Q4 2023 · 13F-HR
Darwin Global Management, Ltd.holdings as filed
Filed 2024-02-14 · accession 0001892688-24-000038
$509.5M
Reported value
8
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 641871108 | — | AMBRX BIOPHARMA INC | $237.6M | 46.6% | 16,688,636 | Common | SOLE |
| 88322Q108 | TGTX | TG THERAPEUTICS INC | $69.1M | 13.6% | 4,046,598 | Common | SOLE |
| 61559X104 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $62.8M | 12.3% | 1,039,289 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $50.1M | 9.83% | 600,000 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $42.2M | 8.28% | 1,060,427 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $36.4M | 7.15% | 579,959 | Common | SOLE |
| 85205L107 | SWTXUSD | SPRINGWORKS THERAPEUTICS INC | $7.0M | 1.38% | 192,734 | Common | SOLE |
| 670703107 | NUVL | NUVALENT INC | $4.2M | 0.83% | 57,698 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.