Filed: 5/15/2025ACC: 0001892688-25-000122
📋 What this filing means
DARWIN GLOBAL MANAGEMENT, LTD. filed this quarterly 13F‑HR report disclosing 3 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3
Positions
$1.46B
Total AUM (reported)
29.77M
Total Shares
Allocation by class
COM PAR $.01$1.20B82.1%
SPONSORED ADS$245.98M16.8%
COM$16.20M1.1%
Portfolio Concentration
Top 3$1.46B100.0%
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 29.77M
Sole
Full voting authority
29.77M
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)
Sole3
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3
Rows:
INSMED INC
SOLEShares15.40M
TypeSH
Market value$1.20B
82.08%
Sole
15.40M
Shared
0.00
None
0.00
VERONA PHARMA PLC
SOLEShares3.92M
TypeSH
Market value$245.98M
16.81%
Sole
3.92M
Shared
0.00
None
0.00
ALLOGENE THERAPEUTICS INC
SOLEShares10.45M
TypeSH
Market value$16.20M
1.11%
Sole
10.45M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INSMED INCSOLE | COM PAR $.01 | 15.40M | SH | $1.20B 82.08% | 15.40M | 0.00 | 0.00 |
VERONA PHARMA PLCSOLE | SPONSORED ADS | 3.92M | SH | $245.98M 16.81% | 3.92M | 0.00 | 0.00 |
ALLOGENE THERAPEUTICS INCSOLE | COM | 10.45M | SH | $16.20M 1.11% | 10.45M | 0.00 | 0.00 |