Darwin Global Management, Ltd.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1839209) · Explore on the interactive board
Darwin Global Management, Ltd. disclosed 5 US equity positions worth $3.8bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is RVMD at 54.5% of the reported book, followed by INSM, BLTE. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 3, reduced 2 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Darwin Global Management, Ltd. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 3 added, 2 reduced, 1 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | RVMD REVOLUTION MEDICINES INC | Healthcare | 54.5% | $2.0bn | 10,629,822 | 381% | added |
| 2 | INSM INSMED INC | Healthcare | 17.9% | $673.6m | 6,431,163 | -62% | reduced |
| 3 | BLTE BELITE BIO INC | Healthcare | 12.1% | $456.6m | 3,077,219 | 1% | added |
| 4 | ABVX ABIVAX SA | Healthcare | 9.3% | $348.2m | 3,621,583 | 4% | added |
| 5 | ROIV ROIVANT SCIENCES LTD | Healthcare | 6.2% | $234.3m | 6,747,300 | -1% | reduced |
What did Darwin Global Management, Ltd. sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| DNTH DIANTHUS THERAPEUTICS INC | 100.0% | $1.5m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 100.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Darwin Global Management, Ltd.'s portfolio?
Across every quarter Darwin Global Management, Ltd. has filed, its median largest position is 61.4% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 5.0 positions are still open and their final length is unknown.