13F HOLDINGS REPORT
Darwin Global Management, Ltd.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001892688-25-000159
Total Value
$2.38B
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INSMED INC | INSM | 19,344,621 | $1.92B | 80.75% |
| 2 | VERONA PHARMA PLC | 925050106 | 4,129,618 | $387.4M | 16.26% |
| 3 | CIDARA THERAPEUTICS INC | 171757206 | 768,424 | $38.0M | 1.59% |
| 4 | MERUS N V | N5749R100 | 395,738 | $21.0M | 0.88% |
| 5 | ALLOGENE THERAPEUTICS INC | ALLO | 10,479,791 | $12.4M | 0.52% |