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
Q2 		$457M Buy
3,077,219
+19,807
+0.6% +$3.04M 12.14% 3
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 $5.34B AUM 380.18% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Darwin Global Management's BLTE Position: Q2 2026 in Review

Darwin Global Management increased its Belite Bio (BLTE) stake by 0.65% in Q2 2026, buying an estimated $3.04M and bringing the position to 3,077,219 shares worth $457M. The position accounts for 12.14% of the portfolio, ranked #3.

Darwin Global Management first reported a position in BLTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $487M in Q4 2025. 81 funds tracked by Wall St. Rank hold BLTE as of Q2 2026.

  • Darwin Global Management held 3,077,219 shares of Belite Bio worth $457M as of Q2 2026.
  • Darwin Global Management bought 19,807 Belite Bio shares in Q2 2026, an estimated $3.04M.
  • Belite Bio made up 12.14% of Darwin Global Management's portfolio in Q2 2026, its #3 holding.
  • Darwin Global Management first reported a position in Belite Bio in Q4 2025 and has held it in 3 quarters since.
  • Darwin Global Management's Belite Bio position peaked at $487M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Belite Bio as of Q2 2026.

Based on Darwin Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.