本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Darwin Global Management, Ltd. (CIK 1839209) reported $3.76B across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RVMD ($2.05B, 54.45%), INSM ($673.6M, 17.91%), BLTE ($456.6M, 12.14%), ABVX ($348.2M, 9.26%), ROIV ($234.3M, 6.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $2.05B | 54.45% | 10.6M | Added |
| 2 | INSM | INSMED INC | $673.6M | 17.91% | 6.4M | Trimmed |
| 3 | BLTE | BELITE BIO INC | $456.6M | 12.14% | 3.1M | Added |
| 4 | ABVX | ABIVAX SA | $348.2M | 9.26% | 3.6M | Added |
| 5 | ROIV | ROIVANT SCIENCES LTD | $234.3M | 6.23% | 6.7M | Trimmed |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30