Darwin Global Management, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Darwin Global Management, Ltd. disclosed 5 stock positions valued at approximately $3.76B as of quarter-end June 30, 2026. The largest holdings include REVOLUTION MEDICINES INC, INSMED INC, and BELITE BIO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $3.76B
Holdings by Sector
Darwin Global Management, Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 54.45% | 10,629,822 | +8,418,804 | +380.77% | $2,047,516,314 |
| INSMED INC | INSM | Healthcare | 17.91% | 6,431,163 | -10,374,021 | -61.73% | $673,600,013 |
| BELITE BIO INC | BLTE | Healthcare | 12.14% | 3,077,219 | +19,807 | +0.65% | $456,588,244 |
| ABIVAX SA | ABVX | Healthcare | 9.26% | 3,621,583 | +152,926 | +4.41% | $348,215,205 |
| ROIVANT SCIENCES LTD | ROIV | Healthcare | 6.23% | 6,747,300 | -50,000 | -0.74% | $234,333,729 |
Showing 5 of 5 holdings in the latest reporting period.