DGM

Darwin Global Management Portfolio holdings

AUM $3.6B
1-Year Est. Return 223.14%
This Quarter Est. Return
1 Year Est. Return
+223.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$264M
3
+$158M
4
QURE icon
uniQure
QURE
+$23.8M
5
CDTX icon
Cidara Therapeutics
CDTX
+$21.8M

Top Sells

1
+$387M
2
+$21M
3
+$12.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
1
Insmed
INSM
$45.1B
$2.9B 80.54%
20,457,445
+1,112,824
UTHR icon
2
United Therapeutics
UTHR
$20.7B
$318M 8.83%
+748,550
ABVX
3
Abivax
ABVX
$9.34B
$264M 7.33%
+3,164,501
CDTX icon
4
Cidara Therapeutics
CDTX
$6.91B
$95M 2.64%
997,196
+228,772
QURE icon
5
uniQure
QURE
$1.66B
$23.8M 0.66%
+400,000
VRNA
6
DELISTED
Verona Pharma
VRNA
– –
-4,129,618
ALLO icon
7
Allogene Therapeutics
ALLO
$308M
– –
-10,479,791
MRUS icon
8
Merus
MRUS
$7.28B
– –
-395,738