Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 12
- 0 vs. Q2 2021
- Portfolio value
- $543.3M
- −$76.7M (−12.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XLRNAcceleron Pharma Inc | COM | 2,000,000 | $344.2M | 63.4% | +239,654+13.6% | Added | History |
| NTLAIntellia Therapeutics, Inc. | COM | 752,024 | $100.9M | 18.6% | −1,107,902−59.6% | Reduced | History |
| BNTXBioNTech SE | SPONSORED ADS | 132,932 | $36.3M | 6.7% | +132,932 | New | History |
| FATEFate Therapeutics Inc | COM | 353,250 | $20.9M | 3.9% | +17,332+5.2% | Added | History |
| INBXInhibrx Biosciences, Inc. | COM | 542,586 | $18.1M | 3.3% | +317,106+140.6% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 253,692 | $11.9M | 2.2% | −83,125−24.7% | Reduced | History |
| IVVDInvivyd, Inc. | COM | 86,528 | $3.65M | 0.7% | +86,528 | New | History |
| ACRSAclaris Therapeutics, Inc. | COM | 159,393 | $2.87M | 0.5% | −90,607−36.2% | Reduced | History |
| VIRVir Biotechnology, Inc. | COM | 45,311 | $1.97M | 0.4% | +45,311 | New | History |
| VERVVerve Therapeutics, Inc. | COM | 27,397 | $1.29M | 0.2% | −75,616−73.4% | Reduced | History |
| FULCFulcrum Therapeutics, Inc. | COM | 33,997 | $959.0K | 0.2% | +33,997 | New | History |
| JBIOJade Biosciences, Inc. | COM | 12,484 | $262.0K | <0.1% | +12,484 | New | History |
Sold out since Q2 2021 (5)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| BEAMBeam Therapeutics Inc. | COM | 126,985 | $16.3M | 2.6% | History |
| EPIXESSA Pharma Inc. | COM NEW | 208,524 | $5.96M | 1.0% | History |
| KROSKeros Therapeutics, Inc. | COM | 104,186 | $4.42M | 0.7% | History |
| RLAYRelay Therapeutics, Inc. | COM | 119,775 | $4.38M | 0.7% | History |
| GBIOGeneration Bio Co. | COM | 10,738 | $289.0K | <0.1% | History |