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Darwin Global Management, Ltd.

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

Darwin Global Management, Ltd. reported $3,760,253,505 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-26-000126

Period
2026-06-30
Reported value
$3.76B
Holdings
5
Top 10 weight
100%
New
0
Sold out
1

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 2026-06-30

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
RVMDadded+8,418,804$1.62B
ABVXadded+152,926$14.7M
BLTEadded+19,807$2.94M

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-10,374,021-$1.09B
ROIVreduced-50,000-$1.74M
DNTHexited-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.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001892688-26-000126, largest first. % of portfolio is the value over $3,760,253,505, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,211,018 shares; 2026Q2: 10,629,822 shares 10,629,822$2.05B54.45%+8,418,804Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,431,163 shares 6,431,163$674M17.91%-10,374,021Timeline
BLTEBELITE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,077,219 shares 3,077,219$457M12.14%+19,807Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,621,583 shares 3,621,583$348M9.26%+152,926Timeline
ROIVROIVANT SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,797,300 shares; 2026Q2: 6,747,300 shares 6,747,300$234M6.23%-50,000Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
DNTHDIANTHUS THERAPEUTICS INC17,357$1.46Mshares

How Q2 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 0001892688-26-000126 base2026-08-14acceptance time not in the bulk data set