Nicholas Investment Partners, LP

Position in RVMD — Revolution Medicines, Inc.

CIK 1389574 RANCHO SANTA FE, CA

Position in RVMD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,398,393

+$92,712 QoQ

Shares Held

261,166

-17.8% QoQ

Ownership

0.123%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Nicholas Investment Partners, LP holds $224,688,311 across 27 Biotechnology names. RVMD ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INSM	INSMED Inc	182,540	$29,848,940
2	RVMD	Revolution Medicines, Inc. This page	261,166	$25,398,393
3	BBIO	BridgeBio Pharma, Inc.	298,909	$22,196,982
4	NUVL	Nuvalent, Inc.	159,721	$16,363,416
5	XENE	Xenon Pharmaceuticals Inc.	247,101	$14,368,923
6	AXSM	Axsome Therapeutics, Inc.	81,478	$13,771,411
7	MIRM	Mirum Pharmaceuticals, Inc.	131,303	$12,129,771
8	APGE	Apogee Therapeutics, Inc.	130,992	$11,025,596

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,398,393	261,166	-17.8%	Shares	Sole	2026-05-15
2025-12-31	$25,305,681	317,711	+18.6%	Shares	Sole	2026-02-13
2025-09-30	$12,511,443	267,911	+136.8%	Shares	Sole	2025-11-14
2025-06-30	$4,161,905	113,126	+85.1%	Shares	Sole	2025-08-14
2025-03-31	$2,161,309	61,123	-27.9%	Shares	Sole	2025-05-15
2024-12-31	$3,706,046	84,729	+36.0%	Shares	Sole	2025-02-14
2024-09-30	$2,825,305	62,300	-60.6%	Shares	Sole	2024-11-12
2024-06-30	$6,137,102	158,132	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.