Q3 2025 · 13F-HR
Darwin Global Management, Ltd.holdings as filed
Filed 2025-11-14 · accession 0001892688-25-000196
$3.60B
Reported value
5
Positions
2025-09-30
Period end
The Brief · Darwin Global Management, Ltd. · Q3 2025
AI · grounded in 13F
Darwin Global Management, Ltd. established a new position in INSM valued at $2.9B. The fund also initiated new stakes in UTHR for $317.6M and ABVX for $263.7M. Additional new positions include CDTX and QURE, bringing the total position count to five.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 457669307 | INSM | INSMED INC | $2.90B | 80.5% | 20,457,445 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $317.6M | 8.83% | 748,550 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $263.7M | 7.33% | 3,164,501 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $95.0M | 2.64% | 997,196 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $23.8M | 0.66% | 400,000 | 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.