Darwin Global Management, Ltd. Portfolio Stock Holdings
Darwin Global Management, Ltd. disclosed 6 stock positions valued at approximately $3.8 billion in its latest SEC 13F filing. The largest holdings include INSMED INC, BELITE BIO INC, and ABIVAX SA. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 6
- Portfolio Value
- $3.8B
Holdings by Sector
Darwin Global Management, Ltd. Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INSMED INC | INSM | Healthcare | 68.33% | 16,805,184 | -4,128,093 | -19.72% | $2,576,570,811 |
| BELITE BIO INC | BLTE | Healthcare | 12.10% | 3,057,412 | +29,708 | +0.98% | $456,104,722 |
| ABIVAX SA | ABVX | Healthcare | 9.34% | 3,468,657 | +290,156 | +9.13% | $352,068,686 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 5.44% | 2,211,018 | +2,211,018 | +100.00% | $204,983,479 |
| ROIVANT SCIENCES LTD | G76279101 | Other | 4.76% | 6,797,300 | +6,797,300 | +100.00% | $179,516,693 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 0.04% | 17,357 | +17,357 | +100.00% | $1,456,599 |