Darwin Global Management, Ltd.

Est. AUM

$3.77B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INSMED INC	COM PAR $.01	$2.58B	16805184	68.33%	SOLE
2	BELITE BIO INC	SPONSORED ADS	$456.1M	3057412	12.10%	SOLE
3	ABIVAX SA	SPONSORED ADS	$352.1M	3468657	9.34%	SOLE
4	REVOLUTION MEDICINES INC	COM	$205.0M	2211018	5.44%	SOLE
5	ROIVANT SCIENCES LTD	SHS	$179.5M	6797300	4.76%	SOLE
6	DIANTHUS THERAPEUTICS INC	COM	$1.5M	17357	0.04%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.