Darwin Global Management, Ltd. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Darwin Global Management, Ltd. disclosed 3 US equity positions worth $1.5bn in its Q1 2025 13F filing. The largest position was INSM at 82.1% of the reported book, followed by VRNA and ALLO. Against the Q4 2024 filing, it opened 1 new position, added to 2 and reduced 0 among the top 3 holdings.
What did Darwin Global Management, Ltd. own in Q1 2025? Top 3 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 82.1% | $1.2bn | 15,397,975 | 19% | added |
| 2 | VRNA VERONA PHARMA PLC | 16.8% | $246.0m | 3,923,204 | 384% | added | |
| 3 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 1.1% | $16.2m | 10,449,791 | – | 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.