Darwin Global Management, Ltd. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Darwin Global Management, Ltd. disclosed 5 US equity positions worth $3.6bn in its Q3 2025 13F filing. The largest position was INSM at 80.5% of the reported book, followed by UTHR and ABVX. Against the Q2 2025 filing, it opened 3 new positions, added to 2 and reduced 0 among the top 5 holdings.
What did Darwin Global Management, Ltd. own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | INSM INSMED INC | Healthcare | 80.5% | $2.9bn | 20,457,445 | 6% | added |
| 2 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 8.8% | $317.6m | 748,550 | – | new |
| 3 | ABVX ABIVAX SA | 7.3% | $263.7m | 3,164,501 | – | new | |
| 4 | CDTX CIDARA THERAPEUTICS INC | 2.6% | $95.0m | 997,196 | 30% | added | |
| 5 | QURE UNIQURE NV | 0.7% | $23.8m | 400,000 | – | 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.