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Farallon funds disclose 13.6M-share RVMD stake in Schedule 13G/A filing

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Farallon Capital Management, L.L.C. and affiliated investment funds report beneficial ownership in Revolution Medicines, Inc. common stock. The Farallon Funds hold 13,550,796 Shares and 120,085 Common Stock Purchase Warrants, which are treated as exercisable within 60 days, resulting in beneficial ownership of 13,564,149 Shares, or 6.4% of the outstanding common stock. The Warrants are subject to a 9.99% Beneficial Ownership Limitation, which currently does not restrict exercise. Dividends and sale proceeds are payable to the Farallon Funds, while Farallon Capital Management and certain managing members share voting and dispositive power over the reported securities.

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Beneficially owned shares 13,564,149 Shares Aggregate beneficial ownership reported by the Reporting Persons
Percent of class 6.4% Percentage of Revolution Medicines common stock beneficially owned
Shares held directly 13,550,796 Shares Common stock held by the Farallon Funds
Common Stock Purchase Warrants 120,085 Warrants Warrants held by the Farallon Funds
Warrant share ratio 0.1112 Share per Warrant Each Warrant exercisable to purchase 0.1112 Share
Beneficial Ownership Limitation 9.99% Cap on beneficial ownership after Warrant exercise
Beneficial Ownership Limitation regulatory
"The terms of the Warrants provide that Warrants may not be exercised to the extent that..."
A beneficial ownership limitation is a rule that caps the percentage of a company’s shares an investor can be treated as owning or controlling for voting, regulatory or tax purposes. It matters to investors because it can restrict how many shares a person or group can buy or vote, affect takeover chances, and influence share liquidity and value — like a speed limit that prevents any single driver from taking over the whole road.
Common Stock Purchase Warrants financial
"the Farallon Funds hold an aggregate of: (i) 13,550,796 Shares; and (ii) 120,085 Common Stock Purchase Warrants..."
Common stock purchase warrants are tradable instruments that give the holder the right to buy a company’s common shares at a set price before a specified date, like a coupon that lets you purchase stock later at a fixed rate. They matter to investors because they offer a way to gain future upside if the stock rises, but when exercised they increase the number of shares outstanding and can reduce existing shareholders’ ownership and earnings per share.
beneficially owned regulatory
"the Reporting Persons would beneficially own, as determined in accordance with Section 13(d)..."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
investment manager financial
"Farallon Capital Management, L.L.C., a Delaware limited liability company (the "Investment Manager"), which is the investment manager..."
Schedule 13G regulatory
"Joint Acquisition Statement Pursuant to Section 240.13d-1(k)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What percentage of Revolution Medicines (RVMD) does Farallon beneficially own?

Farallon and its affiliated funds report beneficial ownership of 13,564,149 Shares of Revolution Medicines common stock, representing 6.4% of the outstanding Shares, based on Schedule 13G/A disclosure for the date of the reportable event.

How many Revolution Medicines (RVMD) shares and warrants do the Farallon Funds hold?

The Farallon Funds hold 13,550,796 Shares of Revolution Medicines common stock and 120,085 Common Stock Purchase Warrants, each Warrant exercisable to purchase 0.1112 Share, all treated as exercisable within 60 days for beneficial ownership purposes.

What is the Beneficial Ownership Limitation on Farallon’s RVMD warrants?

The Warrants held by the Farallon Funds include a 9.99% Beneficial Ownership Limitation, meaning exercises cannot cause beneficial ownership to exceed 9.99% of outstanding Shares; as of the reporting date, this limitation does not restrict exercising any Warrants.

Who are the reporting persons in the Farallon Schedule 13G/A for RVMD?

The reporting persons are Farallon Capital Management, L.L.C. as investment manager and multiple individual managing members, including Joshua J. Dapice, Philip D. Dreyfuss, and others, who share voting and dispositive power over the reported RVMD securities.

Who receives dividends and sale proceeds from Farallon’s RVMD holdings?

The filing states that the Farallon Funds have the right to receive dividends from, and the proceeds from the sale of, the Revolution Medicines securities that are beneficially owned by the reporting persons under the Schedule 13G/A.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





76155X100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




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Farallon Capital Management, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member
Date:08/13/2026
Farallon Capital Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/13/2026
Farallon Capital Institutional Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/13/2026
Farallon Capital Institutional Partners II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/13/2026
Farallon Capital Institutional Partners III, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/13/2026
Four Crossings Institutional Partners V, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager of its General Partner
Date:08/13/2026
Farallon Capital Offshore Investors II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/13/2026
Farallon Capital (AM) Investors, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member of its General Partner
Date:08/13/2026
Farallon Capital F5 Master I, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager of its General Partner
Date:08/13/2026
Farallon Healthcare Partners Master, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager of its General Partner
Date:08/13/2026
Farallon Partners, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Managing Member
Date:08/13/2026
Farallon Institutional (GP) V, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager
Date:08/13/2026
Farallon F5 (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager
Date:08/13/2026
Farallon Healthcare Partners (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Manager
Date:08/13/2026
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:08/13/2026
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Husen, Avner A.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Attorney-In-Fact
Date:08/13/2026

Comments accompanying signature: Each of Farallon Partners, L.L.C., Farallon Institutional (GP) V, L.L.C., Farallon F5 (GP), L.L.C, and Farallon Healthcare Partners (GP), L.L.C. has executed this statement in Mill Valley, California, on behalf of itself and each fund for which it is the general partner.
Exhibit Information

Exhibit 1. Joint Acquisition Statement Pursuant to Section 240.13d-1(k)