Darwin Global Management, Ltd.
Top Portfolio Positions
6 positions ·
$6,774,439,408 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| INSM |
INSMED Inc
Healthcare
|
33,610,368 | $5,495,967,374 | 81.13% | |
| BLTE |
Belite Bio, Inc
Healthcare
|
3,057,412 | $487,473,769 | 7.20% | |
| ABVX |
Abivax S.A.
Healthcare
|
3,468,657 | $386,234,956 | 5.70% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,211,018 | $215,021,500 | 3.17% | |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
6,797,300 | $188,285,210 | 2.78% | |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
17,357 | $1,456,599 | 0.02% |
Portfolio Trend
19 quarters · across all stocks
Holdings in ABVX
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,234,956 | 3,468,657 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $428,636,752 | 3,178,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $268,666,134 | 3,164,501 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||