DGM

Darwin Global Management Portfolio holdings

AUM $4.94B
1-Year Est. Return 382.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+382.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.94B
AUM Growth
+$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$359M
2
+$86.8M
3
+$74.2M
4
CAPR icon
Capricor Therapeutics
CAPR
+$10.4M
5
ABVX
Abivax
ABVX
+$1.53M

Top Sells

1
+$318M
2
+$23.8M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
1
Insmed
INSM
$31.2B
$3.64B 73.78%
20,933,277
+475,832
BLTE
2
Belite Bio
BLTE
$6.66B
$487M 9.86%
+3,027,704
ABVX
3
Abivax
ABVX
$8.94B
$440M 8.9%
3,178,501
+14,000
CDTX
4
DELISTED
Cidara Therapeutics
CDTX
$220M 4.46%
997,196
WVE icon
5
Wave Life Sciences
WVE
$2.57B
$125M 2.53%
+7,298,421
CAPR icon
6
Capricor Therapeutics
CAPR
$1.46B
$23.2M 0.47%
+800,000
QURE icon
7
uniQure
QURE
$654M
– –
-400,000
UTHR icon
8
United Therapeutics
UTHR
$22.1B
– –
-748,550