Arkolith/Funds/Revelation Capital Management, LLC

Revelation Capital Management, LLC

CIK 1801811
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Revelation Capital Management, LLC holds a concentrated book of 2 stocks worth $109.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Omada Health Inc. Their largest long position is Omada Health Inc at 97% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Health Care
100%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

No buys this quarter.

Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Revelation Capital Management, LLC

Manager / fundShared namesTheir $ in those
FMR LLC2 / 2$41.4M
BlackRock, Inc.2 / 2$25.3M
VANGUARD CAPITAL MANAGEMENT LLC2 / 2$24.1M
MORGAN STANLEY2 / 2$18.5M
GEODE CAPITAL MANAGEMENT, LLC2 / 2$16.5M
STATE STREET CORP2 / 2$15.0M
MILLENNIUM MANAGEMENT LLC2 / 2$14.7M
RENAISSANCE TECHNOLOGIES LLC2 / 2$5.4M

Ranked by how many of Revelation Capital Management, LLC's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Omada Health Inc
COM
$106.6M4.86M
97.3%
−6.7%
Reduced · −350K sh
2Artiva Biotherapeutics Inc
COM
$2.9M299.3K
2.7%
Held
Showing all 2 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 20262$109.5M13F-HR
Q1 2026Mar 31, 2026May 15, 20262$67.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20262$83.5M13F-HR
Q3 2022Sep 30, 2022Nov 7, 20223$4.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.