Darwin Global Management, Ltd.

CIK 0001839209 · ST. HELIER, Y9 · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Darwin Global Management, Ltd. reported 5 positions worth $3.76B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RVMD (54.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$3.76B

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

5 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	RVMD	REVOLUTION MEDICINES INC	SH	$2.05B	54.45%	10,629,822	—	—
▸ 2	INSM	INSMED INC	SH	$673.6M	17.91%	6,431,163	—	—
▸ 3	BLTE	BELITE BIO INC	SH	$456.6M	12.14%	3,077,219	—	—
▸ 4	ABVX	ABIVAX SA	SH	$348.2M	9.26%	3,621,583	—	—
▸ 5	ROIV	ROIVANT SCIENCES LTD	SH	$234.3M	6.23%	6,747,300	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Darwin Global Management, Ltd. hold as of Q2 2026?

Darwin Global Management, Ltd. reported 5 positions worth $3.76B in its Q2 2026 13F filing. Largest positions: RVMD (54.5%), INSM (17.9%), BLTE (12.1%), ABVX (9.3%) and ROIV (6.2%).

What did Darwin Global Management, Ltd. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Darwin Global Management, Ltd. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.