Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 5
- −1 vs. Q1 2026
- Portfolio value
- $3.76B
- −$10.4M (−0.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 10,629,822 | $2.05B | 54.5% | +8,418,804+380.8% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 6,431,163 | $673.6M | 17.9% | −10,374,021−61.7% | Reduced | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 3,077,219 | $456.6M | 12.1% | +19,807+0.6% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 3,621,583 | $348.2M | 9.3% | +152,926+4.4% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 6,747,300 | $234.3M | 6.2% | −50,000−0.7% | Reduced | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.