Darwin Global Management

Latest statistics and disclosures from Darwin Global Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are INSM, UTHR, ABVX, CDTX, QURE, and represent 100.00% of Darwin Global Management's stock portfolio.
  • Added to shares of these 5 stocks: UTHR (+$318M), ABVX (+$264M), INSM (+$158M), QURE (+$24M), CDTX (+$22M).
  • Started 3 new stock positions in QURE, ABVX, UTHR.
  • Reduced shares in these 3 stocks: VRNA (-$387M), MRUS (-$21M), ALLO (-$12M).
  • Sold out of its positions in ALLO, VRNA, MRUS.
  • Darwin Global Management was a net buyer of stock by $364M.
  • Darwin Global Management has $3.6B in assets under management (AUM), dropping by 50.96%.
  • Central Index Key (CIK): 0001839209

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Portfolio Holdings for Darwin Global Management

Darwin Global Management holds 5 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Insmed Com Par $.01 (INSM) 80.5 $2.9B +5% 21M 141.65
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United Therapeutics Corporation (UTHR) 8.8 $318M NEW 749k 424.31
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Abivax Sa Sponsored Ads (ABVX) 7.3 $264M NEW 3.2M 83.33
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Cidara Therapeutics Com New (CDTX) 2.6 $95M +29% 997k 95.26
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Uniqure Nv SHS (QURE) 0.7 $24M NEW 400k 59.40
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Past Filings by Darwin Global Management

SEC 13F filings are viewable for Darwin Global Management going back to 2020

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