$358 Million is the total value of Darwin Global Management, Ltd.'s 12 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLRN | New | ACCELERON PHARMA INC | $120,070,000 | – | 938,490 | +100.0% | 33.50% | – |
| FATE | New | FATE THERAPEUTICS INC | $86,642,000 | – | 952,847 | +100.0% | 24.18% | – |
| MRTX | New | MIRATI THERAPEUTICS INC | $57,299,000 | – | 260,876 | +100.0% | 15.99% | – |
| BBIO | New | BRIDGEBIO PHARMA INC | $47,143,000 | – | 662,958 | +100.0% | 13.15% | – |
| SRPT | New | SAREPTA THERAPEUTICS INC | $19,589,000 | – | 114,900 | +100.0% | 5.47% | – |
| IMVT | New | IMMUNOVANT INC | $9,204,000 | – | 199,269 | +100.0% | 2.57% | – |
| CCCC | New | C4 THERAPEUTICS INC | $7,573,000 | – | 228,595 | +100.0% | 2.11% | – |
| GBIO | New | GENERATION BIO CO | $5,590,000 | – | 197,191 | +100.0% | 1.56% | – |
| ARVN | New | ARVINAS INC | $2,990,000 | – | 35,200 | +100.0% | 0.83% | – |
| INBX | New | INHIBRX INC | $1,205,000 | – | 36,534 | +100.0% | 0.34% | – |
| FULC | New | FULCRUM THERAPEUTICS INC | $718,000 | – | 61,313 | +100.0% | 0.20% | – |
| STOK | New | STOKE THERAPEUTICS INC | $372,000 | – | 6,000 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FATE THERAPEUTICS INC | 5 | Q4 2021 | 24.2% |
| KEROS THERAPEUTICS INC | 5 | Q1 2023 | 12.8% |
| INHIBRX INC | 5 | Q4 2021 | 3.9% |
| ACCELERON PHARMA INC | 4 | Q3 2021 | 63.4% |
| AMBRX BIOPHARMA INC | 4 | Q3 2023 | 67.5% |
| ARGENX SE | 4 | Q3 2023 | 70.2% |
| BRIDGEBIO PHARMA INC | 4 | Q3 2021 | 25.2% |
| FULCRUM THERAPEUTICS INC | 4 | Q4 2021 | 0.9% |
| ASTRAZENECA PLC | 3 | Q2 2022 | 100.0% |
| INTELLIA THERAPEUTICS INC | 3 | Q4 2021 | 48.6% |
View Darwin Global Management, Ltd.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 4 | 2023-06-28 |
| SC 13D/A | 2023-06-28 |
| SC 13D/A | 2023-05-25 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-04-03 |
View Darwin Global Management, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.