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
$1.46B
AUM Growth
+$407M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$190M
3
+$16.2M

Top Sells

1
+$59.7M
2
+$33.9M
3
+$26.7M
4
NRIX icon
Nurix Therapeutics
NRIX
+$3.08M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
1
Insmed
INSM
$35B
$1.2B 82.08%
15,397,975
+2,437,437
VRNA
2
DELISTED
Verona Pharma
VRNA
$246M 16.81%
3,923,204
+3,112,755
ALLO icon
3
Allogene Therapeutics
ALLO
$273M
$16.2M 1.11%
+10,449,791
JAZZ icon
4
Jazz Pharmaceuticals
JAZZ
$8.25B
– –
-484,515
KROS icon
5
Keros Therapeutics
KROS
$421M
– –
-1,687,135
NRIX icon
6
Nurix Therapeutics
NRIX
$757M
– –
-163,681
GERN icon
7
Geron
GERN
$766M
– –
-9,569,835