Filed: 2/14/2025ACC: 0001892688-25-000094
📋 What this filing means
DARWIN GLOBAL MANAGEMENT, LTD. filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $1.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$1.06B
Total AUM (reported)
25.68M
Total Shares
Allocation by class
COM PAR $.01$894.80M84.8%
COM$63.67M6.0%
SHS USD$59.67M5.7%
SPONSORED ADS$37.64M3.6%
Portfolio Concentration
Top 3$992.10M94.0%
4–10$63.67M6.0%
Top 3 weight
94.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 25.68M
Sole
Full voting authority
25.68M
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
INSMED INC
SOLEShares12.96M
TypeSH
Market value$894.80M
84.75%
Sole
12.96M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares484.51K
TypeSH
Market value$59.67M
5.65%
Sole
484.51K
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares810.45K
TypeSH
Market value$37.64M
3.56%
Sole
810.45K
Shared
0.00
None
0.00
GERON CORP
SOLEShares9.57M
TypeSH
Market value$33.88M
3.21%
Sole
9.57M
Shared
0.00
None
0.00
KEROS THERAPEUTICS INC
SOLEShares1.69M
TypeSH
Market value$26.71M
2.53%
Sole
1.69M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares163.68K
TypeSH
Market value$3.08M
0.29%
Sole
163.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 12.96M | SH | $894.80M 84.75% | 12.96M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 484.51K | SH | $59.67M 5.65% | 484.51K | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 810.45K | SH | $37.64M 3.56% | 810.45K | 0.00 | 0.00 |
GERON CORPSOLE | COM | 9.57M | SH | $33.88M 3.21% | 9.57M | 0.00 | 0.00 |
KEROS THERAPEUTICS INCSOLE | COM | 1.69M | SH | $26.71M 2.53% | 1.69M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 163.68K | SH | $3.08M 0.29% | 163.68K | 0.00 | 0.00 |