Investor
Darwin Global Management, Ltd.
CIK 0001839209 · filed 2026-05-15 · SEC filing
13F book
$3.77B
Positions
6
3 new · 3 sold
Largest name
68.3%
Insmed Inc · INSM
Est. mark
−$501.4M
Price effect on 3 names still held. Flow −$667.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Insmed Inc | INSM | 16.8M | $2.58B | 68.3% | −$349M | Cut−$1.07B |
| Belite Bio, Inc | BLTE | 3.06M | $456.1M | 12.1% | −$35.2M | Added−$30.8M |
| Abivax Sa | — | 3.47M | $352.1M | 9.3% | −$117.1M | Added−$87.6M |
| Revolution Medicines Inc | — | 2.21M | $205M | 5.4% | — | New |
| Roivant Sciences Ltd. | ROIV | 6.8M | $179.5M | 4.8% | — | New |
| Dianthus Therapeutics Inc | — | 17.4K | $1.46M | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.