DGM
BLTE

Darwin Global Management’s Belite Bio BLTE Stock Holding History

Darwin Global Management’s Portfolio BLTE Stock Details BLTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$456M Buy
3,057,412
+29,708
+1% +$5M 12.1% 2
2025
Q4 		$487M Buy
+3,027,704
New +$359M 9.86% 2

Other funds holding BLTE

PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

Darwin Global Management's BLTE Position: Q1 2026 in Review

Darwin Global Management increased its Belite Bio (BLTE) stake by 0.98% in Q1 2026, buying an estimated $5M and bringing the position to 3,057,412 shares worth $456M. The position accounts for 12.1% of the portfolio, ranked #2.

Darwin Global Management first reported a position in BLTE in Q4 2025 and has held it in 2 quarters since. The position peaked at $487M in Q4 2025. 75 funds tracked by Wall St. Rank hold BLTE as of Q1 2026.

  • Darwin Global Management held 3,057,412 shares of Belite Bio worth $456M as of Q1 2026.
  • Darwin Global Management bought 29,708 Belite Bio shares in Q1 2026, an estimated $5M.
  • Belite Bio made up 12.1% of Darwin Global Management's portfolio in Q1 2026, its #2 holding.
  • Darwin Global Management first reported a position in Belite Bio in Q4 2025 and has held it in 2 quarters since.
  • Darwin Global Management's Belite Bio position peaked at $487M in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Belite Bio as of Q1 2026.

Based on Darwin Global Management's 13F filing for Q1 2026, filed 15 May 2026.