Q2 2025 · 13F-HR
Darwin Global Management, Ltd.holdings as filed
Filed 2025-08-14 · accession 0001892688-25-000159
$2.38B
Reported value
5
Positions
2025-06-30
Period end
The Brief · Darwin Global Management, Ltd. · Q2 2025
AI · grounded in 13F
Darwin Global Management, Ltd. established a new position in INSM valued at $1.92B. The fund also initiated new stakes in VRNA for $387.44M and CDTX for $38M. Additional new positions include 2GH and ALLO, bringing the total position count to five.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $1.92B | 80.8% | 19,344,621 | Common | SOLE |
| 925050106 | VRNA | VERONA PHARMA PLC | $387.4M | 16.3% | 4,129,618 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $38.0M | 1.59% | 768,424 | Common | SOLE |
| N5749R100 | 2GH | MERUS N V | $21.0M | 0.88% | 395,738 | Common | SOLE |
| 019770106 | ALLO | ALLOGENE THERAPEUTICS INC | $12.4M | 0.52% | 10,479,791 | 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.