Darwin Global Management, Ltd.
Darwin Global Management, Ltd. reported 5 US-listed holdings worth $3.76 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Revolution Medicines, Inc. (54.5%), Insmed Inc. (17.9%) and Belite Bio Inc. (12.1%). Against the quarter before, it opened 0 positions, added to 3, trimmed 2 and sold out of 1.
Reported holdings$3.76B-0.3% on Q1 2026
Positions5-1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toTrimmed
The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 3Trimmed 2Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 3
- Revolution Medicines, Inc. RVMD+8.4 million shares · +381%
- Abivax SA ABVX+152,926 shares · +4%
- Belite Bio Inc. BLTE+19,807 shares · +1%
Trimmed 2
- Insmed Inc. INSM-10.4 million shares · -62%
- Roivant Sciences Ltd. ROIV-50,000 shares · -1%
Sold out of 1
- Dianthus Therapeutics Inc. DNTH$1.5 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Revolution Medicines, Inc. RVMD | 10,629,822 | $2.05 billion | 54.45% | +8,418,804 |
| Insmed Inc. INSM | 6,431,163 | $673.6 million | 17.91% | -10,374,021 |
| Belite Bio Inc. BLTE | 3,077,219 | $456.6 million | 12.14% | +19,807 |
| Abivax SA ABVX | 3,621,583 | $348.2 million | 9.26% | +152,926 |
| Roivant Sciences Ltd. ROIV | 6,747,300 | $234.3 million | 6.23% | -50,000 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.