Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 13
- +1 vs. Q3 2021
- Portfolio value
- $654.6M
- +$111.3M (+20.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 7,697,762 | $454.6M | 69.4% | +7,697,762 | New | History |
| NTLAIntellia Therapeutics, Inc. | COM | 605,587 | $71.6M | 10.9% | −146,437−19.5% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 511,908 | $29.8M | 4.6% | +511,908 | New | History |
| INBXInhibrx Biosciences, Inc. | COM | 591,975 | $25.9M | 3.9% | +49,389+9.1% | Added | History |
| BNTXBioNTech SE | SPONSORED ADS | 90,057 | $23.2M | 3.5% | −42,875−32.3% | Reduced | History |
| ENTAEnanta Pharmaceuticals Inc | COM | 166,190 | $12.4M | 1.9% | +166,190 | New | History |
| FATEFate Therapeutics Inc | COM | 153,537 | $8.98M | 1.4% | −199,713−56.5% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 111,500 | $6.52M | 1.0% | +111,500 | New | History |
| VIRVir Biotechnology, Inc. | COM | 145,841 | $6.11M | 0.9% | +100,530+221.9% | Added | History |
| ChemoCentryx, Inc.16383L106 | COM | 161,802 | $5.89M | 0.9% | +161,802 | New | – |
| FULCFulcrum Therapeutics, Inc. | COM | 317,428 | $5.62M | 0.9% | +283,431+833.7% | Added | History |
| ACRSAclaris Therapeutics, Inc. | COM | 216,143 | $3.14M | 0.5% | +56,750+35.6% | Added | History |
| VERVVerve Therapeutics, Inc. | COM | 23,104 | $852.0K | 0.1% | −4,293−15.7% | Reduced | History |
Sold out since Q3 2021 (4)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| XLRNAcceleron Pharma Inc | COM | 2,000,000 | $344.2M | 63.4% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 253,692 | $11.9M | 2.2% | History |
| IVVDInvivyd, Inc. | COM | 86,528 | $3.65M | 0.7% | History |
| JBIOJade Biosciences, Inc. | COM | 12,484 | $262.0K | <0.1% | History |