Darwin Global Management, Ltd. Top Holdings and 13F Report (2024)

About Darwin Global Management, Ltd.

Darwin Global Management, Ltd. has $751.17 million in total holdings as of March 31, 2024.
Darwin Global Management, Ltd. owns shares of 12 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
Approximately 84.80% of the portfolio was purchased this quarter.
About 56.80% of the portfolio was sold this quarter.
This quarter, Darwin Global Management, Ltd. has purchased 8 new stocks and bought additional shares in 3 stocks.
Darwin Global Management, Ltd. sold shares of 0 stocks and completely divested from 5 stocks this quarter.

Vaxcyte: 2,170,845 shares (about $148.29M)
Nuvalent: 1,379,266 shares (about $103.57M)
Biohaven: 1,476,974 shares (about $80.78M)
Alpine Immune Sciences: 1,982,016 shares (about $78.57M)
Beam Therapeutics: 2,119,598 shares (about $70.03M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
PCVX Vaxcyte	$187,907,421	$148,290,422 ▲	374.3%	2,750,804	25.0%	Medical
NUVL Nuvalent	$107,901,627	$103,569,084 ▲	2,390.5%	1,436,964	14.4%	Medical
KROS Keros Therapeutics	$95,059,890	$24,859,623 ▲	35.4%	1,435,950	12.7%	Medical
BHVN Biohaven	$80,775,708	$80,775,708 ▲	New Holding	1,476,974	10.8%	Medical
ALPN Alpine Immune Sciences	$78,567,114	$78,567,114 ▲	New Holding	1,982,016	10.5%	Medical
BEAM Beam Therapeutics	$70,031,518	$70,031,518 ▲	New Holding	2,119,598	9.3%	Medical
APOGEE THERAPEUTICS INC	$55,299,557	$55,299,557 ▲	New Holding	832,198	7.4%	COM
XNCR Xencor	$24,556,555	$24,556,555 ▲	New Holding	1,109,650	3.3%	Medical
SPYRE THERAPEUTICS INC	$17,948,476	$17,948,476 ▲	New Holding	473,200	2.4%	COM NEW
ELEV Elevation Oncology	$11,967,921	$11,967,921 ▲	New Holding	2,332,928	1.6%	Medical
TOURMALINE BIO INC	$10,648,500	$10,648,500 ▲	New Holding	465,000	1.4%	COM
MRK Merck & Co., Inc.	$10,503,220	$10,503,220 ▲	New Holding	79,600	1.4%	Medical
AMBRX BIOPHARMA INC	$0	$237,646,177 ▼	-100.0%	0	0.0%	COM
TGTX TG Therapeutics	$0	$69,115,894 ▼	-100.0%	0	0.0%	Medical
MLTX MoonLake Immunotherapeutics	$0	$62,762,663 ▼	-100.0%	0	0.0%	Medical
CYTK Cytokinetics	$0	$50,094,000 ▼	-100.0%	0	0.0%	Medical
SWTX SpringWorks Therapeutics	$0	$7,034,791 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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