DOSSIER · 13F-HR · Q2 2026
Darwin Global Management, Ltd.
$3.8B in tracked AUM across 5 positions as of Q2 2026.
DG
CIK 0001839209 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Darwin Global Management, Ltd. has undergone a radical transformation in its portfolio composition during the quarter ending September 30, 2025. The firm executed a complete overhaul of its investment strategy, reducing the total portfolio value by approximately 74.6%, from $2.38 billion to $605.08 million. This reduction was not merely a result of market performance but a deliberate strategic pivot evidenced by the liquidation of 100% of previous holdings. The portfolio ...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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