Q1 2026 · 13F-HR
Darwin Global Management, Ltd.holdings as filed
Filed 2026-05-15 · accession 0001892688-26-000087
$3.77B
Reported value
6
Positions
2026-03-31
Period end
The Brief · Darwin Global Management, Ltd. · Q1 2026
AI · grounded in 13F
Darwin Global Management, Ltd. exited its position in CDTX for a reduction of $220.2M. The fund established new positions in RVMD and ROIV, investing $205M and $179.5M respectively. Other activity included closing out positions in WVE and CAPR while trimming its holding in INSM by 19.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $2.58B | 68.3% | 16,805,184 | Common | SOLE |
| 07782B104 | BLTE | BELITE BIO INC | $456.1M | 12.1% | 3,057,412 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $352.1M | 9.34% | 3,468,657 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $205.0M | 5.44% | 2,211,018 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $179.5M | 4.76% | 6,797,300 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $1.5M | 0.04% | 17,357 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.