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DARWIN GLOBAL MANAGEMENT, LTD. 13F Portfolio
DARWIN GLOBAL MANAGEMENT, LTD.
Latest SEC 13F filing: 2026-06-30
DARWIN GLOBAL MANAGEMENT, LTD. runs DARWIN GLOBAL MANAGEMENT, LTD. and currently holds 5 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $3.76B. Their top holdings are RVMD, INSM, ABVX, ROIV. The top five represent 87.9% of reported portfolio weight. DARWIN GLOBAL MANAGEMENT, LTD. ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 2 positions. Their current best-performing preview position is RVMD with returns of +97.11%.
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Top 5 Holdings
RVMD54.5%
INSM17.9%
ABVX9.3%
ROIV6.2%
Top 5: 87.9%
Portfolio Returns
1 Year
+33.07%
#0/10003 Year
+90.85%
#0/10005 Year
+264.65%
#0/1000Portfolio Value
$3.76B
Alpha Score
138.0
#0 of 1000
Holdings
5
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DARWIN GLOBAL MANAGEMENT, LTD. Current 13F Holdings
Reported holdings from DARWIN GLOBAL MANAGEMENT, LTD.'s latest SEC 13F filing, ranked by portfolio weight.
5 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RVMD REVOLUTION MEDICINES INC | 54.45% | $168.55 | $189.76 | +12.58% | Added +380.77% |
 INSM INSMED INC | 17.91% | $83.07 | $100.60 | +21.10% | Trimmed -61.73% |
 ABVX ABIVAX SA | 9.26% | $89.25 | $88.15 | -1.23% | Added +4.41% |
 ROIV ROIVANT SCIENCES LTD | 6.23% | $27.70 | $35.44 | +27.94% | Trimmed -0.74% |