Darwin Global Management

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

  • Top 5 stock holdings are NTLA, XLRN, FATE, BBIO, BEAM, and represent 94.86% of Darwin Global Management's stock portfolio.
  • Added to shares of these 8 stocks: NTLA (+$301M), XLRN (+$32M), BEAM (+$16M), VERV (+$6.2M), EPIX (+$6.0M), INBX, ACRS, KROS.
  • Started 5 new stock positions in ACRS, NTLA, EPIX, VERV, BEAM.
  • Reduced shares in these 9 stocks: BBIO (-$107M), FATE (-$90M), RLAY (-$24M), ARVN (-$9.3M), MGNX (-$9.1M), GBIO (-$5.6M), CCCC (-$5.2M), IMVT, FULC.
  • Sold out of its positions in ARVN, CCCC, FULC, IMVT, MGNX.
  • Darwin Global Management was a net buyer of stock by $120M.
  • Darwin Global Management has $620M in assets under management (AUM), dropping by 21.39%.
  • Central Index Key (CIK): 0001839209

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Positions held by Darwin Global Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Darwin Global Management

Companies in the Darwin Global Management portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intellia Therapeutics (NTLA) 48.6 $301M NEW 1.9M 161.91
Acceleron Pharma (XLRN) 35.6 $221M +16% 1.8M 125.49
Fate Therapeutics (FATE) 4.7 $29M -75% 336k 86.79
Bridgebio Pharma (BBIO) 3.3 $21M -83% 337k 60.96
Beam Therapeutics (BEAM) 2.6 $16M NEW 127k 128.71
Verve Therapeutics (VERV) 1.0 $6.2M NEW 103k 60.25
Inhibrx (INBX) 1.0 $6.2M +353% 226k 27.52
Essa Pharma Com New (EPIX) 1.0 $6.0M NEW 209k 28.57
Keros Therapeutics (KROS) 0.7 $4.4M +19% 104k 42.47
Aclaris Therapeutics (ACRS) 0.7 $4.4M NEW 250k 17.56
Relay Therapeutics (RLAY) 0.7 $4.4M -84% 120k 36.59
Generation Bio (GBIO) 0.0 $289k -95% 11k 26.91

Past Filings by Darwin Global Management

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