Darwin Global Management, Ltd.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 3Value: $1.5BLatest: 2025Q1

Darwin Global Management, Ltd. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 3 holdings worth $1.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INSM",
  "ALLO",
  "VRNA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 3
Total Value: 1463070137
Accession Number: 0001892688-25-000122
Form Type: 13F-HR
CIK: darwin-global-management
Manager Name: Darwin-Global-Management

Data Enrichment

100% identified

3 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

3 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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INSMED Inc

INSM|457669307

Shares:15.4M

Value:$1.2B

% of Portfolio:82.1% ($1.2B/$1.5B)

Verona Pharma plc

VRNA|925050106

Shares:3.9M

Value:$246.0M

% of Portfolio:16.8% ($246.0M/$1.5B)

Allogene Therapeutics, Inc.

ALLO|019770106

Shares:10.4M

Value:$16.2M

% of Portfolio:1.1% ($16.2M/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INSMED Inc(INSMcusip457669307)	15.4M	QoQ +18.80% (+2.4M) YoY NEW(+15.4M)	All Managers (Combined)	$1.2B	82.1% ($1.2B/$1.5B)	QoQ +34.20% (+$306.1M) YoY NEW(+$1200.9M)
Verona Pharma plc(VRNAcusip925050106)	3.9M	QoQ +384.07% (+3.1M) YoY NEW(+3.9M)	All Managers (Combined)	$246.0M	16.8% ($246.0M/$1.5B)	QoQ +553.56% (+$208.3M) YoY NEW(+$246.0M)
Allogene Therapeutics, Inc.(ALLOcusip019770106)	10.4M	QoQ NEW(+10.4M) YoY NEW(+10.4M)	All Managers (Combined)	$16.2M	1.1% ($16.2M/$1.5B)	QoQ NEW(+$16.2M) YoY NEW(+$16.2M)