Darwin Global Management, Ltd. - Q1 2023 holdings

$366 Million is the total value of Darwin Global Management, Ltd.'s 4 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 50.0% .

 Value Shares↓ Weighting
TGTX NewTG THERAPEUTICS INC$157,186,66510,451,241
+100.0%
42.99%
ARGX SellARGENX SEsponsored adr$106,259,071
-5.8%
285,198
-4.2%
29.06%
-58.6%
AMAM BuyAMBRX BIOPHARMA INCsponsored ads$100,836,791
+485.7%
11,304,573
+49.0%
27.58%
+157.3%
KROS SellKEROS THERAPEUTICS INC$1,340,182
-93.5%
31,386
-92.7%
0.37%
-97.1%
RXDX ExitPROMETHEUS BIOSCIENCES INC$0-91,379
-100.0%
-6.26%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
FATE THERAPEUTICS INC5Q4 202124.2%
KEROS THERAPEUTICS INC5Q1 202312.8%
INHIBRX INC5Q4 20213.9%
ACCELERON PHARMA INC4Q3 202163.4%
AMBRX BIOPHARMA INC4Q3 202367.5%
ARGENX SE4Q3 202370.2%
BRIDGEBIO PHARMA INC4Q3 202125.2%
FULCRUM THERAPEUTICS INC4Q4 20210.9%
ASTRAZENECA PLC3Q2 2022100.0%
INTELLIA THERAPEUTICS INC3Q4 202148.6%

View Darwin Global Management, Ltd.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G/A2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
42023-06-28
SC 13D/A2023-06-28
SC 13D/A2023-05-25
13F-HR2023-05-15
SC 13G2023-04-03
32023-03-08

View Darwin Global Management, Ltd.'s complete filings history.

Compare quarters

Export Darwin Global Management, Ltd.'s holdings