Institutional
Darwin Global Management, Ltd.
CIK 0001839209
$3.77B
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INSM | INSMED INC | $103.08 | -1.01% | -3.85% | 272.72% | $2.58B | 68.33% | — | HELD |
| 2 | BLTE | BELITE BIO INC | $152.44 | -2.25% | 137.29% | 931.42% | $456.1M | 12.10% | — | HELD |
| 3 | ABVX | ABIVAX SA | $118.84 | -4.34% | 72.67% | 1123.94% | $352.1M | 9.34% | — | HELD |
| 4 | RVMD | REVOLUTION MEDICINES INC | $180.92 | -1.60% | 393.91% | 521.93% | $205.0M | 5.44% | — | HELD |
| 5 | ROIV | ROIVANT SCIENCES LTD | $32.87 | -2.87% | 196.20% | 236.68% | $179.5M | 4.76% | — | HELD |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $104.09 | 2.44% | 405.54% | 1.65% | $1.5M | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001892688-26-000087. 13F discloses long positions only — shorts, foreign equities, and options are excluded.