Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 5
- −4 vs. Q2 2024
- Portfolio value
- $1.23B
- +$370.3M (+43.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 10,497,277 | $766.3M | 62.3% | +6,956,182+196.4% | Added | History |
| PCVXVaxcyte, Inc. | COM | 2,198,187 | $251.2M | 20.4% | +117,241+5.6% | Added | History |
| GERNGeron Corp | COM | 22,038,773 | $100.1M | 8.1% | −1,876,707−7.8% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 1,523,732 | $88.5M | 7.2% | −2,170−0.1% | Reduced | History |
| SMMTSummit Therapeutics Inc. | COM | 1,084,880 | $23.8M | 1.9% | +1,084,880 | New | History |
Sold out since Q2 2024 (5)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| CYTKCytokinetics Inc | COM NEW | 4,575,558 | $246.1M | 28.6% | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 325,140 | $14.3M | 1.7% | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 452,040 | $10.3M | 1.2% | History |
| Avidity Biosciences, Inc.05370A108 | COM | 200,000 | $8.11M | 0.9% | – |
| ELEVElevation Acquisition Group Inc. | COM | 1,916,290 | $4.81M | 0.6% | History |