DARWIN GLOBAL MANAGEMENT, LTD.

PrivateCIK: 1839209
Location

ST. HELIER, Y9

5
Positions
$3.76B
Total AUM (reported)
30.51M
Total Shares

Allocation by class

TOTAL AUM$3.76B5 positions
COM$2.05B54.5%
SPONSORED ADS$804.80M21.4%
COM PAR $.01$673.60M17.9%
SHS$234.33M6.2%

Portfolio Concentration

Top 384.5%4–1015.5%TOP 10100.0%0%100%
Top 3$3.18B84.5%
4–10$582.55M15.5%

Top 3 weight

84.5%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 30.51M

Sole

Full voting authority

30.51M

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:

REVOLUTION MEDICINES INC

SOLE
COM
Shares10.63M
TypeSH
Market value$2.05B
54.45%
Sole
10.63M
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares6.43M
TypeSH
Market value$673.60M
17.91%
Sole
6.43M
Shared
0.00
None
0.00

BELITE BIO INC

SOLE
SPONSORED ADS
Shares3.08M
TypeSH
Market value$456.59M
12.14%
Sole
3.08M
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares3.62M
TypeSH
Market value$348.22M
9.26%
Sole
3.62M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares6.75M
TypeSH
Market value$234.33M
6.23%
Sole
6.75M
Shared
0.00
None
0.00