Darwin Global Management, Ltd. Portfolio Holdings

Darwin Global Management, Ltd.

  • $586 Million
  • Q1 2024

Darwin Global Management, Ltd. has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $586 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaxcyte, Inc. with a value of $188M, Nuvalent, Inc. with a value of $108M, Keros Therapeutics, Inc. with a value of $95.1M, Alpine Immune Sciences, Inc. with a value of $78.6M, and Beam Therapeutics Inc. with a value of $70M.

Examining the 13F form we can see an increase of $315M in the current position value, from $272M to 586M.

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 $586 Million
Healthcare: $586 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.48B
$188 Million 32.04% of portfolio
2,750,804
Q1 2024 Added 374.31%
$3.26B
$108 Million 18.4% of portfolio
1,436,964
Q1 2024 Added 2,390.49%
$1.18B
$95.1 Million 16.21% of portfolio
1,435,950
Q1 2024 Added 35.41%
$0
$78.6 Million 13.4% of portfolio
1,982,016
Q1 2024 New
$1.65B
$70 Million 11.94% of portfolio
2,119,598
Q1 2024 New
$1.13B
$24.6 Million 4.19% of portfolio
1,109,650
Q1 2024 New
$62.9M
$12 Million 2.04% of portfolio
2,332,928
Q1 2024 New
$314B
$10.5 Million 1.79% of portfolio
79,600
Q1 2024 New
Biohaven LTD
-
$0 0.0% of portfolio
-
Q1 2024 New
Spyre Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Tourmaline Bio Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Apogee Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $586 Million
  • Prior Value $272 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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