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Darwin Global Management, Ltd.

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

Darwin Global Management, Ltd. reported $1,463,070,137 across 3 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001892688-25-000122

Period
2025-03-31
Reported value
$1.46B
Holdings
3
Top 10 weight
100%
New
1
Sold out
4

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 2025-03-31

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
VERONA PHARMA PLCadded+3,112,755$195M
INSMadded+2,437,437$190M
ALLOnew+10,449,791$16.2M

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
JAZZexited-484,515-$59.7M
GERNexited-9,569,835-$33.9M
KROSexited-1,687,135-$26.7M
NRIXexited-163,681-$3.08M

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, Q1 2025

Share positions as resolved from 13F-HR 0001892688-25-000122, largest first. % of portfolio is the value over $1,463,070,137, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497,277 shares; 2024Q4: 12,960,538 shares; 2025Q1: 15,397,975 shares 15,397,975$1.2B82.08%+2,437,437Timeline
VERONA PHARMA PLCVERONA PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 810,449 shares; 2025Q1: 3,923,204 shares 3,923,204$246M16.81%+3,112,755
ALLOALLOGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,449,791 shares 10,449,791$16.2M1.11%newTimeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
JAZZJAZZ PHARMACEUTICALS PLC484,515$59.7Mshares
GERNGERON CORP9,569,835$33.9Mshares
KROSKEROS THERAPEUTICS INC1,687,135$26.7Mshares
NRIXNURIX THERAPEUTICS INC163,681$3.08Mshares

How Q1 2025 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 0001892688-25-000122 base2025-05-15acceptance time not in the bulk data set