Q2 2024 · 13F-HR
Darwin Global Management, Ltd.holdings as filed
Filed 2024-08-14 · accession 0001892688-24-000095
$859.5M
Reported value
9
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 23282W605 | CYTK | CYTOKINETICS INC | $246.1M | 28.6% | 4,575,558 | Common | SOLE |
| 457669307 | INSM | INSMED INC | $237.1M | 27.6% | 3,541,095 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $163.9M | 19.1% | 2,080,946 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $106.2M | 12.4% | 23,915,480 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $68.8M | 8.00% | 1,525,902 | Common | SOLE |
| 21833P301 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $14.3M | 1.66% | 325,140 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $10.3M | 1.19% | 452,040 | Common | SOLE |
| 05370A108 | RNAGBP | AVIDITY BIOSCIENCES INC | $8.1M | 0.94% | 200,000 | Common | SOLE |
| 28623U101 | — | ELEVATION ONCOLOGY INC | $4.8M | 0.56% | 1,916,290 | 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.