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 6 equity positions with a total reported market value of $4.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

6
Positions
$4.94B
Total AUM (reported)
36.24M
Total Shares

Allocation by class

TOTAL AUM$4.94B6 positions
COM PAR $.01$3.64B73.8%
SPONSORED ADS$926.63M18.8%
COM NEW$243.35M4.9%
SHS$125.17M2.5%

Portfolio Concentration

Top 392.5%4–107.5%TOP 10100.0%0%100%
Top 3$4.57B92.5%
4–10$368.52M7.5%

Top 3 weight

92.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 36.24M

Sole

Full voting authority

36.24M

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

SOLE
COM PAR $.01
Shares20.93M
TypeSH
Market value$3.64B
73.78%
Sole
20.93M
Shared
0.00
None
0.00

BELITE BIO INC

SOLE
SPONSORED ADS
Shares3.03M
TypeSH
Market value$486.92M
9.86%
Sole
3.03M
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares3.18M
TypeSH
Market value$439.71M
8.90%
Sole
3.18M
Shared
0.00
None
0.00

CIDARA THERAPEUTICS INC

SOLE
COM NEW
Shares997.20K
TypeSH
Market value$220.18M
4.46%
Sole
997.20K
Shared
0.00
None
0.00

WAVE LIFE SCIENCES LTD

SOLE
SHS
Shares7.30M
TypeSH
Market value$125.17M
2.53%
Sole
7.30M
Shared
0.00
None
0.00

CAPRICOR THERAPEUTICS INC

SOLE
COM NEW
Shares800K
TypeSH
Market value$23.17M
0.47%
Sole
800K
Shared
0.00
None
0.00
DARWIN GLOBAL MANAGEMENT, LTD. 13F Holdings — 6 Positions | Finecho