Darwin Global Management, Ltd.

CIK

1839209

Location

ST. HELIER, Y9

Portfolio Value

Mid $3,871,688,327

Diversification

Highly concentrated

Filing Date

Global Rank

#1,059 / 8,794 ▼ 184 · as of Jun 2026

Top Industry

Biotechnology 100.0%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

21 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

5 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

51.4%

−16.8 pts

Top 5

100.0%

+0.0 pts

Top 10

100.0%

0.0 pts

HHI

3,301

Highly concentrated−1,646

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$3,871,688,327	5

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
RVMD	Revolution Medicines, Inc.	+8,418,804	10,629,822	$1,990,753,064
ABVX	Abivax S.A.	+152,926	3,621,583	$482,612,150
BLTE	Belite Bio, Inc	+19,807	3,077,219	$473,845,567
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
INSM	INSMED Inc	−10,374,021	6,431,163	$685,690,599
ROIV	Roivant Sciences Ltd.	−50,000	6,747,300	$238,786,947
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DNTH	Dianthus Therapeutics, Inc. /DE/	17,357	$1,456,599
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 tracked positions · $3,871,688,327 total · filing declares 5 positions · $3,760,253,505 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RVMD	Revolution Medicines, Inc. Healthcare	Added	10,629,822	+8,418,804	$1,990,753,064	+825.8%	51.42%
INSM	INSMED Inc Healthcare	Reduced	6,431,163	-10,374,021	$685,690,599	−75.0%	17.71%
ABVX	Abivax S.A. Healthcare	Added	3,621,583	+152,926	$482,612,150	+25.0%	12.47%
BLTE	Belite Bio, Inc Healthcare	Added	3,077,219	+19,807	$473,845,567	−2.8%	12.24%
ROIV	Roivant Sciences Ltd. Healthcare	Reduced	6,747,300	-50,000	$238,786,947	+26.8%	6.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.