Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

RVMD

Revolution Medicines, Inc.HealthcareMkt Cap $32.2B

Distillfolio Position

2026-05-26

Long #8

Score +0.2556

Weight 4.6%

2026-02-24 → 2026-05-22

Analyst

Insider

BullishNeutralBearish

1 month

+0.0%

2 months

+0.0%

3 months

+0.0%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 38 funds

ADAGE CAPITAL PARTNERS GP, L.L.C.
$175.7M → $532.5M
+$356.8M
BAKER BROS. ADVISORS LP
$753.1M → $929.3M
+$176.1M
Alyeska Investment Group, L.P.
$19.0M → $183.4M
+$164.4M
FARALLON CAPITAL MANAGEMENT LLC
$1.2B → $1.3B
+$161.5M
TWO SIGMA INVESTMENTS, LP
$33.6M → $151.6M
+$118.0M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 48 managers

VANGUARD GROUP INC
$1.3B → exited
-$1.3B
BlackRock, Inc.
$711.0M → $1.1B
+$379.4M
FMR LLC
$684.0M → $823.2M
+$139.1M
GEODE CAPITAL MANAGEMENT, LLC
$251.9M → $323.9M
+$72.0M
Pictet Asset Management Holding SA
$90.7M → $53.6M
-$37.1M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 43 institutions

NORGES BANK
Bank
$195.6M → exited
-$195.6M
UBS Group AG
Bank
$246.0M → $426.6M
+$180.7M
NATIONAL BANK OF CANADA /FI/
Bank
$0.0M → $170.1M
+$170.1M
STATE STREET CORP
Bank
$327.3M → $428.2M
+$100.9M
JANE STREET GROUP, LLC
Other
$86.9M → $3.3M
-$83.6M

Analyst Ratings

2026-05-22 · 60d ·11 Bullish0 Bearish1 Neutral

Neutral
Bernstein
2026-05-22
Market Perform
Bullish
Wedbush
2026-05-07
Outperform
Bullish
RBC Capital
2026-05-07
Outperform
Bullish
Piper Sandler
2026-05-07
Overweight
Bullish
Needham
2026-05-07
Buy

Price Momentum

2025-05-23 → 2026-05-25

1 month
from 2026-04-27
—
3 months
from 2026-02-25
—
6 months
from 2025-11-21
—
9 months
from 2025-08-25
—
12 months
from 2025-05-23
—

Short Interest

2026-02-27 → 2026-04-30 · 5 periods

2026-04-30
12.80M shares short
3.28d
+0.24d
2026-04-15
13.39M shares short
3.04d
-4.89d
2026-03-31
15.41M shares short
7.93d
+0.16d
2026-03-13
14.46M shares short
7.77d
+2.40d
2026-02-27
14.11M shares short
5.37d

Insider Transactions

2026-04-27 · 5 most recent transactions

SellOther
Mancini Anthony
2026-04-27
$413K
SellOther
Goldsmith Mark A
2026-04-15
$18.0M
SellOther
Mancini Anthony
2026-03-25
$3.6M
SellGC
Cislini Jeff
2026-03-19
$113K
SellOther
Wei Lin
2026-03-17
$206K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF