DARWIN GLOBAL MANAGEMENT, LTD.

PrivateCIK: 1839209
Location

ST. HELIER, Y9

6
Positions
$3.77B
Total AUM (reported)
32.36M
Total Shares

Allocation by class

TOTAL AUM$3.77B6 positions
COM PAR $.01$2.58B68.3%
SPONSORED ADS$808.17M21.4%
COM$206.44M5.5%
SHS$179.52M4.8%

Portfolio Concentration

Top 389.8%4–1010.2%TOP 10100.0%0%100%
Top 3$3.38B89.8%
4–10$385.96M10.2%

Top 3 weight

89.8%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 32.36M

Sole

Full voting authority

32.36M

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
Shares16.81M
TypeSH
Market value$2.58B
68.33%
Sole
16.81M
Shared
0.00
None
0.00

BELITE BIO INC

SOLE
SPONSORED ADS
Shares3.06M
TypeSH
Market value$456.10M
12.10%
Sole
3.06M
Shared
0.00
None
0.00

ABIVAX SA

SOLE
SPONSORED ADS
Shares3.47M
TypeSH
Market value$352.07M
9.34%
Sole
3.47M
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares2.21M
TypeSH
Market value$204.98M
5.44%
Sole
2.21M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares6.80M
TypeSH
Market value$179.52M
4.76%
Sole
6.80M
Shared
0.00
None
0.00

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares17.36K
TypeSH
Market value$1.46M
0.04%
Sole
17.36K
Shared
0.00
None
0.00