Darwin Global Management, Ltd. — ABIVAX S.A. ABVX: Quarterly 13F Position History
Darwin Global Management, Ltd. has reported ABIVAX S.A. (ABVX) on 3 13F-HR filings in Pactolio's tracked window, first appearing in Q3 2025. As of Q1 2026, the position is sized at 3,468,657 shares ($352.1M market value, 9.34% of the equity book). Quarter-over-quarter share count change: + 290,156 (+9.1%) .
- 3,468,657Shares Held (Latest Filing)
- $352.1MReported Market Value (Latest Filing)
- 9.34%Portfolio Weight (% of 13F Equity Book)
- +290,156Quarter-over-Quarter Share Change
- -$87.6MQuarter-over-Quarter Value Change
- 3,468,657Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,468,657 | +290,156 | +9.1% | $352.1M | 9.34% | $101.50 |
| Q4 2025 | 3,178,501 | +14,000 | +0.4% | $439.7M | 8.90% | $138.34 |
| Q3 2025 | 3,164,501 | — | — | $263.7M | 7.33% | $83.33 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Darwin Global Management, Ltd. first disclose a ABVX position in 13F-HR filings?
Darwin Global Management, Ltd. first reported ABIVAX S.A. (ABVX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Darwin Global Management, Ltd.'s most recent quarter-over-quarter share-count change in ABVX?
Between Q4 2025 and Q1 2026, Darwin Global Management, Ltd. added 290,156 shares of ABVX (+9.1%), bringing the total reported position to 3,468,657 shares at a market value of $352.1M.
Does the implied price-per-share represent Darwin Global Management, Ltd.'s cost basis in ABVX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.