Darwin Global Management, Ltd.
Top Portfolio Positions
6 positions ·
$4,026,455,721 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| INSM |
INSMED Inc
Healthcare
|
16,805,184 | $2,747,983,687 | 68.25% |
| BLTE |
Belite Bio, Inc
Healthcare
|
3,057,412 | $487,473,769 | 12.11% |
| ABVX |
Abivax S.A.
Healthcare
|
3,468,657 | $386,234,956 | 9.59% |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
2,211,018 | $215,021,500 | 5.34% |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
6,797,300 | $188,285,210 | 4.68% |
| DNTH |
Dianthus Therapeutics, Inc. /DE/
Healthcare
|
17,357 | $1,456,599 | 0.04% |
Portfolio Trend
Holdings in BLTE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $487,473,769 | 3,057,412 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $484,311,531 | 3,027,704 | Shares | Sole | 2026-02-17 | |
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