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Darwin Global Management, Ltd.

SEC CIK
0001839209
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
3
−1 vs. Q1 2023
Portfolio value
$611.7M
+$246.1M (+67.3%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Darwin Global Management, Ltd. in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMAMAmbrx Biopharma Cayman, Inc.SPONSORED ADS16,688,636$274.7M44.9%+5,384,063+47.6%AddedHistory
TGTXTG Therapeutics, Inc.COM9,278,439$230.5M37.7%−1,172,802−11.2%ReducedHistory
ARGXArgenx SESPONSORED ADR273,343$106.5M17.4%−11,855−4.2%ReducedHistory

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Darwin Global Management, Ltd. sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
KROSKeros Therapeutics, Inc.COM31,386$1.34M0.4%History