Q3 2024 · 13F-HR
Darwin Global Management, Ltd.holdings as filed
Filed 2024-11-14 · accession 0001892688-24-000146
$1.23B
Reported value
5
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $766.3M | 62.3% | 10,497,277 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $251.2M | 20.4% | 2,198,187 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $100.1M | 8.14% | 22,038,773 | Common | SOLE |
| 492327101 | KROS | KEROS THERAPEUTICS INC | $88.5M | 7.20% | 1,523,732 | Common | SOLE |
| 86627T108 | SMMT | SUMMIT THERAPEUTICS INC | $23.8M | 1.93% | 1,084,880 | 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.