$161 Million is the total value of Darwin Global Management, Ltd.'s 4 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 300.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARGX | New | ARGENX SEsponsored adr | $112,778,070 | – | 297,701 | +100.0% | 70.21% | – |
| KROS | New | KEROS THERAPEUTICS INC | $20,578,107 | – | 428,532 | +100.0% | 12.81% | – |
| AMAM | New | AMBRX BIOPHARMA INCsponsored ads | $17,216,790 | – | 7,584,489 | +100.0% | 10.72% | – |
| RXDX | New | PROMETHEUS BIOSCIENCES INC | $10,051,690 | – | 91,379 | +100.0% | 6.26% | – |
| KRTX | Exit | KARUNA THERAPEUTICS INC | $0 | – | -77,768 | -100.0% | -26.34% | – |
| Exit | VENTYX BIOSCIENCES INC | $0 | – | -1,401,123 | -100.0% | -73.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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 | 2024-02-14 |
| 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 |
| 3 | 2023-03-08 |
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.