The Analysis of Darwin Global Management, Ltd.'s Holdings & P&L


Currently, Darwin Global Management, Ltd. holds 6 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in INSM (+20.9M shares, valued at $3.6B), ABVX (+3.2M shares, valued at $439.7M), N/A (+997.2K shares, valued at $220.2M); initiated new positions in INSM (+20.9M shares, valued at $3.6B), ABVX (+3.2M shares, valued at $439.7M), N/A (+997.2K shares, valued at $220.2M).


1M P&L
+183.1M+4.81%
3M P&L
-350.3M-8.07%
HY P&L
-103.1M-2.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology4.7B
100.0%

Top Industries by Stock Count

1Biotechnology5 stocks
100.0%
Stock Holdings
INSM
INSMED INC
New
Shares20.9M
Event2025-12-31
Filed2026-02-17
BLTE
BELITE BIO INC
15.69%
Shares3.0M
Event2025-12-31
Filed2026-02-17
ABVX
ABIVAX SA
New
Shares3.2M
Event2025-12-31
Filed2026-02-17
CIDARA THERAPEUTICS INC
CIDARA THERAPEUTICS INC
New
Shares997.2K
Event2025-12-31
Filed2026-02-17
WVE
WAVE LIFE SCIENCES LTD
New
Shares7.3M
Event2025-12-31
Filed2026-02-17
CAPR
CAPRICOR THERAPEUTICS INC
New
Shares800.0K
Event2025-12-31
Filed2026-02-17

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Darwin Global Management, Ltd. Institutional Holdings, Portfolio & P&L β€” TradeFomo