$284 Million is the total value of Darwin Global Management, Ltd.'s 3 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMAM | AMBRX BIOPHARMA INCsponsored ads | $191,919,314 | -30.1% | 16,688,636 | 0.0% | 67.54% | +50.4% | |
| IMVT | New | IMMUNOVANT INC | $69,807,263 | – | 1,818,371 | +100.0% | 24.57% | – |
| ARGX | Sell | ARGENX SEsponsored adr | $22,425,702 | -78.9% | 45,615 | -83.3% | 7.89% | -54.7% |
| TGTX | Exit | TG THERAPEUTICS INC | $0 | – | -9,278,439 | -100.0% | -37.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Signatures
The EDGAR filing(s) were signed by:
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.