2026 Q2 Portfolio Activity
In 2026 Q2, Darwin Global Management, Ltd. maintained a portfolio of 6 distinct positions. They heavily accumulated shares in REVOLUTION MEDICINES INC, increasing the position by 380.8%. The fund also reduced its exposure to INSMED INC by 61.7%.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
RVMD (54.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Darwin Global Management, Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 54.45% | 5.44% |
#1
3
Prev: #4
|
9.0 |
—
|
8,418,804 | 380.8% |
P
S
|
10,629,822 | $2,047,516,314 |
$168.55
+27.2%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
INSM
INSMED INC
|
Healthcare | 17.91% | 68.33% |
#2
1
Prev: #1
|
5.5 |
—
|
-10,374,021 | -61.7% |
P
S
|
6,431,163 | $673,600,013 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLTE
BELITE BIO INC
|
Healthcare | 12.14% | 12.10% |
#3
1
Prev: #2
|
5.5 |
—
|
19,807 | 0.6% |
P
S
|
3,077,219 | $456,588,244 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 9.26% | 9.34% |
#4
1
Prev: #3
|
4.7 |
—
|
152,926 | 4.4% |
P
S
|
3,621,583 | $348,215,205 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 6.23% | 4.76% |
#5
Prev: #5
|
3.5 |
—
|
-50,000 | -0.7% |
P
S
|
6,747,300 | $234,333,729 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 0.00% | 0.04% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-17,357 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-6 of 6 holdings