DGM
Darwin Global Management Portfolio holdings
AUM
$2.38B
This Quarter Return
+14.44%
1 Year Return
+81.43%
3 Year Return
+6,053.69%
5 Year Return
–
10 Year Return
–
AUM
$1.46B
AUM Growth
+$1.46B
(+39%)
Cap. Flow
+$278M
Cap. Flow
% of AUM
19.01%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
2
Reduced
–
Closed
4
Top Buys
| 1 |
VRNA
Verona Pharma
VRNA
|
$195M |
| 2 |
Insmed
INSM
|
$190M |
| 3 |
Allogene Therapeutics
ALLO
|
$16.2M |
Top Sells
| 1 |
Jazz Pharmaceuticals
JAZZ
|
$59.7M |
| 2 |
Geron
GERN
|
$33.9M |
| 3 |
Keros Therapeutics
KROS
|
$26.7M |
| 4 |
Nurix Therapeutics
NRIX
|
$3.08M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Insmed
INSM
$28.8B
| $1.2B | 82.08% | 15,397,975 +2,437,437 | +19% | +$190M |
|
|
VRNA
2
Verona Pharma
VRNA
$9.16B
| $246M | 16.81% | 3,923,204 +3,112,755 | +384% | +$195M |
|
|
3
Allogene Therapeutics
ALLO
$251M
| $16.2M | 1.11% | +10,449,791 | New | +$16.2M |
|
|
4
Jazz Pharmaceuticals
JAZZ
$7.75B
| – | – | -484,515 | Closed | -$59.7M |
|
|
5
Keros Therapeutics
KROS
$618M
| – | – | -1,687,135 | Closed | -$26.7M |
|
|
6
Nurix Therapeutics
NRIX
$714M
| – | – | -163,681 | Closed | -$3.08M |
|
|
7
Geron
GERN
$893M
| – | – | -9,569,835 | Closed | -$33.9M |
|