Darwin Global Management, Ltd. (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $3,770,700,990 · 6 positions · top-10 100.0%
· SEC filing history →
13FScore 38/100 — cloning their disclosed top holdings over ~4.6y returned -3%/yr vs S&P +10%/yr (alpha -13%/yr), ahead of the market in 44% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
| Issuer | % book | Value | Conviction | Business |
|---|
| $RVMD · REVOLUTION MEDICINES INC | 5.4% | $204,983,479 | Med | |
| ROIVANT SCIENCES LTD | 4.8% | $179,516,693 | Med | Biopharma holding company (vants) |
| $DNTH · DIANTHUS THERAPEUTICS INC | 0.0% | $1,456,599 | Med | Biotech developing complement immune-disease antibodies |
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $IM8N · INSMED INC | 68.3% | Rare-disease and pulmonary therapeutics |
| $BLTE · BELITE BIO INC | 12.1% | Clinical-stage biotech for retinal/metabolic diseases |
| $ABVX · ABIVAX SA | 9.3% | French biotech developing inflammatory disease therapies |
| $RVMD · REVOLUTION MEDICINES INC | 5.4% | |
| ROIVANT SCIENCES LTD | 4.8% | Biopharma holding company (vants) |
| $DNTH · DIANTHUS THERAPEUTICS INC | 0.0% | Biotech developing complement immune-disease antibodies |