Darwin Global Management, Ltd. 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Darwin Global Management, Ltd. disclosed 6 US equity positions worth $1.1bn in its Q4 2024 13F filing. The largest position was INSM at 84.8% of the reported book, followed by JAZZ and VRNA. Against the Q3 2024 filing, it opened 3 new positions, added to 2 and reduced 1 among the top 6 holdings.
What did Darwin Global Management, Ltd. own in Q4 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 84.8% | $894.8m | 12,960,538 | 23% | added |
| 2 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 5.7% | $59.7m | 484,515 | – | new |
| 3 | VRNA VERONA PHARMA PLC | 3.6% | $37.6m | 810,449 | – | new | |
| 4 | GERN GERON CORP | Healthcare | 3.2% | $33.9m | 9,569,835 | -57% | reduced |
| 5 | KROS KEROS THERAPEUTICS INC | Healthcare | 2.5% | $26.7m | 1,687,135 | 11% | added |
| 6 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.3% | $3.1m | 163,681 | – | new |
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.