Darwin Global Management, Ltd. Portfolio Holdings

Darwin Global Management, Ltd.

  • $827 Million
  • Q2 2024

Darwin Global Management, Ltd. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $827 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cytokinetics Inc with a value of $248M, Insmed Inc with a value of $237M, Vaxcyte, Inc. with a value of $157M, Geron Corp with a value of $101M, and Keros Therapeutics, Inc. with a value of $69.7M.

Examining the 13F form we can see an increase of $240M in the current position value, from $586M to 827M.

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 $827 Million
Healthcare: $827 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.88B
$248 Million 29.98% of portfolio
4,575,558
Q2 2024 New
$9.26B
$237 Million 28.7% of portfolio
3,541,095
Q2 2024 New
$6.36B
$157 Million 19.01% of portfolio
2,080,946
Q2 2024 Reduced 24.35%
$1.55B
$101 Million 12.26% of portfolio
23,915,480
Q2 2024 New
$1.54B
$69.7 Million 8.43% of portfolio
1,525,902
Q2 2024 Added 6.26%
$2.18B
$8.17 Million 0.99% of portfolio
200,000
Q2 2024 New
$12.6M
$5.17 Million 0.63% of portfolio
1,916,290
Q2 2024 Reduced 17.86%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $827 Million
  • Prior Value $586 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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