Darwin Global Management, Ltd. — Q1 2025 13F-HR

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Q1 2025 · 13F-HR

Darwin Global Management, Ltd.holdings as filed

Filed 2025-05-15 · accession 0001892688-25-000122

$1.46B

Reported value

Positions

2025-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
457669307	INSM	INSMED INC	$1.20B	82.1%	15,397,975	Common	SOLE
925050106	VRNA	VERONA PHARMA PLC	$246.0M	16.8%	3,923,204	Common	SOLE
019770106	ALLO	ALLOGENE THERAPEUTICS INC	$16.2M	1.11%	10,449,791	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.