Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 12
- 0 vs. Q1 2021
- Portfolio value
- $619.9M
- +$109.3M (+21.4%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTLAIntellia Therapeutics, Inc. | COM | 1,859,926 | $301.1M | 48.6% | +1,859,926 | New | History |
| XLRNAcceleron Pharma Inc | COM | 1,760,346 | $220.9M | 35.6% | +255,334+17.0% | Added | History |
| FATEFate Therapeutics Inc | COM | 335,918 | $29.2M | 4.7% | −1,034,215−75.5% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 336,817 | $20.5M | 3.3% | −1,753,332−83.9% | Reduced | History |
| BEAMBeam Therapeutics Inc. | COM | 126,985 | $16.3M | 2.6% | +126,985 | New | History |
| VERVVerve Therapeutics, Inc. | COM | 103,013 | $6.21M | 1.0% | +103,013 | New | History |
| INBXInhibrx Biosciences, Inc. | COM | 225,480 | $6.21M | 1.0% | +175,771+353.6% | Added | History |
| EPIXESSA Pharma Inc. | COM NEW | 208,524 | $5.96M | 1.0% | +208,524 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 104,186 | $4.42M | 0.7% | +17,299+19.9% | Added | History |
| ACRSAclaris Therapeutics, Inc. | COM | 250,000 | $4.39M | 0.7% | +250,000 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 119,775 | $4.38M | 0.7% | −662,696−84.7% | Reduced | History |
| GBIOGeneration Bio Co. | COM | 10,738 | $289.0K | <0.1% | −208,620−95.1% | Reduced | History |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| ARVNArvinas, Inc. | COM | 140,511 | $9.29M | 1.8% | History |
| MGNXMacrogenics Inc | COM | 286,195 | $9.12M | 1.8% | History |
| CCCCC4 Therapeutics, Inc. | COM STK | 140,034 | $5.18M | 1.0% | History |
| IMVTImmunovant, Inc. | COM | 65,849 | $1.06M | 0.2% | History |
| FULCFulcrum Therapeutics, Inc. | COM | 49,868 | $587.0K | 0.1% | History |