Equal-WT
WhaleScore 2.0
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DARWIN GLOBAL MANAGEMENT, LTD.
ST. HELIER Y9
Investment Advisor
Hedge Fund
Darwin Global Management, Ltd. is based out of St. Helier. Darwin Global Management, Ltd. is a registered investment advisory firm Their last reported 13F filing for Q3 2024 included $1,229,786,067 in managed 13F securities
and a top 10 holdings concentration of 100.0%. Darwin Global Management, Ltd.'s largest holding is Insmed Inc with shares held of 10,497,277. Whalewisdom has at least 16 13F filings, 3 13D filings, 6 13G filings, and 2 Form 4 filings

2024-09-30
Top Buys (13F)
Name | % Change |
---|---|
INSM Insmed Inc | 34.73% |
SMMT Summit Therapeutics | 1.93% |
PCVX Vaxcyte, Inc | 1.35% |

2024-09-30
Top Sells (13F)
Name | % Change |
---|---|
CYTK Cytokinetics Inc | 28.63% |
GERN Geron Corp | 4.22% |
CRBP Corbus Pharmaceutica | 1.66% |
SYRE Spyre Therapeutics I | 1.19% |
RNA Avidity Biosciences, | 0.94% |

2024-09-30
13F Holdings Summary
Name | $ Change |
---|---|
INSM Insmed Inc | 62.31% |
PCVX Vaxcyte, Inc | 20.43% |
GERN Geron Corp | 8.14% |
KROS Keros Therapeutics, | 7.2% |
SMMT Summit Therapeutics | 1.93% |

2024-09-30
13F Activity
Market Value | $1.23b, Prior: $0.86b |
Inflows (Outflows) as % of Total MV | +10.622% |
New Purchases | 1 stocks |
Added To | 2 stocks |
Sold out of | 5 stocks |
Reduced holdings in | 2 stocks |
Top 10 Holdings % | 100% |
Turnover %[1] | 60% |
Turnover Alt %[2] | 23.74% |
Time Held Top 20 | 1.6 quarters |
Time Held Top 10 | 1.6 quarters |
Time Held All | 1.6 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data

2024-09-30
Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30