DARWIN GLOBAL MANAGEMENT, LTD.

PrivateCIK: 1839209
Location

ST. HELIER, Y9

📋 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 $2.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5
Positions
$2.38B
Total AUM (reported)
35.12M
Total Shares

Allocation by class

TOTAL AUM$2.38B5 positions
COM PAR $.01$1.92B80.8%
SPONSORED ADS$387.44M16.3%
COM NEW$38.00M1.6%
COM$33.34M1.4%

Portfolio Concentration

Top 398.6%4–101.4%TOP 10100.0%0%100%
Top 3$2.35B98.6%
4–10$33.34M1.4%

Top 3 weight

98.6%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 35.12M

Sole

Full voting authority

35.12M

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

SOLE
COM PAR $.01
Shares19.34M
TypeSH
Market value$1.92B
80.75%
Sole
19.34M
Shared
0.00
None
0.00

VERONA PHARMA PLC

SOLE
SPONSORED ADS
Shares4.13M
TypeSH
Market value$387.44M
16.26%
Sole
4.13M
Shared
0.00
None
0.00

CIDARA THERAPEUTICS INC

SOLE
COM NEW
Shares768.42K
TypeSH
Market value$38.00M
1.59%
Sole
768.42K
Shared
0.00
None
0.00

MERUS N V

SOLE
COM
Shares395.74K
TypeSH
Market value$20.97M
0.88%
Sole
395.74K
Shared
0.00
None
0.00

ALLOGENE THERAPEUTICS INC

SOLE
COM
Shares10.48M
TypeSH
Market value$12.37M
0.52%
Sole
10.48M
Shared
0.00
None
0.00
DARWIN GLOBAL MANAGEMENT, LTD. 13F Holdings — 5 Positions | Finecho