Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 9
- −3 vs. Q1 2024
- Portfolio value
- $859.5M
- +$108.3M (+14.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 4,575,558 | $246.1M | 28.6% | +4,575,558 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 3,541,095 | $237.1M | 27.6% | +3,541,095 | New | History |
| PCVXVaxcyte, Inc. | COM | 2,080,946 | $163.9M | 19.1% | −669,858−24.4% | Reduced | History |
| GERNGeron Corp | COM | 23,915,480 | $106.2M | 12.4% | +23,915,480 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 1,525,902 | $68.8M | 8.0% | +89,952+6.3% | Added | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 325,140 | $14.3M | 1.7% | +325,140 | New | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 452,040 | $10.3M | 1.2% | −21,160−4.5% | Reduced | History |
| Avidity Biosciences, Inc.05370A108 | COM | 200,000 | $8.11M | 0.9% | +200,000 | New | – |
| ELEVElevation Acquisition Group Inc. | COM | 1,916,290 | $4.81M | 0.6% | −416,638−17.9% | Reduced | History |
Sold out since Q1 2024 (8)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| NUVLNuvalent, Inc. | COM | 1,436,964 | $107.9M | 14.4% | History |
| BHVNBiohaven Ltd. | COM | 1,476,974 | $80.8M | 10.8% | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 1,982,016 | $78.6M | 10.5% | History |
| BEAMBeam Therapeutics Inc. | COM | 2,119,598 | $70.0M | 9.3% | History |
| APGEApogee Therapeutics, Inc. | COM | 832,198 | $55.3M | 7.4% | History |
| XNCRXencor Inc | COM | 1,109,650 | $24.6M | 3.3% | History |
| TRMLTourmaline Bio, Inc. | COM | 465,000 | $10.6M | 1.4% | History |
| MRKMerck & Co., Inc. | Stock | 79,600 | $10.5M | 1.4% | History |