Darwin Global Management, Ltd.

Institutional manager·CIK 0001839209
Annual return '25
+140.6%
SPY '25
+17.7%
Alpha
+122.8ptsvs SPY
Invested
$3.8B
Holdings
6
Trades YTD
0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+145%Darwin +140.6%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$INSM
INSMED INC
Held since at least Q1 2024
68.3%
02
$BLTE
BELITE BIO INC
Held since at least Q1 2024
12.1%
03
$ABVX
ABIVAX SA
Held since at least Q1 2024
9.3%
04
$RVMD
REVOLUTION MEDICINES INC
Held since at least Q1 2024
5.4%
05
$ROIV
ROIVANT SCIENCES LTD
Held since at least Q1 2024
4.8%
06
$DNTH
DIANTHUS THERAPEUTICS INC
Held since at least Q1 2024
0.0%
See all 6 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:16 UTC.