Darwin Global Management, Ltd. — 13F Holdings & Portfolio
CIK 1839209 · latest 13F-HR filed 2026-08-14
Darwin Global Management, Ltd. manages $3.76B in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RVMD (54.45%), INSM (17.91%), BLTE (12.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 2, and trimmed 1.
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.
$3.76B
Long-equity book
5
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −1 / ↑2 / ↓1
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- REVOLUTION MEDICINES INC$1.84B +898.9%
- ROIVANT SCIENCES LTD$54.8M +30.5%
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).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $2.05B | 54.45% | 10,629,822 | SH |
| 2 | INSMED INC | INSM | 457669307 | $673.6M | 17.91% | 6,431,163 | SH |
| 3 | BELITE BIO INC | BLTE | 07782B104 | $456.6M | 12.14% | 3,077,219 | SH |
| 4 | ABIVAX SA | ABVX | 00370M103 | $348.2M | 9.26% | 3,621,583 | SH |
| 5 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $234.3M | 6.23% | 6,747,300 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $3.76B | 5 | 0001892688-26-000126 |
| 2026-03-31 | 2026-05-15 | $3.77B | 6 | 0001892688-26-000087 |
| 2025-12-31 | 2026-02-17 | $4.94B | 6 | 0001892688-26-000041 |
| 2025-09-30 | 2025-11-14 | $3.60B | 5 | 0001892688-25-000196 |
DON STREET
ST. HELIER, Y9 JE2 4TR