Darwin Global Management, Ltd. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Darwin Global Management, Ltd. disclosed 5 US equity positions worth $3.8bn in its Q2 2026 13F filing. The largest position was RVMD at 54.5% of the reported book, followed by INSM and BLTE. Against the Q1 2026 filing, it opened 0 new positions, added to 3 and reduced 2 among the top 5 holdings.
What did Darwin Global Management, Ltd. own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.