Revolution Medicines, Inc.

• PI Parnassus Investments Parnassus Growth Equity Fund | Investment Commentary - 3Q 2026 ↗ Parnassus Growth Equity Fund retained all core positions, selling only spun-off Mobility Global shares, while maintaining an underweight in semiconductors and no Energy exposure. The portfolio favors health-care innovators and AI-infrastructure beneficiaries such as GE Vernova and Comfort Systems USA, while remaining selective amid elevated valuations, oil prices and interest rates. 3Q26 FIX $37BGEV $241BNTRA $53B +4

All coverage of RVMD →