Institutional
Darwin Global Management, Ltd.
CIK 0001839209
$3.77B
Reported AUM
6
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Darwin Global Management, Ltd. · Q1 2026
AI · grounded in 13F
Darwin Global Management, Ltd. exited its position in CDTX for a reduction of $220.2M. The fund established new positions in RVMD and ROIV, investing $205M and $179.5M respectively. Other activity included closing out positions in WVE and CAPR while trimming its holding in INSM by 19.7%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | INSM | INSMED INC | $2.58B | 68.33% | -4,128,093 | -19.7% |
| 2 | BLTE | BELITE BIO INC | $456.1M | 12.10% | +29,708 | +1.0% |
| 3 | ABVX | ABIVAX SA | $352.1M | 9.34% | +290,156 | +9.1% |
| 4 | RVMD | REVOLUTION MEDICINES INC | $205.0M | 5.44% | +2,211,018 | NEW |
| 5 | ROIV | ROIVANT SCIENCES LTD | $179.5M | 4.76% | +6,797,300 | NEW |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $1.5M | 0.04% | +17,357 | NEW |
| 7 | CDTX | CIDARA THERAPEUTICS INC | — | — | -997,196 | EXITED |
| 8 | WVE | WAVE LIFE SCIENCES LTD | — | — | -7,298,421 | EXITED |
| 9 | CAPR | CAPRICOR THERAPEUTICS INC | — | — | -800,000 | EXITED |
Source: SEC EDGAR · accession 0001892688-26-000087. 13F discloses long positions only — shorts, foreign equities, and options are excluded.