RVMD
Revolution Medicines Inc
2 super-investors hold RVMD worth a combined $70M. The largest position: Stanley Druckenmiller at 1.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 48 — ranked #56 of 724 scored stocks.
Why super-investors own RVMD
RVMD draws thin but notable super-investor interest, with just two cohort members holding a combined $70M as of 2026Q1. The headline move this quarter is Stanley Druckenmiller initiating a new $31M position, representing 1.0% of his portfolio — his highest-conviction entry in the name. Joel Greenblatt holds a larger $39M stake but at a negligible portfolio weight, suggesting a more diversified, systematic allocation rather than a high-conviction thesis. Cohort ownership has held at one manager for the prior seven quarters before Druckenmiller's entry, so interest is technically rising, though the base remains narrow. Druckenmiller's initiation is the primary signal worth tracking here.
AI-synthesized from 13F filings. Not investment advice.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 24q | $39M | 400,053 |
| 2 | Stanley Druckenmiller | 1.0% | — 1q | $31M | 315,860 |
Owners of RVMD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | NEW | 1.0% | +100% | $31M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 76155X100. Not investment advice.