Darwin Global Management, Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| INSMED INC(INSM) | 19,344,621 | 20,457,445 | +1,112,824 | 1,924,596,343 | 2,897,797,084 | 80.54% | +973,200,741 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 748,550 | +748,550 | 0 | 317,617,251 | 8.83% | +317,617,251 |
| ABIVAX SA(ABVX) | 0 | 3,164,501 | +3,164,501 | 0 | 263,697,868 | 7.33% | +263,697,868 |
| CIDARA THERAPEUTICS INC | 768,424 | 997,196 | +228,772 | 37,998,567 | 94,992,891 | 2.64% | +56,994,324 |
| UNIQURE NV(QURE) | 0 | 400,000 | +400,000 | 0 | 23,760,000 | 0.66% | +23,760,000 |
| ALLOGENE THERAPEUTICS INC | 10,479,791 | 0 | -10,479,791 | 12,366,153 | 0 | — | -12,366,153 |
| MERUS N V | 395,738 | 0 | -395,738 | 20,970,157 | 0 | — | -20,970,157 |
| VERONA PHARMA PLC | 4,129,618 | 0 | -4,129,618 | 387,440,761 | 0 | — | -387,440,761 |