Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 8
- +5 vs. Q3 2023
- Portfolio value
- $509.5M
- +$225.3M (+79.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMAMAmbrx Biopharma, Inc. | COM | 16,688,636 | $237.6M | 46.6% | 00.0% | Unchanged | History |
| TGTXTG Therapeutics, Inc. | COM | 4,046,598 | $69.1M | 13.6% | +4,046,598 | New | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 1,039,289 | $62.8M | 12.3% | +1,039,289 | New | History |
| CYTKCytokinetics Inc | COM NEW | 600,000 | $50.1M | 9.8% | +600,000 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 1,060,427 | $42.2M | 8.3% | +1,060,427 | New | History |
| PCVXVaxcyte, Inc. | COM | 579,959 | $36.4M | 7.1% | +579,959 | New | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 192,734 | $7.03M | 1.4% | +192,734 | New | History |
| NUVLNuvalent, Inc. | COM | 57,698 | $4.25M | 0.8% | +57,698 | New | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.