DGM
Darwin Global Management Portfolio holdings
AUM
$2.38B
This Quarter Return
+57.34%
1 Year Return
+81.43%
3 Year Return
+6,053.69%
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
–
Cap. Flow
+$358M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
99.7%
Holding
12
New
12
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
XLRN
Acceleron Pharma Inc.
XLRN
|
$120M |
| 2 |
Fate Therapeutics
FATE
|
$86.6M |
| 3 |
MRTX
Mirati Therapeutics, Inc. Common Stock
MRTX
|
$57.3M |
| 4 |
BridgeBio Pharma
BBIO
|
$47.1M |
| 5 |
Sarepta Therapeutics
SRPT
|
$19.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
XLRN
1
DELISTED
Acceleron Pharma Inc.
XLRN
| $120M | 33.5% |
+938,490
| New | +$120M |
|
|
2
Fate Therapeutics
FATE
$120M
| $86.6M | 24.18% |
+952,847
| New | +$86.6M |
|
|
MRTX
3
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $57.3M | 15.99% |
+260,876
| New | +$57.3M |
|
|
4
BridgeBio Pharma
BBIO
$9.89B
| $47.1M | 13.15% |
+662,958
| New | +$47.1M |
|
|
5
Sarepta Therapeutics
SRPT
$1.78B
| $19.6M | 5.47% |
+114,900
| New | +$19.6M |
|
6
Immunovant
IMVT
$2.56B
| $9.2M | 2.57% |
+199,269
| New | +$9.2M |
|
7
C4 Therapeutics
CCCC
$185M
| $7.57M | 2.11% |
+228,595
| New | +$7.57M |
|
8
Generation Bio
GBIO
$40.4M
| $5.59M | 1.56% |
+197,191
| New | +$5.59M |
|
9
Arvinas
ARVN
$568M
| $2.99M | 0.83% |
+35,200
| New | +$2.99M |
|
|
INBX
10
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $1.21M | 0.34% |
+36,534
| New | +$1.21M |
|
11
Fulcrum Therapeutics
FULC
$351M
| $718K | 0.2% |
+61,313
| New | +$718K |
|
12
Stoke Therapeutics
STOK
$1.08B
| $372K | 0.1% |
+6,000
| New | +$372K |
|