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DARWIN GLOBAL MANAGEMENT, LTD. 13F portfolio summary

DARWIN GLOBAL MANAGEMENT, LTD. of DARWIN GLOBAL MANAGEMENT, LTD. has 5 current stock holdings with a reported portfolio value of $3.76B. The portfolio 1 year return is +32.34%. Top holdings include RVMD (54.45%), INSM (17.91%), ABVX (9.26%), ROIV (6.23%).

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DARWIN GLOBAL MANAGEMENT, LTD.

DARWIN GLOBAL MANAGEMENT, LTD.
Latest 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 230 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
+32.34%
#0/1000
3 Year
+89.80%
#0/1000
5 Year
+262.65%
#0/1000

Portfolio Value

$3.76B

Alpha Score

136.7

#0 of 1000

Holdings

5

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5 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RVMD
REVOLUTION MEDICINES INC
54.45%$168.55$209.46+24.27%
Added
+380.77%
INSM
INSMED INC
17.91%$83.07$125.77+51.40%
Trimmed
-61.73%
ABVX
ABIVAX SA
9.26%$89.25$114.95+28.80%
Added
+4.41%
ROIV
ROIVANT SCIENCES LTD
6.23%$27.70$36.30+31.05%
Trimmed
-0.74%