StockDriftsStockDriftsTop 5 Darwin Global Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | 54.45% | 10.63M | $2.05B | +380.77%(+8.42M) | $129.27(+57.58%) | 2026-06-30 | |
| INSM | INSMED INC | 17.91% | 6.43M | $673.6M | -61.73%(-10.37M) | $75.00(+64.99%) | 2026-06-30 | |
| BLTE | BELITE BIO INC | 12.14% | 3.08M | $456.6M | +0.65%(+19.81K) | $117.62(+38.42%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 9.26% | 3.62M | $348.2M | +4.41%(+152.93K) | $55.68(+113.65%) | 2026-06-30 | |
| ROIV | ROIVANT SCIENCES LTD | 6.23% | 6.75M | $234.3M | -0.74%(-50.00K) | $24.70(+46.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.43% | +1.29% | -0.59% | -2.92% |
| Top 20 Holdings Unweighted | -18.41% | -45.69% | -18.30% | -63.61% |
Darwin Global Management LTD reports $3.76B in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are RVMD (54.5%), INSM (17.9%) and BLTE (12.1%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +1.29% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Darwin Global Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1839209). View Darwin Global Management LTD’s 13F filings on SEC