Darwin Global Management, Ltd. Portfolio Holdings

Darwin Global Management, Ltd.

  • $2.37 Billion
  • Q2 2025

Darwin Global Management, Ltd. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.37 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 $1.95B, Verona Pharma PLC with a value of $391M, Merus N.V. with a value of $20.8M, Allogene Therapeutics, Inc. with a value of $11.8M, and Cidara Therapeutics Inc with a value of $0.

Examining the 13F form we can see an increase of $931M in the current position value, from $1.44B to 2.37B.

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 $2.37 Billion
Healthcare: $2.37 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.5B
$1.95 Billion 82.14% of portfolio
19,344,621
Q2 2025 Added 25.63%
$6.41B
$391 Million 16.48% of portfolio
4,129,618
Q2 2025 Added 5.26%
$2.93B
$20.8 Million 0.88% of portfolio
395,738
Q2 2025 New
$148M
$11.8 Million 0.5% of portfolio
10,479,791
Q2 2025 Added 0.29%

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $2.37 Billion
  • Prior Value $1.44 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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