Darwin Global Management, Ltd. Portfolio Holdings

Darwin Global Management, Ltd.

$3.28 Billion
Q3 2025

Darwin Global Management, Ltd. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.28 Billion distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Insmed Inc with a value of $2.95B, United Therapeutics Corp with a value of $314M, Uni Qure N.V. with a value of $23.3M, Abivax Sa with a value of $0, and Cidara Therapeutics Inc with a value of $0.

Examining the 13F form we can see an increase of $913M in the current position value, from $2.37B to 3.28B.

Darwin Global Management, Ltd. is based out at St. Helier, Y9

Below you can find more details about Darwin Global Management, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $3.28 Billion

Healthcare: $3.28 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
INSM Insmed Inc Healthcare	$26.2B	$2.95 Billion 89.73% of portfolio	20,457,445	Q3 2025 Added 5.75%
UTHR United Therapeutics Corp Healthcare	$21.2B	$314 Million 9.56% of portfolio	748,550	Q3 2025 New
QURE Uni Qure N.V. Healthcare	$1.4B	$23.3 Million 0.71% of portfolio	400,000	Q3 2025 New
Abivax Sa	-	$0 0.0% of portfolio	-	Q3 2025 New
Cidara Therapeutics Inc	-	$0 0.0% of portfolio	-	Q3 2025 Added 29.77%

Summary

Portfolio
No. of Stocks 5
Current Value $3.28 Billion
Prior Value $2.37 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 2 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Darwin Global Management, Ltd. Portfolio Holdings