
What smart money is saying about Revolution Medicines, Inc.
2 funds in our archive have pitched Revolution Medicines, Inc. — most recently Baron Health Care Fund in June 2026.
Revolution Medicines, Inc. is a precision oncology firm operating in the clinical development stage, dedicated to creating innovative treatments that target novel pathways crucial for RAS-driven cancers. Its pipeline includes several promising drug candidates: RMC-4630, an SHP2 inhibitor, is currently undergoing Phase 1/2 clinical trials for various solid tumors, such as gynecological and colorectal cancers. The company's portfolio also features RMC-5845, a selective inhibitor designed to target SOS1, a protein responsible for activating RAS within cells, and RMC-5552, a highly selective inhibitor for hyperactive mTORC1 signaling found in cancerous cells. Further expanding its therapeutic arsenal, Revolution Medicines is advancing RMC-6291, which selectively inhibits mutated forms of KRASG12C(ON) and NRASG12C(ON). Another promising compound, RMC-6236, specifically targets and inhibits a range of active RAS(ON) variants. Its research efforts also encompass other active RAS inhibitors aimed at KRASG13C(ON) and KRASG12D(ON) mutations. Revolution Medicines has established a collaborative partnership with Sanofi to research and develop SHP2 inhibitors, a collaboration that includes the development of RMC-4630. Established in 2014, Revolution Medicines, Inc. operates from its corporate headquarters situated in Redwood City, California.
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Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in Revolution Medicines, Inc. — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedBaron Health Care FundJune 2026
“We added to our position in Revolution Medicines, Inc. , a biotechnology company developing medicines to treat cancers driven by rat sarcoma (RAS) mutations.”
Read the letterRevolution Medicines, Inc.
Fund coverage · 2 theses
- Baron Health Care FundJune 2026
Revolution Medicines develops RAS-targeted cancer drugs, with breakthrough pancreatic data and potential for rapid adoption and large peak sales.
Read the full thesis - Aristotle Large Cap GrowthDecember 2025
Revolution Medicines is an oncology developer with a promising RAS(ON) inhibitor showing strong efficacy and potential accelerated approval, implying significant long-term value.
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