Darwin Global Management, Ltd.: ROIVANT SCIENCES LTD (ROIV): Quarterly 13F Position History
As of Q2 2026, Darwin Global Management, Ltd. reported 6,747,300 shares of ROIVANT SCIENCES LTD (ROIV), worth $234.3M and representing 6.2% of its 13F equity book. Quarter-over-quarter share count change: 50,000 (-0.7%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 6,747,300Shares Held (Latest Filing)
- $234.3MReported Market Value (Latest Filing)
- 6.2%Portfolio Weight (% of 13F Equity Book)
- 50,000Quarter-over-Quarter Share Change
- +$54.8MQuarter-over-Quarter Value Change
- 6,797,300Peak Reported Shares (Historical)
Recent initiation: Darwin Global Management, Ltd. first reported ROIV on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 6,747,300 | 50,000 | -0.7% | $234.3M | 6.2% | $34.7 |
| Q1 2026 | 6,797,300 | – | – | $179.5M | 4.8% | $26.4 |
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 ROIV position in 13F-HR filings?
Darwin Global Management, Ltd. first reported ROIVANT SCIENCES LTD (ROIV) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Darwin Global Management, Ltd.'s most recent quarter-over-quarter share-count change in ROIV?
Between Q1 2026 and Q2 2026, Darwin Global Management, Ltd. reduced its ROIV position by 50,000 shares (-0.7%), leaving 6,747,300 shares at a market value of $234.3M.
Does the implied price-per-share represent Darwin Global Management, Ltd.'s cost basis in ROIV?
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.