Filed: 5/15/2026ACC: 0001892688-26-000087
📋 What this filing means
DARWIN GLOBAL MANAGEMENT, LTD. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $3.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$3.77B
Total AUM (reported)
32.36M
Total Shares
Allocation by class
COM PAR $.01$2.58B68.3%
SPONSORED ADS$808.17M21.4%
COM$206.44M5.5%
SHS$179.52M4.8%
Portfolio Concentration
Top 3$3.38B89.8%
4–10$385.96M10.2%
Top 3 weight
89.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 32.36M
Sole
Full voting authority
32.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
INSMED INC
SOLEShares16.81M
TypeSH
Market value$2.58B
68.33%
Sole
16.81M
Shared
0.00
None
0.00
BELITE BIO INC
SOLEShares3.06M
TypeSH
Market value$456.10M
12.10%
Sole
3.06M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares3.47M
TypeSH
Market value$352.07M
9.34%
Sole
3.47M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares2.21M
TypeSH
Market value$204.98M
5.44%
Sole
2.21M
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares6.80M
TypeSH
Market value$179.52M
4.76%
Sole
6.80M
Shared
0.00
None
0.00
DIANTHUS THERAPEUTICS INC
SOLEShares17.36K
TypeSH
Market value$1.46M
0.04%
Sole
17.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 16.81M | SH | $2.58B 68.33% | 16.81M | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 3.06M | SH | $456.10M 12.10% | 3.06M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 3.47M | SH | $352.07M 9.34% | 3.47M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 2.21M | SH | $204.98M 5.44% | 2.21M | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 6.80M | SH | $179.52M 4.76% | 6.80M | 0.00 | 0.00 |
DIANTHUS THERAPEUTICS INCSOLE | COM | 17.36K | SH | $1.46M 0.04% | 17.36K | 0.00 | 0.00 |