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Darwin Global Management, Ltd.

SEC CIK
0001839209
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
3
0 vs. Q2 2023
Portfolio value
$284.2M
−$327.5M (−53.5%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Darwin Global Management, Ltd. in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMAMAmbrx Biopharma Cayman, Inc.SPONSORED ADS16,688,636$191.9M67.5%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM1,818,371$69.8M24.6%+1,818,371NewHistory
ARGXArgenx SESPONSORED ADR45,615$22.4M7.9%−227,728−83.3%ReducedHistory

Sold out since Q2 2023 (1)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Darwin Global Management, Ltd. sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
TGTXTG Therapeutics, Inc.COM9,278,439$230.5M37.7%History