Darwin Global Management, Ltd.
- SEC CIK
- 0001839209
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 5
- 0 vs. Q2 2025
- Portfolio value
- $3.60B
- +$1.21B (+51.0%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 20,457,445 | $2.90B | 80.5% | +1,112,824+5.8% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 748,550 | $317.6M | 8.8% | +748,550 | New | History |
| ABVXAbivax S.A. | SPONSORED ADS | 3,164,501 | $263.7M | 7.3% | +3,164,501 | New | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 997,196 | $95.0M | 2.6% | +228,772+29.8% | Added | History |
| QUREuniQure N.V. | SHS | 400,000 | $23.8M | 0.7% | +400,000 | New | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| VRNAVerona Pharma plc | SPONSORED ADS | 4,129,618 | $387.4M | 16.3% | History |
| MRUSMerus N.V. | COM | 395,738 | $21.0M | 0.9% | History |
| ALLOAllogene Therapeutics, Inc. | COM | 10,479,791 | $12.4M | 0.5% | History |