Darwin Global Management, Ltd. 13F Holdings · Q2 2026
Darwin Global Management, Ltd. reported 5 securities worth $3.76B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RVMD (54.45%), INSM (17.91%), BLTE (12.14%). Among its top 25 positions this quarter: 3 added, 2 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $2.05B | 54.45% | 10.6M | Added |
| 2 | INSM | INSMED INC | $673.6M | 17.91% | 6.4M | Trimmed |
| 3 | BLTE | BELITE BIO INC | $456.6M | 12.14% | 3.1M | Added |
| 4 | ABVX | ABIVAX SA | $348.2M | 9.26% | 3.6M | Added |
| 5 | ROIV | ROIVANT SCIENCES LTD | $234.3M | 6.23% | 6.7M | Trimmed |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR