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Darwin Global Management, Ltd.

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13F filer, CIK 1839209, ST. HELIER, Jersey

Darwin Global Management, Ltd. reported $3,770,700,990 across 6 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000087

Period
2026-03-31
Reported value
$3.77B
Holdings
6
Top 10 weight
100%
New
3
Sold out
3

Part of the filer group Darwin Global Management, Ltd.

  • Darwin Global Master Fund, Ltd.
  • Dr. Abhishek Trehan
How groups are built

Stakes and trades reported after 2026-03-31

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • GMAB GENMAB A/S: 13G 3,668,310 shares, 5.9% of the class, 13G filed 2026-10-05, 0000902664-26-004067Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RVMDnew+2,211,018$205M
ROIVnew+6,797,300$180M
ABVXadded+290,156$29.5M
BLTEadded+29,708$4.43M
DNTHnew+17,357$1.46M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
INSMreduced-4,128,093-$633M
CDTXexited-997,196-$220M
WVEexited-7,298,421-$125M
CAPRexited-800,000-$23.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001892688-26-000087, largest first. % of portfolio is the value over $3,770,700,990, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,497,277 shares; 2024Q4: 12,960,538 shares; 2025Q1: 15,397,975 shares; 2025Q2: 19,344,621 shares; 2025Q3: 20,457,445 shares; 2025Q4: 20,933,277 shares; 2026Q1: 16,805,184 shares 16,805,184$2.58B68.33%-4,128,093Timeline
BLTEBELITE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,027,704 shares; 2026Q1: 3,057,412 shares 3,057,412$456M12.1%+29,708Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,164,501 shares; 2025Q4: 3,178,501 shares; 2026Q1: 3,468,657 shares 3,468,657$352M9.34%+290,156Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,211,018 shares 2,211,018$205M5.44%newTimeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,797,300 shares 6,797,300$180M4.76%newTimeline
DNTHDIANTHUS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,357 shares 17,357$1.46M0.04%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CDTXCIDARA THERAPEUTICS INC997,196$220Mshares
WVEWAVE LIFE SCIENCES LTD7,298,421$125Mshares
CAPRCAPRICOR THERAPEUTICS INC800,000$23.2Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-26-000087 base2026-05-15acceptance time not in the bulk data set