Revelation Capital Management, LLC — 13F Holdings & Portfolio
CIK 1801811 · latest 13F-HR filed 2026-08-14
Revelation Capital Management, LLC manages $109.5M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are OMDA (97.35%), ARTV (2.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$109.5M
Long-equity book
Holdings
2
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+0 / −0 / ↑2 / ↓0
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated May 13, 2026.
Assets Under Management
$2.32B
Discretionary
$2.32B
Employees
18
Accounts
7
Address
300 TURNEY STREET
2ND FLOOR
SAUSALITO, CA 94965
2ND FLOOR
SAUSALITO, CA 94965
Phone
(415) 636-5420
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BOGGS, MICHAEL, HUFF Control | MANAGING PARTNER since Jan 2016 | Less than 5% | Individual |
| GANGWAL, PRASHANT, NMN Control | PARTNER & CHIEF FINANCIAL OFFICER since May 2026 | Less than 5% | Individual |
| HALSTED, SCOTT, SPENCER Control | MANAGING PARTNER since Dec 2013 | Less than 5% | Individual |
| REVELATION TOPCO, LP Control | MEMBER since Sep 2024 | 75% or more | Domestic Entity |
| STALEY, ELIZABETH, ANN Control | PARTNER & CHIEF COMPLIANCE OFFICER since Mar 2018 | Less than 5% | Individual |
| BOGGS, MICHAEL, HUFF Control Indirect owner via REVELATION PARTNERS, LLC | MANAGING MEMBER since Dec 2014 | 50–75% | Individual |
| BOGGS, MICHAEL, HUFF Control Indirect owner via REVELATION GP, LLC | MANAGING PARTNER AND MEMBER since Sep 2024 | 50–75% | Individual |
| HALSTED, SCOTT, SPENCER Control Indirect owner via REVELATION PARTNERS, LLC | MANAGING MEMBER since Mar 2013 | 50–75% | Individual |
| HALSTED, SCOTT, SPENCER Control Indirect owner via REVELATION GP, LLC | MANAGING PARTNER AND MEMBER since Sep 2024 | 50–75% | Individual |
| REVELATION GP, LLC Control Indirect owner via REVELATION TOPCO, LP | GENERAL PARTNER since Sep 2024 | General partner, trustee or manager | Domestic Entity |
| REVELATION PARTNERS, LLC Control Indirect owner via REVELATION TOPCO, LP | LIMITED PARTNER since Sep 2024 | 50–75% | Domestic Entity |
| KUDU INVESTMENT HOLDINGS, LLC Indirect owner via KUDU INVESTMENT US, LLC | SOLE MEMBER since Dec 2019 | 75% or more | Domestic Entity |
| KUDU INVESTMENT MANAGEMENT, LLC Indirect owner via KUDU INVESTMENT HOLDINGS, LLC | PARENT COMPANY since Dec 2019 | 75% or more | Domestic Entity |
| KUDU INVESTMENT US, LLC Indirect owner via REVELATION TOPCO, LP | LIMITED PARTNER since Oct 2024 | 25–50% | Domestic Entity |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. Indirect owner via WM HINSON (BERMUDA) LTD. | SHAREHOLDER since Oct 2020 | 75% or more | Foreign Entity |
| WM HINSON (BERMUDA) LTD. Indirect owner via WM INTERNATIONAL HOLDINGS LTD. | SHAREHOLDER since Jan 2023 | 75% or more | Foreign Entity |
| WM INTERNATIONAL HOLDINGS LTD. Indirect owner via WM REGENT LTD. | SHAREHOLDER since Oct 2020 | 75% or more | Foreign Entity |
| WM REGENT LTD. Indirect owner via KUDU INVESTMENT MANAGEMENT, LLC | MEMBER since Oct 2020 | 75% or more | Foreign Entity |
Ownership & leadership changes · 13 filings with changes since Apr 11, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
May 13, 2026 filing
- No longer listedOLSON, ANDREW, JORDAN · PARTNER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER · Less than 5% · control person · listed since Nov 2023
- AddedGANGWAL, PRASHANT, NMN · PARTNER & CHIEF FINANCIAL OFFICER · Less than 5% · control person
Oct 22, 2024 filing
- No longer listedREVELATION PARTNERS, LLC · MEMBER · 75% or more · control person · listed since Oct 2013
- AddedBOGGS, MICHAEL, HUFF · MANAGING PARTNER AND MEMBER · 50–75% · indirect via REVELATION GP, LLC · control person
- AddedHALSTED, SCOTT, SPENCER · MANAGING PARTNER AND MEMBER · 50–75% · indirect via REVELATION GP, LLC · control person
- AddedKUDU INVESTMENT HOLDINGS, LLC · SOLE MEMBER · 75% or more · indirect via KUDU INVESTMENT US, LLC
- AddedKUDU INVESTMENT MANAGEMENT, LLC · PARENT COMPANY · 75% or more · indirect via KUDU INVESTMENT HOLDINGS, LLC
- AddedKUDU INVESTMENT US, LLC · LIMITED PARTNER · 25–50% · indirect via REVELATION TOPCO, LP
- AddedREVELATION GP, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via REVELATION TOPCO, LP · control person
- AddedREVELATION PARTNERS, LLC · LIMITED PARTNER · 50–75% · indirect via REVELATION TOPCO, LP · control person
- AddedREVELATION TOPCO, LP · MEMBER · 75% or more · control person
- AddedWHITE MOUNTAINS INSURANCE GROUP, LTD. · SHAREHOLDER · 75% or more · indirect via WM HINSON (BERMUDA) LTD.
- AddedWM HINSON (BERMUDA) LTD. · SHAREHOLDER · 75% or more · indirect via WM INTERNATIONAL HOLDINGS LTD.
- AddedWM INTERNATIONAL HOLDINGS LTD. · SHAREHOLDER · 75% or more · indirect via WM REGENT LTD.
- AddedWM REGENT LTD. · MEMBER · 75% or more · indirect via KUDU INVESTMENT MANAGEMENT, LLC
Nov 22, 2023 filing
- AddedOLSON, ANDREW, JORDAN · PARTNER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER · Less than 5% · control person
- ChangedBOGGS, MICHAEL, HUFF · title MANAGING PARTNER, CO-CHIEF OPERATIONS OFFICER → MANAGING PARTNER
- ChangedBOGGS, MICHAEL, HUFF · indirect via REVELATION PARTNERS, LLC: ownership General partner, trustee or manager → 50–75%
- ChangedHALSTED, SCOTT, SPENCER · title MANAGING PARTNER, CO-CHIEF OPERATIONS OFFICER → MANAGING PARTNER
Mar 31, 2023 filing
- ChangedBOGGS, MICHAEL, HUFF · title MANAGING PARTNER → MANAGING PARTNER, CO-CHIEF OPERATIONS OFFICER
- ChangedHALSTED, SCOTT, SPENCER · title MANAGING PARTNER, CHIEF OPERATING OFFICER → MANAGING PARTNER, CO-CHIEF OPERATIONS OFFICER
- ChangedSTALEY, ELIZABETH, ANN · title CHIEF COMPLIANCE OFFICER → PARTNER & CHIEF COMPLIANCE OFFICER
Oct 5, 2022 filing
- No longer listedSCOTT, ZACK · MANAGING MEMBER · 25–50% · indirect via REVELATION PARTNERS, LLC · control person · listed since Mar 2013
Aug 22, 2022 filing
- No longer listedSCOTT, ZACK · MANAGING PARTNER · Less than 5% · control person · listed since Dec 2013
Jul 18, 2019 filing
- No longer listedKIEGER (US) LTD. · MEMBER · 25–50% · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC · control person · listed since Jun 2014
- No longer listedKIEGER AG · MEMBER · 75% or more · indirect via KIEGER (US) LTD. · control person · listed since Jun 2014
- No longer listedLEERINK KIEGER CAPITAL PARTNERS LLC · MEMBER · 25–50% · control person · listed since Jun 2014
- No longer listedSVB FINANCIAL GROUP · MEMBER · 75% or more · indirect via SVB LEERINK CAPITAL LLC · control person · listed since Jan 2019
- No longer listedSVB LEERINK CAPITAL LLC · MEMBER · 50–75% · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC · control person · listed since Jun 2014
- No longer listedSVB LEERINK HOLDINGS LLC · MEMBER · 75% or more · indirect via SVB LEERINK CAPITAL LLC · control person · listed since Oct 2013
- AddedBOGGS, MICHAEL, HUFF · MANAGING MEMBER · General partner, trustee or manager · indirect via REVELATION PARTNERS, LLC · control person
- ChangedHALSTED, SCOTT, SPENCER · title MANAGING PARTNER, MEMBER OF THE BOARD OF MANAGERS, CHIEF OPERATING OFFICER → MANAGING PARTNER, CHIEF OPERATING OFFICER
- ChangedHALSTED, SCOTT, SPENCER · indirect via REVELATION PARTNERS, LLC: ownership 25–50% → 50–75%
- ChangedREVELATION PARTNERS, LLC · ownership 50–75% → 75% or more
- ChangedSCOTT, ZACK · title MANAGING PARTNER, MEMBER OF THE BOARD OF MANAGERS → MANAGING PARTNER
Mar 29, 2019 filing
- No longer listedBROWN, KEVIN, MICHAEL · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Oct 2015
- No longer listedGERHOLD, TIMOTHY, ALBERT GEORGE · GENERAL COUNSEL, MEMBER OF THE BOARD OF MANAGERS · Less than 5% · control person · listed since Dec 2013
Jan 31, 2019 filing
- No longer listedLEERINK CAPITAL PARTNERS LLC · MEMBER · 50–75% · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC · control person · listed since Jun 2014
- No longer listedLEERINK HOLDINGS LLC · MEMBER · 75% or more · indirect via LEERINK CAPITAL PARTNERS LLC · control person · listed since Oct 2013
- No longer listedLEERINK SWANN MASSACHUSETTS BUSINESS TRUST · MEMBER · 50–75% · indirect via LEERINK HOLDINGS LLC · control person · listed since Oct 2013
- No longer listedLEERINK, JEFFREY, ALAN · HOLDER OF BENEFICIAL INTEREST · 25–50% · indirect via LEERINK SWANN MASSACHUSETTS BUSINESS TRUST · control person · listed since Oct 2013
- AddedSVB FINANCIAL GROUP · MEMBER · 75% or more · indirect via SVB LEERINK CAPITAL LLC · control person
- AddedSVB LEERINK CAPITAL LLC · MEMBER · 50–75% · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC · control person
- AddedSVB LEERINK HOLDINGS LLC · MEMBER · 75% or more · indirect via SVB LEERINK CAPITAL LLC · control person
Mar 29, 2018 filing
- No longer listedANDERSON, J, ERIC · CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE · Less than 5% · control person · listed since Mar 2014
- AddedSTALEY, ELIZABETH, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (4 more filings)
Mar 30, 2016 filing
- No longer listedNAHIRNY, JAMES, JACOB · MEMBER OF THE BOARD OF MANAGERS · Less than 5% · control person · listed since Dec 2013
- AddedBOGGS, MICHAEL, HUFF · MANAGING PARTNER · Less than 5% · control person
- AddedBROWN, KEVIN, MICHAEL · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedGERHOLD, TIMOTHY, ALBERT GEORGE · GENERAL COUNSEL, MEMBER OF THE BOARD OF MANAGERS · Less than 5% · control person
- ChangedHALSTED, SCOTT, SPENCER · indirect via REVELATION PARTNERS, LLC: ownership 50–75% → 25–50%
- ChangedKIEGER (US) LTD. · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC: ownership 50–75% → 25–50%
- ChangedSCOTT, ZACK · indirect via REVELATION PARTNERS, LLC: ownership 50–75% → 25–50%
Jul 14, 2015 filing
- No longer listedLEERINK CAPITAL PARTNERS LLC · MEMBER · 25–50% · control person · listed since Oct 2013
- AddedKIEGER (US) LTD. · MEMBER · 50–75% · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC · control person
- AddedKIEGER AG · MEMBER · 75% or more · indirect via KIEGER (US) LTD. · control person
- AddedLEERINK CAPITAL PARTNERS LLC · MEMBER · 50–75% · indirect via LEERINK KIEGER CAPITAL PARTNERS LLC · control person
- AddedLEERINK KIEGER CAPITAL PARTNERS LLC · MEMBER · 25–50% · control person
- ChangedSCOTT, ZACK · title MANAGING PARTNER, MEMBER OF THE BOIARD OF MANAGERS → MANAGING PARTNER, MEMBER OF THE BOARD OF MANAGERS
Mar 6, 2015 filing
- ChangedHALSTED, SCOTT, SPENCER · title MANAGING PARTNER, MANAGER → MANAGING PARTNER, MEMBER OF THE BOARD OF MANAGERS, CHIEF OPERATING OFFICER
- ChangedNAHIRNY, JAMES, JACOB · title MANAGER → MEMBER OF THE BOARD OF MANAGERS
- ChangedSCOTT, ZACK · title MANAGING PARTNER, MANAGER → MANAGING PARTNER, MEMBER OF THE BOIARD OF MANAGERS
Apr 11, 2014 filing (earliest on record)
- ListedANDERSON, J, ERIC · CHIEF COMPLIANCE OFFICER, DIRECTOR OF COMPLIANCE · Less than 5% · control person
- ListedHALSTED, SCOTT, SPENCER · MANAGING PARTNER, MANAGER · Less than 5% · control person
- ListedHALSTED, SCOTT, SPENCER · MANAGING MEMBER · 50–75% · indirect via REVELATION PARTNERS, LLC · control person
- ListedLEERINK CAPITAL PARTNERS LLC · MEMBER · 25–50% · control person
- ListedLEERINK HOLDINGS LLC · MEMBER · 75% or more · indirect via LEERINK CAPITAL PARTNERS LLC · control person
- ListedLEERINK SWANN MASSACHUSETTS BUSINESS TRUST · MEMBER · 50–75% · indirect via LEERINK HOLDINGS LLC · control person
- ListedLEERINK, JEFFREY, ALAN · HOLDER OF BENEFICIAL INTEREST · 25–50% · indirect via LEERINK SWANN MASSACHUSETTS BUSINESS TRUST · control person
- ListedNAHIRNY, JAMES, JACOB · MANAGER · Less than 5% · control person
- ListedREVELATION PARTNERS, LLC · MEMBER · 50–75% · control person
- ListedSCOTT, ZACK · MANAGING PARTNER, MANAGER · Less than 5% · control person
- ListedSCOTT, ZACK · MANAGING MEMBER · 50–75% · indirect via REVELATION PARTNERS, LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- OMADA HEALTH INC$41.2M +62.9%
- ARTIVA BIOTHERAPEUTICS INC$975.8K +50.6%
Revelation Capital Management, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $109.5M | 2 | 0001104659-26-096219 |
| 2026-03-31 | 2026-05-15 | $67.4M | 2 | 0001104659-26-061587 |
| 2025-12-31 | 2026-02-17 | $83.5M | 2 | 0001104659-26-015812 |
| 2022-09-30 | 2022-11-07 | $4.3M | 3 | 0000950123-22-010986 |
Filer Information
Address
300 TURNEY STREETSAUSALITO, CA 94965
Phone
(415) 905-7226
Filing Manager
Revelation Capital Management, LLC
SAUSALITO, CA
Signatory
Michael Boggs
Managing Partner