Darwin Global Management
Latest statistics and disclosures from Darwin Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Ambrx Biopharma, TGTX, MLTX, CYTK, KROS, and represent 90.64% of Darwin Global Management's stock portfolio.
- Added to shares of these 8 stocks: Ambrx Biopharma (+$238M), TGTX (+$69M), MLTX (+$63M), CYTK (+$50M), KROS (+$42M), PCVX (+$36M), SWTX (+$7.0M), NUVL.
- Started 8 new stock positions in MLTX, KROS, NUVL, TGTX, SWTX, PCVX, CYTK, Ambrx Biopharma.
- Reduced shares in these 3 stocks: Ambrx Biopharma (-$192M), IMVT (-$70M), ARGX (-$22M).
- Sold out of its positions in Ambrx Biopharma, ARGX, IMVT.
- Darwin Global Management was a net buyer of stock by $225M.
- Darwin Global Management has $510M in assets under management (AUM), dropping by 79.30%.
- Central Index Key (CIK): 0001839209
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Portfolio Holdings for Darwin Global Management
Darwin Global Management holds 8 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ambrx Biopharma | 46.6 | $238M | NEW | 17M | 14.24 |
|
| Tg Therapeutics (TGTX) | 13.6 | $69M | NEW | 4.0M | 17.08 |
|
| Moonlake Immunotherapeutics Class A Ord (MLTX) | 12.3 | $63M | NEW | 1.0M | 60.39 |
|
| Cytokinetics Com New (CYTK) | 9.8 | $50M | NEW | 600k | 83.49 |
|
| Keros Therapeutics (KROS) | 8.3 | $42M | NEW | 1.1M | 39.76 |
|
| Vaxcyte (PCVX) | 7.1 | $36M | NEW | 580k | 62.80 |
|
| Springworks Therapeutics (SWTX) | 1.4 | $7.0M | NEW | 193k | 36.50 |
|
| Nuvalent Inc-a (NUVL) | 0.8 | $4.2M | NEW | 58k | 73.59 |
|
Past Filings by Darwin Global Management
SEC 13F filings are viewable for Darwin Global Management going back to 2020
- 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