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Darwin Global Management, Ltd.

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

Darwin Global Management, Ltd. reported $1,055,769,131 across 6 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000094

Period
2024-12-31
Reported value
$1.06B
Holdings
6
Top 10 weight
100%
New
3
Sold out
2

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 2024-12-31

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+2,463,261$170M
JAZZnew+484,515$59.7M
VERONA PHARMA PLCnew+810,449$37.6M
NRIXnew+163,681$3.08M
KROSadded+163,403$2.59M

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
PCVXexited-2,198,187-$251M
GERNreduced-12,468,938-$44.1M
SMMTexited-1,084,880-$23.8M

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, Q4 2024

Share positions as resolved from 13F-HR 0001892688-25-000094, largest first. % of portfolio is the value over $1,055,769,131, 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497,277 shares; 2024Q4: 12,960,538 shares 12,960,538$895M84.75%+2,463,261Timeline
JAZZJAZZ PHARMACEUTICALS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 484,515 shares 484,515$59.7M5.65%newTimeline
VERONA PHARMA PLCVERONA PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810,449 shares 810,449$37.6M3.56%new
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,038,773 shares; 2024Q4: 9,569,835 shares 9,569,835$33.9M3.21%-12,468,938Timeline
KROSKEROS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,523,732 shares; 2024Q4: 1,687,135 shares 1,687,135$26.7M2.53%+163,403Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,681 shares 163,681$3.08M0.29%newTimeline

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
PCVXVAXCYTE INC2,198,187$251Mshares
SMMTSUMMIT THERAPEUTICS INC1,084,880$23.8Mshares

How Q4 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 0001892688-25-000094 base2025-02-14acceptance time not in the bulk data set