# Darwin Global Management, Ltd.: Form 13F holdings

An institutional investment manager in ST. HELIER. SEC CIK 1839209.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.76bn
- Positions: 5 (5 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1839209/000189268826000126/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $2.05bn | 54.5% | 10,629,822 |  | Added +8,418,804 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $673.6m | 17.9% | 6,431,163 |  | Reduced −10,374,021 |
| [BELITE BIO INC (BLTE)](/companies/blte.md) | SPONSORED ADS | $456.6m | 12.1% | 3,077,219 |  | Added +19,807 |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $348.2m | 9.3% | 3,621,583 |  | Added +152,926 |
| ROIVANT SCIENCES LTD | SHS | $234.3m | 6.2% | 6,747,300 |  | Reduced −50,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [DIANTHUS THERAPEUTICS INC (DNTH)](/companies/dnth.md) | COM | $0 | 0.0% | 0 |  | Sold out −17,357 |

Source: SEC EDGAR, Form 13F-HR, accession 0001892688-26-000126. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.