Filed: 11/14/2024ACC: 0001892688-24-000146
📋 What this filing means
DARWIN GLOBAL MANAGEMENT, LTD. filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$1.23B
Total AUM (reported)
37.34M
Total Shares
Allocation by class
COM PAR $.01$766.30M62.3%
COM$463.48M37.7%
Portfolio Concentration
Top 3$1.12B90.9%
4–10$112.24M9.1%
Top 3 weight
90.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 37.34M
Sole
Full voting authority
37.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
INSMED INC
SOLEShares10.50M
TypeSH
Market value$766.30M
62.31%
Sole
10.50M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares2.20M
TypeSH
Market value$251.19M
20.43%
Sole
2.20M
Shared
0.00
None
0.00
GERON CORP
SOLEShares22.04M
TypeSH
Market value$100.06M
8.14%
Sole
22.04M
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares1.52M
TypeSH
Market value$88.48M
7.20%
Sole
1.52M
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS INC
SOLEShares1.08M
TypeSH
Market value$23.76M
1.93%
Sole
1.08M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 10.50M | SH | $766.30M 62.31% | 10.50M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 2.20M | SH | $251.19M 20.43% | 2.20M | 0.00 | 0.00 |
GERON CORPSOLE | COM | 22.04M | SH | $100.06M 8.14% | 22.04M | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 1.52M | SH | $88.48M 7.20% | 1.52M | 0.00 | 0.00 |
SUMMIT THERAPEUTICS INCSOLE | COM | 1.08M | SH | $23.76M 1.93% | 1.08M | 0.00 | 0.00 |