Filed: 8/14/2026ACC: 0001892688-26-000126
📋 What this filing means
DARWIN GLOBAL MANAGEMENT, LTD. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $3.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$3.76B
Total AUM (reported)
30.51M
Total Shares
Allocation by class
COM$2.05B54.5%
SPONSORED ADS$804.80M21.4%
COM PAR $.01$673.60M17.9%
SHS$234.33M6.2%
Portfolio Concentration
Top 3$3.18B84.5%
4–10$582.55M15.5%
Top 3 weight
84.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 30.51M
Sole
Full voting authority
30.51M
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)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
REVOLUTION MEDICINES INC
SOLEShares10.63M
TypeSH
Market value$2.05B
54.45%
Sole
10.63M
Shared
0.00
None
0.00
INSMED INC
SOLEShares6.43M
TypeSH
Market value$673.60M
17.91%
Sole
6.43M
Shared
0.00
None
0.00
BELITE BIO INC
SOLEShares3.08M
TypeSH
Market value$456.59M
12.14%
Sole
3.08M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares3.62M
TypeSH
Market value$348.22M
9.26%
Sole
3.62M
Shared
0.00
None
0.00
ROIVANT SCIENCES LTD
SOLEShares6.75M
TypeSH
Market value$234.33M
6.23%
Sole
6.75M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REVOLUTION MEDICINES INCSOLE | COM | 10.63M | SH | $2.05B 54.45% | 10.63M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 6.43M | SH | $673.60M 17.91% | 6.43M | 0.00 | 0.00 |
BELITE BIO INCSOLE | SPONSORED ADS | 3.08M | SH | $456.59M 12.14% | 3.08M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 3.62M | SH | $348.22M 9.26% | 3.62M | 0.00 | 0.00 |
ROIVANT SCIENCES LTDSOLE | SHS | 6.75M | SH | $234.33M 6.23% | 6.75M | 0.00 | 0.00 |