focuses on developing therapies to inhibit frontier targets in RAS-addicted cancers. The company is developing RMC-4630, an inhibitor of SHP2, which is in Phase 1/2 clinical trial for the treatment of solid tumors, such as gynecologic and colorectal cancer tumors. It also develops RMC-5845, a selective inhibitor of SOS1, a protein that converts RAS (OFF) to RAS (ON) in cells; and RMC-5552, a hyperactivated selective inhibitor of mTORC1 signaling in tumors. In addition, the company is developing RMC-6291, a mutant-selective inhibitor of KRASG12C(ON) and NRASG12C(ON); and RMC-6236, a RAS-selective inhibitor of multiple RAS(ON) variants. Further, it develops RAS(ON) Inhibitors targeting KRASG13C(ON) and KRASG12D(ON). The company has a collaboration agreement with Sanofi for the research and development of SHP2 inhibitors, including RMC-4630. Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California.
Full company profile →Short Interest
7.7%
6.4 days to cover
Baker Bros. Advisors RVMD Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Held | 9,455,357 | — | $753.1M |
| Q3 2025 | Increased | 9,455,357 | +90,385 | $441.6M |
| Q2 2025 | Increased | 9,364,972 | +1,428,000 | $344.5M |
| Q1 2025 | Held | 7,936,972 | — | $280.7M |
| Q4 2024 | Increased | 7,936,972 | +367,882 | $347.2M |
| Q3 2024 | Held | 7,569,090 | — | $343.3M |
| Q2 2024 | Increased | 7,569,090 | +19,841 | $293.8M |
| Q1 2024 | Increased | 7,549,249 | +2,400,592 | $243.3M |
| Q4 2023 | Increased | 5,148,657 | +2,457,164 | $147.7M |
| Q3 2023 | Held | 2,691,493 | — | $74.5M |
| Q2 2023 | Held | 2,691,493 | — | $72.0M |
| Q1 2023 | New | 2,691,493 | +2,691,493 | $58.3M |
Frequently Asked Questions
Does Baker Bros. Advisors own RVMD?
Yes. As of Q4 2025, Baker Bros. Advisors holds 9,455,357 shares of Revolution Medicines Inc. (RVMD) valued at $753.1M. This data comes from their SEC 13F filing.
How many hedge funds own RVMD?
13 specialist biotech hedge funds currently hold RVMD, including BVF Partners, Deerfield Management, Casdin Capital and 9 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Baker Bros. Advisors first buy RVMD?
Baker Bros. Advisors's position in RVMD was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Baker Bros. Advisors's RVMD position increasing or decreasing?
Baker Bros. Advisors held their RVMD position unchanged in the most recent quarter.
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