DGM
Darwin Global Management Portfolio holdings
AUM
$2.38B
This Quarter Return
+49.03%
1 Year Return
+81.43%
3 Year Return
+6,053.69%
5 Year Return
–
10 Year Return
–
AUM
$509M
AUM Growth
+$509M
(+79%)
Cap. Flow
+$180M
Cap. Flow
% of AUM
35.25%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
7
Increased
–
Reduced
–
Closed
2
Top Buys
| 1 |
TG Therapeutics
TGTX
|
$69.1M |
| 2 |
MoonLake Immunotherapeutics
MLTX
|
$62.8M |
| 3 |
Cytokinetics
CYTK
|
$50.1M |
| 4 |
Keros Therapeutics
KROS
|
$42.2M |
| 5 |
Vaxcyte
PCVX
|
$36.4M |
Top Sells
| 1 |
Immunovant
IMVT
|
$69.8M |
| 2 |
argenx
ARGX
|
$22.4M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AMAM
1
DELISTED
Ambrx Biopharma, Inc. Common Stock
AMAM
| $238M | 46.64% | 16,688,636 | – | – |
|
|
2
TG Therapeutics
TGTX
$4.65B
| $69.1M | 13.57% | +4,046,598 | New | +$69.1M |
|
|
3
MoonLake Immunotherapeutics
MLTX
$3.54B
| $62.8M | 12.32% | +1,039,289 | New | +$62.8M |
|
|
4
Cytokinetics
CYTK
$4.23B
| $50.1M | 9.83% | +600,000 | New | +$50.1M |
|
|
5
Keros Therapeutics
KROS
$618M
| $42.2M | 8.28% | +1,060,427 | New | +$42.2M |
|
|
6
Vaxcyte
PCVX
$4B
| $36.4M | 7.15% | +579,959 | New | +$36.4M |
|
|
SWTX
7
DELISTED
SpringWorks Therapeutics
SWTX
| $7.03M | 1.38% | +192,734 | New | +$7.03M |
|
8
Nuvalent
NUVL
$5.52B
| $4.25M | 0.83% | +57,698 | New | +$4.25M |
|
|
9
argenx
ARGX
$43.6B
| – | – | -45,615 | Closed | -$22.4M |
|
|
10
Immunovant
IMVT
$2.56B
| – | – | -1,818,371 | Closed | -$69.8M |
|