Darwin Global Management, Ltd.

Q1 2025 13F-HR Holdings

Location
St. Helier, Y9
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
3
Total value ($000)
$1,463,070
Net value change ($000)
+407,301 (38.6%)
New positions
1
Sold out positions
4
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INSM 306,092 34.2%
VRNA 208,348 553.6%
ALLO 16,197 NEW
Top Reduces (Value $000, Stocks/ETFs)
JAZZ -59,668 -100.0%
GERN -33,877 -100.0%
KROS -26,707 -100.0%
NRIX -3,084 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type