Darwin Global Management, Ltd.: ABIVAX SA (ABVX): Quarterly 13F Position History
As of Q2 2026, Darwin Global Management, Ltd. reported 3,621,583 shares of ABIVAX SA (ABVX), worth $348.2M and representing 9.3% of its 13F equity book. Quarter-over-quarter share count change: + 152,926 (+4.4%) . The position first appeared in Q3 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 3,621,583Shares Held (Latest Filing)
- $348.2MReported Market Value (Latest Filing)
- 9.3%Portfolio Weight (% of 13F Equity Book)
- +152,926Quarter-over-Quarter Share Change
- -$3.9MQuarter-over-Quarter Value Change
- 3,621,583Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,621,583 | +152,926 | +4.4% | $348.2M | 9.3% | $96.2 |
| Q1 2026 | 3,468,657 | +290,156 | +9.1% | $352.1M | 9.3% | $101.5 |
| Q4 2025 | 3,178,501 | +14,000 | +0.4% | $439.7M | 8.9% | $138.3 |
| Q3 2025 | 3,164,501 | – | – | $263.7M | 7.3% | $83.3 |
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 rather than 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 SA (ABVX) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 4 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 Q1 2026 and Q2 2026, Darwin Global Management, Ltd. added 152,926 shares of ABVX (+4.4%), bringing the total reported position to 3,621,583 shares at a market value of $348.2M.
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.