Darwin Global Management, Ltd. holds a concentrated book of 6 stocks worth $3.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Revolution Medicines Inc and trimmed Insmed Inc. Their largest long position is Insmed Inc at 68% of the equity book.
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Use Arkolith to show Darwin Global Management, Ltd.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Insmed Inc COM PAR $.01 | $2.6B | 16.81M | 68.3% | ▼−20% Reduced · −4.1M sh | |
| 2 | Belite Bio Inc SPONSORED ADS | $456.1M | 3.06M | 12.1% | ▲+1.0% Added · +30K sh | |
| 3 | Abivax Sa SPONSORED ADS | $352.1M | 3.47M | 9.3% | ▲+9.1% Added · +290K sh | |
| 4 | Revolution Medicines Inc COM | $205.0M | 2.21M | 5.4% | ▲New New position | |
| 5 | Roivant Sciences Ltd SHS | $179.5M | 6.80M | 4.8% | ▲New New position | |
| 6 | Dianthus Therapeutics Inc COM | $1.5M | 17.4K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 6 | $3.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 6 | $4.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 5 | $3.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 5 | $2.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 3 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 6 | $1.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 5 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 9 | $859.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 12 | $751.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 8 | $509.5M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 3 | $284.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 3 | $611.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 4 | $365.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 4 | $160.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 2 | $66.4M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 1 | $188.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 1 | $110.2M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 13 | $654.6M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 12 | $543.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 12 | $619.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 12 | $510.7M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 12 | $358.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.