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Darwin Global Management, Ltd.

hedge fundUpdated 27 days ago

Managed by Darwin Global Management, Ltd. • Latest filing Q2 2026

Portfolio value
$3.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
157.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$365.6M
Q2 2023$611.7M
Q3 2023$284.2M
Q4 2023$509.5M
Q1 2024$751.2M
Q2 2024$859.5M
Q3 2024$1.2B
Q4 2024$1.1B
Q1 2025$1.5B
Q2 2025$2.4B
Q3 2025$3.6B
Q4 2025$4.9B
Q1 2026$3.8B
Q2 2026$3.8B

Top holdings

5 positions as of Q2 2026

View filing
R

REVOLUTION MEDICINES INC

Value
$2B
Shares
10.63M
% Port
54.45%
I

INSMED INC

Value
$673.6M
Shares
6.43M
% Port
17.91%
B

BELITE BIO INC

Value
$456.6M
Shares
3.08M
% Port
12.14%
A

ABIVAX SA

Value
$348.2M
Shares
3.62M
% Port
9.26%
R

ROIVANT SCIENCES LTD

Value
$234.3M
Shares
6.75M
% Port
6.23%

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