DGM

Darwin Global Management Portfolio holdings

AUM $2.38B
1-Year Est. Return 81.43%
This Quarter Est. Return
1 Year Est. Return
+81.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1 +$120M
2 +$86.6M
3 +$57.3M
4
BBIO icon
BridgeBio Pharma
BBIO
+$47.1M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$120M 33.5%
+938,490
2
$86.6M 24.18%
+952,847
3
$57.3M 15.99%
+260,876
4
$47.1M 13.15%
+662,958
5
$19.6M 5.47%
+114,900
6
$9.2M 2.57%
+199,269
7
$7.57M 2.11%
+228,595
8
$5.59M 1.56%
+19,719
9
$2.99M 0.83%
+35,200
10
$1.21M 0.34%
+36,534
11
$718K 0.2%
+61,313
12
$372K 0.1%
+6,000