Darwin Global Management, Ltd.

Q1 2026 13F-HR Holdings

Location
St. Helier, Y9
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
6
Total value ($000)
$3,770,701
Net value change ($000)
-1,168,719 (-23.7%)
New positions
3
Sold out positions
3
Turnover %
20.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RVMD 204,983 NEW
ROIV 179,517 NEW
DNTH 1,457 NEW
Top Reduces (Value $000, Stocks/ETFs)
INSM -1,067,703 -29.3%
CDTX -220,181 -100.0%
WAVE LIFE SCIENCES LTD -125,168 -100.0%
ABVX -87,645 -19.9%
BLTE -30,810 -6.3%
CAPR -23,168 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type