Institutional Fund
Darwin Global Management, Ltd.
St. Helier, JerseyCIK 18392095 filings on record
Portfolio Value
$3.77B
Q1 2026
Holdings
6
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-23.7%
from $4.94B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Insmed Inc68.3%
- Belite Bio Inc12.1%
- Abivax SA9.3%
- Revolution Medicines Inc5.4%
- Roivant Sciences Ltd4.8%
- Dianthus Therapeutics Inc0.0%
Portfolio Holdings
6 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc | 16.81M | $2.58B | 68.3% | −4.13M | Reduced |
| 2 | Belite Bio Inc | 3.06M | $456.10M | 12.1% | +29.7K | Added |
| 3 | Abivax SA | 3.47M | $352.07M | 9.3% | +290.2K | Added |
| 4 | Revolution Medicines Inc | 2.21M | $204.98M | 5.4% | +2.21M | New |
| 5 | Roivant Sciences Ltd | 6.80M | $179.52M | 4.8% | +6.80M | New |
| 6 | Dianthus Therapeutics Inc | 17.4K | $1.46M | 0.0% | +17.4K | New |