Darwin Global Management, Ltd. Quant / Systematic

CIK: 0001839209 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $1,055,769 (100.0% shares, 0.0% debt)

Holdings (6)

INSM INSMED INC 84.8%

Value ($000) $894,796 Shares 12,960,538 Est. Cost $63.89 Unrealized +12.7%

JAZZ JAZZ PHARMACEUTICALS PLC 5.7%

Value ($000) $59,668 Shares 484,515 Est. Cost $117.86 Unrealized 0.0%

— VERONA PHARMA PLC 3.6%

Value ($000) $37,637 Shares 810,449 Est. Cost $46.44 Unrealized —

GERN GERON CORP 3.2%

Value ($000) $33,877 Shares 9,569,835 Est. Cost $3.90 Unrealized +2.5%

KROS KEROS THERAPEUTICS INC 2.5%

Value ($000) $26,707 Shares 1,687,135 Est. Cost $40.75 Unrealized +27.5%

NRIX NURIX THERAPEUTICS INC 0.3%

Value ($000) $3,084 Shares 163,681 Est. Cost $22.92 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
INSM	INSMED INC	12,960,538	$894,796	84.8%	$63.89	+12.7%	COM PAR $.01	457669307
JAZZ	JAZZ PHARMACEUTICALS PLC	484,515	$59,668	5.7%	$117.86	0.0%	SHS USD	G50871105
—	VERONA PHARMA PLC	810,449	$37,637	3.6%	$46.44	—	SPONSORED ADS	925050106
GERN	GERON CORP	9,569,835	$33,877	3.2%	$3.90	+2.5%	COM	374163103
KROS	KEROS THERAPEUTICS INC	1,687,135	$26,707	2.5%	$40.75	+27.5%	COM	492327101
NRIX	NURIX THERAPEUTICS INC	163,681	$3,084	0.3%	$22.92	0.0%	COM	67080M103