Darwin Global Management, Ltd. Quant / Systematic

Location: St. Helier, Jersey

CIK: 0001839209 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value: $2.383B (100.0% shares, 0.0% debt)

Holdings (5)

INSM INSMED INC 80.8%

Value $1.925B Shares 19,344,621 Est. Cost $68.05 Unrealized +12.4%

— VERONA PHARMA PLC 16.3%

Value $387M Shares 4,129,618 Est. Cost $61.06 Unrealized —

— CIDARA THERAPEUTICS INC 1.6%

Value $38M Shares 768,424 Est. Cost $49.45 Unrealized —

— MERUS N V 0.9%

Value $20.97M Shares 395,738 Est. Cost $52.99 Unrealized —

ALLO ALLOGENE THERAPEUTICS INC 0.5%

Value $12.37M Shares 10,479,791 Est. Cost $1.89 Unrealized -29.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INSM	INSMED INC	19,344,621	$1.925B	80.8%	$68.05	+12.4%	COM PAR $.01	457669307
—	VERONA PHARMA PLC	4,129,618	$387M	16.3%	$61.06	—	SPONSORED ADS	925050106
—	CIDARA THERAPEUTICS INC	768,424	$38M	1.6%	$49.45	—	COM NEW	171757206
—	MERUS N V	395,738	$20.97M	0.9%	$52.99	—	COM	N5749R100
ALLO	ALLOGENE THERAPEUTICS INC	10,479,791	$12.37M	0.5%	$1.89	-29.5%	COM	019770106