Darwin Global Management
ST. HELIER, Y9files as Darwin Global Management, Ltd.
$3.8bn in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 50.5% of the portfolio this quarter.
Value
$3.8bn
Stocks
5
Top 10 share
100.0%
Turnover
50.5%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Revolution MedicinesRVMD54.5% of the fund+381%
- Abivax SAABVX9.3% of the fund+4%
Cut
Sold some of their stake.
- InsmedINSM17.9% of the fund-62%
Sold out
Sold their entire stake.
Holdings
- Belite BIOBLTE
- Share
- 12.1%
- Value
- $457m
- Shares
- 3,077,219
Held
- Abivax SAABVX
- Share
- 9.3%
- Value
- $348m
- Shares
- 3,621,583
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Revolution MedicinesRVMD | 54.5% | $2.0bn | 10,629,822 | +381% |
| InsmedINSM | 17.9% | $674m | 6,431,163 | -62% |
| Belite BIOBLTE | 12.1% | $457m | 3,077,219 | Held |
| Abivax SAABVX | 9.3% | $348m | 3,621,583 | +4% |
| Roivant SciencesROIV | 6.2% | $234m | 6,747,300 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 57.8% since 30 June 2025.
Where the money is
Health care78.6%
Other21.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.