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Darwin Global Management, Ltd.

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13F filer, CIK 1839209, ST. HELIER, Jersey

Darwin Global Management, Ltd. reported $1,229,786,067 across 5 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-24-000146

Period
2024-09-30
Reported value
$1.23B
Holdings
5
Top 10 weight
100%
New
1
Sold out
5

Part of the filer group Darwin Global Management, Ltd.

  • Darwin Global Master Fund, Ltd.
  • Dr. Abhishek Trehan
How groups are built

Stakes and trades reported after 2024-09-30

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

  • GMAB GENMAB A/S: 13G 3,668,310 shares, 5.9% of the class, 13G filed 2026-10-05, 0000902664-26-004067Timeline
    Accepted , ingested

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INSMadded+6,956,182$508M
SMMTnew+1,084,880$23.8M
PCVXadded+117,241$13.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CYTKexited-4,575,558-$246M
CRBPexited-325,140-$14.3M
SYREexited-452,040-$10.3M
GERNreduced-1,876,707-$8.52M
RNAMexited-200,000-$8.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001892688-24-000146, largest first. % of portfolio is the value over $1,229,786,067, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497,277 shares 10,497,277$766M62.31%+6,956,182Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,198,187 shares 2,198,187$251M20.43%+117,241Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,038,773 shares 22,038,773$100M8.14%-1,876,707Timeline
KROSKEROS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,732 shares 1,523,732$88.5M7.2%-2,170Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,084,880 shares 1,084,880$23.8M1.93%newTimeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CYTKCYTOKINETICS INC4,575,558$246Mshares
CRBPCORBUS PHARMACEUTICALS HLDGS325,140$14.3Mshares
SYRESPYRE THERAPEUTICS INC452,040$10.3Mshares
RNAMAVIDITY BIOSCIENCES INC200,000$8.11Mshares
ELEVATION ONCOLOGY INC COMELEVATION ONCOLOGY INC COM1,916,290$4.81Mshares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001892688-24-000146 base2024-11-14acceptance time not in the bulk data set