Darwin Global Management, Ltd. Quant / Systematic

CIK: 0001839209 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $3,597,865 (100.0% shares, 0.0% debt)

Holdings (5)

INSM INSMED INC 80.5%

Value ($000) $2,897,797 Shares 20,457,445 Est. Cost $71.01 Unrealized +72.5%

UTHR UNITED THERAPEUTICS CORP DEL 8.8%

Value ($000) $317,617 Shares 748,550 Est. Cost $336.31 Unrealized 0.0%

ABVX ABIVAX SA 7.3%

Value ($000) $263,698 Shares 3,164,501 Est. Cost $83.33 Unrealized —

— CIDARA THERAPEUTICS INC 2.6%

Value ($000) $94,993 Shares 997,196 Est. Cost $59.96 Unrealized —

QURE UNIQURE NV 0.7%

Value ($000) $23,760 Shares 400,000 Est. Cost $18.16 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
INSM	INSMED INC	20,457,445	$2,897,797	80.5%	$71.01	+72.5%	COM PAR $.01	457669307
UTHR	UNITED THERAPEUTICS CORP DEL	748,550	$317,617	8.8%	$336.31	0.0%	COM	91307C102
ABVX	ABIVAX SA	3,164,501	$263,698	7.3%	$83.33	—	SPONSORED ADS	00370M103
—	CIDARA THERAPEUTICS INC	997,196	$94,993	2.6%	$59.96	—	COM NEW	171757206
QURE	UNIQURE NV	400,000	$23,760	0.7%	$18.16	0.0%	SHS	N90064101