Darwin Global Management, Ltd. 13F holdings
Darwin Global Management, Ltd. reported 5 positions with a total reported value of $3.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: RVMD REVOLUTION MEDICINES INC (54.5%), INSM INSMED INC (17.9%), BLTE BELITE BIO INC (12.1%), ABVX ABIVAX SA (9.3%), ROIV ROIVANT SCIENCES LTD (6.2%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
5 largest of 5 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 10,629,822 | $2.0B | 54.5% |
| INSM INSMED INC | 6,431,163 | $673.6M | 17.9% |
| BLTE BELITE BIO INC | 3,077,219 | $456.6M | 12.1% |
| ABVX ABIVAX SA | 3,621,583 | $348.2M | 9.3% |
| ROIV ROIVANT SCIENCES LTD | 6,747,300 | $234.3M | 6.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| DNTH DIANTHUS THERAPEUTICS INC | 17,357 | $1.5M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RVMD REVOLUTION MEDICINES INC | 2,211,018 | 10,629,822 | +380.8% | $2.0B |
| ABVX ABIVAX SA | 3,468,657 | 3,621,583 | +4.4% | $348.2M |
| BLTE BELITE BIO INC | 3,057,412 | 3,077,219 | +0.6% | $456.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| INSM INSMED INC | 16,805,184 | 6,431,163 | -61.7% | $673.6M |
| ROIV ROIVANT SCIENCES LTD | 6,797,300 | 6,747,300 | -0.7% | $234.3M |
CIK 1839209 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
