Darwin Global Management, Ltd.

ST. HELIER, Y9 · CIK 1839209 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2021 · corporation

Private funds2 (2 hedge) · $5.3bn gross assets
Main officeSt. Helier, Channel Islands
Form ADV · 2026-03-30SEC adviser record

Legal entityDARWIN GLOBAL MANAGEMENT LIMITED (JE)

$3.8bn reported value -0.3% vs Q1 2026

5positions

100.0%in top 10

0 new 3 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REVOLUTION MEDICINES INC COM RVMD	RVMD	10,629,822	$2.0bn54.45%	54.45%	Added +8.4m	+8,418,804 380.8%
2	INSMED INC COM PAR $.01 INSM	INSM	6,431,163	$673.6m17.91%	17.91%	Reduced -10.4m	-10,374,021 -61.7%
3	BELITE BIO INC SPONSORED ADS BLTE	BLTE	3,077,219	$456.6m12.14%	12.14%	Added +19.8k	+19,807 0.7%
4	ABIVAX SA SPONSORED ADS ABVX	ABVX	3,621,583	$348.2m9.26%	9.26%	Added +152.9k	+152,926 4.4%
5	ROIVANT SCIENCES LTD SHS ROIV	ROIV	6,747,300	$234.3m6.23%	6.23%	Reduced -50.0k	-50,000 -0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DIANTHUS THERAPEUTICS INC DNTH	DNTH	17,357	$1.5m17.4k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
BELITE BIO INC BLTE · 13G · filed 2026-02-17	BLTE	8.1%	+1.1 pts	13G	2026-02-17
GENMAB A/S GMAB · 13G · filed 2026-10-05	GMAB	5.9%	new	13G	2026-10-05