DGM

Darwin Global Management Portfolio holdings

AUM $3.77B
1-Year Est. Return 307.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+307.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.77B
AUM Growth
-$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$223M
2
+$175M
3
+$34.3M
4
BLTE
Belite Bio
BLTE
+$5M
5
DNTH icon
Dianthus Therapeutics
DNTH
+$1.01M

Top Sells

1
+$635M
2
+$220M
3
+$125M
4
CAPR icon
Capricor Therapeutics
CAPR
+$23.2M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
1
Insmed
INSM
$22.5B
$2.58B 68.33%
16,805,184
-4,128,093
BLTE
2
Belite Bio
BLTE
$5.43B
$456M 12.1%
3,057,412
+29,708
ABVX
3
Abivax
ABVX
$6.75B
$352M 9.34%
3,468,657
+290,156
RVMD icon
4
Revolution Medicines
RVMD
$32.8B
$205M 5.44%
+2,211,018
ROIV icon
5
Roivant Sciences
ROIV
$20.5B
$180M 4.76%
+6,797,300
DNTH icon
6
Dianthus Therapeutics
DNTH
$4.57B
$1.46M 0.04%
+17,357
CAPR icon
7
Capricor Therapeutics
CAPR
$1.59B
– –
-800,000
CDTX
8
DELISTED
Cidara Therapeutics
CDTX
– –
-997,196
WVE icon
9
Wave Life Sciences
WVE
$1.09B
– –
-7,298,421