Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 6
- +1 vs. Q3 2024
- Portfolio value
- $1.06B
- −$174.0M (−14.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 12,960,538 | $894.8M | 84.8% | +2,463,261+23.5% | Added | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 484,515 | $59.7M | 5.7% | +484,515 | New | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 810,449 | $37.6M | 3.6% | +810,449 | New | History |
| GERNGeron Corp | COM | 9,569,835 | $33.9M | 3.2% | −12,468,938−56.6% | Reduced | History |
| KROSKeros Therapeutics, Inc. | COM | 1,687,135 | $26.7M | 2.5% | +163,403+10.7% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 163,681 | $3.08M | 0.3% | +163,681 | New | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.