Darwin Global Management, Ltd. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Darwin Global Management, Ltd. disclosed 5 US equity positions worth $1.2bn in its Q3 2024 13F filing. The largest position was INSM at 62.3% of the reported book, followed by PCVX and GERN.
What did Darwin Global Management, Ltd. own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 62.3% | $766.3m | 10,497,277 | – | |
| 2 | PCVX VAXCYTE INC | Healthcare | 20.4% | $251.2m | 2,198,187 | – | |
| 3 | GERN GERON CORP | Healthcare | 8.1% | $100.1m | 22,038,773 | – | |
| 4 | KROS KEROS THERAPEUTICS INC | Healthcare | 7.2% | $88.5m | 1,523,732 | – | |
| 5 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 1.9% | $23.8m | 1,084,880 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.