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Farallon group updates 7.5% Revolution Medicines (RVMD) ownership

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Revolution Medicines, Inc. received an Amendment No. 3 to a Schedule 13G from a group of Farallon-managed funds and related entities reporting a sizable passive ownership position in its common stock.

The Farallon funds report beneficial ownership of an aggregate 14,582,796 Shares of common stock, plus 120,085 Common Stock Purchase Warrants, each exercisable to purchase 0.1112 Share, subject to a 9.99% Beneficial Ownership Limitation. Based on the cover pages, several Farallon entities and individual reporting persons each report beneficial ownership of approximately 7.5% of the class, with Farallon Partners, L.L.C. reporting 7.4%.

The filing also updates who is deemed to beneficially own these holdings. Effective January 1, 2026, Avner A. Husen became a member or manager of the Farallon general partner entities and may be deemed a beneficial owner of the Farallon funds’ Shares and Warrants. Effective December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased those roles and may no longer be deemed beneficial owners.

The reporting persons certify the securities were acquired and are held without the purpose or effect of changing or influencing control of Revolution Medicines, other than activities solely in connection with a nomination under the stated SEC rule.

Positive

  • None.

Negative

  • None.





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 Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital Institutional Partners, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital Institutional Partners II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital Institutional Partners III, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Four Crossings Institutional Partners V, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/09/2026
Farallon Capital Offshore Investors II, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital (AM) Investors, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member of its General Partner
Date:02/09/2026
Farallon Capital F5 Master I, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/09/2026
Farallon Healthcare Partners Master, L.P.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager of its General Partner
Date:02/09/2026
Farallon Partners, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Managing Member
Date:02/09/2026
Farallon Institutional (GP) V, L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/09/2026
Farallon F5 (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/09/2026
Farallon Healthcare Partners (GP), L.L.C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, Manager
Date:02/09/2026
Dapice Joshua J.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Dreyfuss, Philip D.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Dunn Hannah E.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn
Date:02/09/2026
Fried, Richard B
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Gehani, Varun N.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Giauque, Nicolas
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Husen, Avner A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Kim, David T.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Linn, Michael G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Luo Patrick (Cheng)
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Patel, Rajiv A.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Roberts, Jr., Thomas G.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Saito Edric C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Seybold, William
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Short Daniel S.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Spokes, Andrew J. M.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Warren, John R.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Wehrly, Mark C.
Signature:/s/ Hannah E. Dunn
Name/Title:Hannah E. Dunn, as attorney-in-fact
Date:02/09/2026
Exhibit Information

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

FAQ

What ownership did Farallon report in Revolution Medicines (RVMD)?

Farallon-managed funds reported beneficial ownership of 14,582,796 shares of Revolution Medicines common stock, plus 120,085 common stock purchase warrants. Several Farallon entities and individuals each report beneficial ownership of about 7.5% of the outstanding common stock based on the filing.

How do the Farallon warrants on Revolution Medicines (RVMD) shares work?

The Farallon funds hold 120,085 Common Stock Purchase Warrants, each exercisable to buy 0.1112 share of Revolution Medicines common stock. The warrants include a 9.99% Beneficial Ownership Limitation, preventing exercise if it would push the reporting persons’ ownership above that level.

Did Farallon indicate any intent to influence control of Revolution Medicines (RVMD)?

The reporting persons certified the securities were not acquired and are not held to change or influence control of Revolution Medicines. They also state the holdings are not connected with any control-related transaction, other than potential activities tied to a specific SEC nomination rule.

What management changes at Farallon affect RVMD beneficial ownership reporting?

Effective January 1, 2026, Avner A. Husen became a member or manager of key Farallon general partner entities and may be deemed a beneficial owner of the funds’ Revolution Medicines holdings. Effective December 31, 2025, Richard B. Fried, Rajiv A. Patel and William Seybold ceased those roles.

Which Farallon entities are listed as RVMD beneficial owners in this amendment?

The filing lists multiple Farallon funds, including Farallon Capital Partners, L.P., Farallon Capital Institutional Partners funds, Farallon Capital Offshore Investors II, L.P., Farallon Capital F5 Master I, L.P. and Farallon Healthcare Partners Master, L.P., along with their general partners and individual managers.

Why was this Schedule 13G/A Amendment No. 3 for Revolution Medicines (RVMD) filed?

The amendment updates beneficial ownership information for Farallon-managed funds in Revolution Medicines and reflects changes in the group of individual reporting persons. It records Husen’s addition as a deemed beneficial owner and the departure of Fried, Patel and Seybold from roles tied to beneficial ownership.
Revolution Medicines, Inc.

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18.85B
186.21M
2.01%
104.33%
8.84%
Biotechnology
Biological Products, (no Disgnostic Substances)
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United States
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