Darwin Global Management
Latest statistics and disclosures from Darwin Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CYTK, INSM, PCVX, GERN, KROS, and represent 95.64% of Darwin Global Management's stock portfolio.
- Added to shares of these 6 stocks: CYTK (+$246M), INSM (+$237M), GERN (+$106M), CRBP (+$14M), RNA (+$8.1M), KROS.
- Started 5 new stock positions in CRBP, CYTK, INSM, RNA, GERN.
- Reduced shares in these 10 stocks: NUVL (-$108M), BHVN (-$81M), Alpine Immune Sciences (-$79M), BEAM (-$70M), APGE (-$55M), PCVX (-$53M), XNCR (-$25M), TRML (-$11M), , ELEV.
- Sold out of its positions in Alpine Immune Sciences, APGE, BEAM, MRK, NUVL, TRML, XNCR, BHVN.
- Darwin Global Management was a net buyer of stock by $123M.
- Darwin Global Management has $860M in assets under management (AUM), dropping by 14.42%.
- Central Index Key (CIK): 0001839209
Tip: Access up to 7 years of quarterly data
Positions held by Darwin Global Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Darwin Global Management
Darwin Global Management holds 9 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cytokinetics Com New (CYTK) | 28.6 | $246M | NEW | 4.6M | 53.78 |
|
| Insmed Com Par $.01 (INSM) | 27.6 | $237M | NEW | 3.5M | 66.95 |
|
| Vaxcyte (PCVX) | 19.1 | $164M | -24% | 2.1M | 78.77 |
|
| Geron Corporation (GERN) | 12.4 | $106M | NEW | 24M | 4.44 |
|
| Keros Therapeutics (KROS) | 8.0 | $69M | +6% | 1.5M | 45.07 |
|
| Corbus Pharmaceuticals Hldgs Com New (CRBP) | 1.7 | $14M | NEW | 325k | 43.88 |
|
| Spyre Therapeutics Com New (SYRE) | 1.2 | $10M | -4% | 452k | 22.71 |
|
| Avidity Biosciences Ord (RNA) | 0.9 | $8.1M | NEW | 200k | 40.54 |
|
| Elevation Oncology (ELEV) | 0.6 | $4.8M | -17% | 1.9M | 2.51 |
|
Past Filings by Darwin Global Management
SEC 13F filings are viewable for Darwin Global Management going back to 2020
- Darwin Global Management 2024 Q2 filed Aug. 14, 2024
- Darwin Global Management 2024 Q1 filed May 15, 2024
- Darwin Global Management 2023 Q4 filed Feb. 14, 2024
- Darwin Global Management 2023 Q3 filed Nov. 14, 2023
- Darwin Global Management 2023 Q2 filed Aug. 14, 2023
- Darwin Global Management 2023 Q1 filed May 15, 2023
- Darwin Global Management 2022 Q4 filed Feb. 14, 2023
- Darwin Global Management 2022 Q3 filed Nov. 14, 2022
- Darwin Global Management 2022 Q2 filed Aug. 15, 2022
- Darwin Global Management 2022 Q1 filed May 16, 2022
- Darwin Global Management 2021 Q4 filed Feb. 14, 2022
- Darwin Global Management 2021 Q3 filed Nov. 15, 2021
- Darwin Global Management 2021 Q2 filed Aug. 16, 2021
- Darwin Global Management 2021 Q1 filed May 17, 2021
- Darwin Global Management 2020 Q4 filed Feb. 16, 2021