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CIK: 0001839209
Total reported value
$3.8B
$3.8B
5 檔
95.7%
According to the latest 13F quarterly dataset, Darwin Global Management, Ltd. managed an equity portfolio of $3.8B at the end of Q3 2025, spanning 5 distinct U.S. exchange-listed positions.
In Q3 2025, Darwin Global Management, Ltd. displayed an active expansion posture, initiating 4 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | Stock-Healthcare | 80.54% | -50.42% | +5.75% | |
| 2 | UTHR | United Therapeutics CORP | Stock-Healthcare | 8.83% | — | — | |
| 3 | ABVX | Abivax Sa-adr | Stock-Other | 7.33% | -0.08% | — | |
| 4 | CDTX | Cidara Therapeutics Inc | Stock-Other | 2.64% | — | +29.77% | |
| 5 | QURE | uniQure N.V. | Stock-Other | 0.66% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | -1.5% | +5.75% | Add |
| 2 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 3 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 4 | VRNA | Verona Pharma PLC - Adr | — | EXIT | Sold out |
| 5 | CDTX | Cidara Therapeutics Inc | — | NEW | New buy |
| 6 | QURE | uniQure N.V. | — | NEW | New buy |
| 7 | ALLO | Allogene Therapeutics Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Darwin Global Management, Ltd. reported a total U.S. public equity portfolio value of $3.8B across 5 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including INSM, UTHR, ABVX) accounted for 95.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
UTHR
市值: $317.6M
Top Position Liquidated / Trimmed
VRNA
前期市值: $246.0M
During Q3 2025, Darwin Global Management, Ltd.'s top holdings by market value included INSM (80.5%)、UTHR (8.8%)、ABVX (7.3%). The largest single position, INSM, represented 80.5% of total portfolio value.
In Q3 2025, Darwin Global Management, Ltd. made 7 total portfolio adjustments, initiating 4 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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