Darwin Global Management, Ltd. — 13F Holdings & Portfolio
CIK 1839209 · latest 13F-HR filed 2026-05-15
Darwin Global Management, Ltd. manages $3.77B in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are INSM (68.33%), BLTE (12.10%), ABVX (9.34%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 0, and trimmed 3.
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.
$3.77B
Long-equity book
6
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −3 / ↑0 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- REVOLUTION MEDICINES INC$205.0M
- ROIVANT SCIENCES LTD$179.5M
- DIANTHUS THERAPEUTICS INC$1.5M
Exited Positions
- CIDARA THERAPEUTICS INC$220.2M
- WAVE LIFE SCIENCES LTD$125.2M
- CAPRICOR THERAPEUTICS INC$23.2M
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 | INSMED INC | INSM | 457669307 | $2.58B | 68.33% | 16,805,184 | SH |
| 2 | BELITE BIO INC | BLTE | 07782B104 | $456.1M | 12.10% | 3,057,412 | SH |
| 3 | ABIVAX SA | ABVX | 00370M103 | $352.1M | 9.34% | 3,468,657 | SH |
| 4 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $205.0M | 5.44% | 2,211,018 | SH |
| 5 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $179.5M | 4.76% | 6,797,300 | SH |
| 6 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $1.5M | 0.04% | 17,357 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |