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Darwin Global Management, Ltd. Top Holdings and 13F Report (2025)

About Darwin Global Management, Ltd.

Investment Activity

  • Darwin Global Management, Ltd. has $1.46 billion in total holdings as of March 31, 2025.
  • Darwin Global Management, Ltd. owns shares of 3 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • Approximately 27.44% of the portfolio was purchased this quarter.
  • About 8.43% of the portfolio was sold this quarter.
  • This quarter, Darwin Global Management, Ltd. has purchased 6 new stocks and bought additional shares in 2 stocks.
  • Darwin Global Management, Ltd. sold shares of 0 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Insmed
$1,200,888,070
Verona Pharma
$245,984,891

Largest New Holdings this Quarter

019770106 - Allogene Therapeutics
$16,197,176 Holding

Largest Purchases this Quarter

Verona Pharma
3,112,755 shares (about $195.17M)
Insmed
2,437,437 shares (about $190.10M)
Allogene Therapeutics
10,449,791 shares (about $16.20M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDarwin Global Management, Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Insmed Incorporated stock logo
INSM
Insmed
$1,200,888,070$190,095,712 18.8%15,397,97582.1%Medical
Verona Pharma plc stock logo
VRNA
Verona Pharma
$245,984,891$195,169,739 384.1%3,923,20416.8%Medical
Allogene Therapeutics, Inc. stock logo
ALLO
Allogene Therapeutics
$16,197,176$16,197,176 New Holding10,449,7911.1%Medical
Jazz Pharmaceuticals plc stock logo
JAZZ
Jazz Pharmaceuticals
$0$59,668,022 -100.0%00.0%Medical
Geron Co. stock logo
GERN
Geron
$0$33,877,216 -100.0%00.0%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$0$26,707,347 -100.0%00.0%Medical
Nurix Therapeutics, Inc. stock logo
NRIX
Nurix Therapeutics
$0$3,083,750 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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