Darwin Global Management, Ltd. reported 4 positions worth $3.41B for the quarter ended Jun 30, 2026, down 0.2% on the prior quarter. It opened 0 new positions, added to 2, trimmed 2 and exited 1. Its largest holding is Revolution Medicines, Inc. at 60% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DNTH Dianthus Therapeutics, Inc. | -17.4K | $1.46M | 0.043% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines, Inc. | Healthcare | 10.63M | $2.05B | 60.01% | +8.42M | +380.8% | Added | 4.96% |
| 2 | INSM INSMED Inc | Healthcare | 6.43M | $673.60M | 19.74% | -10.37M | -61.7% | Reduced | 2.95% |
| 3 | BLTE Belite Bio, Inc | Healthcare | 3.08M | $456.59M | 13.38% | +19.8K | +0.6% | Added | 9.18% |
| 4 | ROIV Roivant Sciences Ltd. | Healthcare | 6.75M | $234.33M | 6.87% | -50.0K | -0.7% | Reduced | 0.93% |
Tip. Select a row to see that position’s full history at Darwin Global Management.
As of its Q2 2026 13F filing, Darwin Global Management, Ltd.’s five largest positions were Revolution Medicines, Inc. (RVMD) at 60.0%, INSMED Inc (INSM) at 19.7%, Belite Bio, Inc (BLTE) at 13.4%, Roivant Sciences Ltd. (ROIV) at 6.9% of the reported portfolio.
Darwin Global Management, Ltd. reported a 13F portfolio worth $3.41B across 4 positions for Q2 2026. That is down 0.2% from the previous quarter.
Its largest purchases by value were Revolution Medicines, Inc. ($1.62B), Belite Bio, Inc ($2.94M). It opened 0 new positions.
Its largest sales by value were INSMED Inc ($1.09B), Roivant Sciences Ltd. ($1.74M), Dianthus Therapeutics, Inc. ($1.46M). It exited 1 positions entirely.
From the Form 13F-HR reports Darwin Global Management, Ltd. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.