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 $3.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5
Positions
$3.60B
Total AUM (reported)
25.77M
Total Shares

Allocation by class

TOTAL AUM$3.60B5 positions
COM PAR $.01$2.90B80.5%
COM$317.62M8.8%
SPONSORED ADS$263.70M7.3%
COM NEW$94.99M2.6%
SHS$23.76M0.7%

Portfolio Concentration

Top 396.7%4–103.3%TOP 10100.0%0%100%
Top 3$3.48B96.7%
4–10$118.75M3.3%

Top 3 weight

96.7%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 25.77M

Sole

Full voting authority

25.77M

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)

Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:

INSMED INC

SOLE
COM PAR $.01
Shares20.46M
TypeSH
Market value$2.90B
80.54%
Sole
20.46M
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares748.55K
TypeSH
Market value$317.62M
8.83%
Sole
748.55K
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares3.16M
TypeSH
Market value$263.70M
7.33%
Sole
3.16M
Shared
0.00
None
0.00

CIDARA THERAPEUTICS INC

SOLE
COM NEW
Shares997.20K
TypeSH
Market value$94.99M
2.64%
Sole
997.20K
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares400K
TypeSH
Market value$23.76M
0.66%
Sole
400K
Shared
0.00
None
0.00
DARWIN GLOBAL MANAGEMENT, LTD. 13F Holdings — 5 Positions | Finecho