13F HOLDINGS REPORT
Darwin Global Management, Ltd.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001892688-24-000066
Total Value
$751.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VAXCYTE INC | PCVX | 2,750,804 | $187.9M | 25.02% |
| 2 | NUVALENT INC | NUVL | 1,436,964 | $107.9M | 14.36% |
| 3 | KEROS THERAPEUTICS INC | KROS | 1,435,950 | $95.1M | 12.65% |
| 4 | BIOHAVEN LTD | BHVN | 1,476,974 | $80.8M | 10.75% |
| 5 | ALPINE IMMUNE SCIENCES INC | 02083G100 | 1,982,016 | $78.6M | 10.46% |
| 6 | BEAM THERAPEUTICS INC | BEAM | 2,119,598 | $70.0M | 9.32% |
| 7 | APOGEE THERAPEUTICS INC | APGE | 832,198 | $55.3M | 7.36% |
| 8 | XENCOR INC | XNCR | 1,109,650 | $24.6M | 3.27% |
| 9 | SPYRE THERAPEUTICS INC | SYRE | 473,200 | $17.9M | 2.39% |
| 10 | ELEVATION ONCOLOGY INC | 28623U101 | 2,332,928 | $12.0M | 1.59% |
| 11 | TOURMALINE BIO INC | 89157D105 | 465,000 | $10.6M | 1.42% |
| 12 | MERCK & CO INC | MRK | 79,600 | $10.5M | 1.40% |