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 $3.8B. In the most recent quarter, they have increased their positions in INSM (+16.8M shares, valued at $2.6B), BLTE (+3.1M shares, valued at $456.1M), ABVX (+3.5M shares, valued at $352.1M); initiated new positions in INSM (+16.8M shares, valued at $2.6B), BLTE (+3.1M shares, valued at $456.1M), ABVX (+3.5M shares, valued at $352.1M).


1M P&L
-745.1M-19.79%
3M P&L
-659.2M-17.92%
HY P&L
-1.6B-34.42%

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

1Biotechnology3.8B
100.0%

Top Industries by Stock Count

1Biotechnology6 stocks
100.0%
Stock Holdings
INSM
INSMED INC
New
Shares16.8M
Event2026-03-31
Filed2026-05-15
BLTE
BELITE BIO INC
New
Shares3.1M
Event2026-03-31
Filed2026-05-15
ABVX
ABIVAX SA
New
Shares3.5M
Event2026-03-31
Filed2026-05-15
RVMD
REVOLUTION MEDICINES INC
New
Shares2.2M
Event2026-03-31
Filed2026-05-15
ROIV
ROIVANT SCIENCES LTD
New
Shares6.8M
Event2026-03-31
Filed2026-05-15
DNTH
DIANTHUS THERAPEUTICS INC
New
Shares17.4K
Event2026-03-31
Filed2026-05-15

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