DGM
Darwin Global Management Portfolio holdings
AUM
$2.38B
This Quarter Return
+35.85%
1 Year Return
+81.43%
3 Year Return
+6,053.69%
5 Year Return
–
10 Year Return
–
AUM
$2.38B
AUM Growth
+$2.38B
(+63%)
Cap. Flow
+$471M
Cap. Flow
% of AUM
19.76%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
2
Increased
3
Reduced
–
Closed
–
Top Buys
| 1 |
Insmed
INSM
|
$393M |
| 2 |
Cidara Therapeutics
CDTX
|
$38M |
| 3 |
Merus
MRUS
|
$21M |
| 4 |
VRNA
Verona Pharma
VRNA
|
$19.4M |
| 5 |
Allogene Therapeutics
ALLO
|
$35.4K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Insmed
INSM
$30.3B
| $1.92B | 80.75% |
19,344,621
+3,946,646
| +26% | +$393M |
|
|
VRNA
2
Verona Pharma
VRNA
$9.18B
| $387M | 16.26% |
4,129,618
+206,414
| +5% | +$19.4M |
|
|
3
Cidara Therapeutics
CDTX
$1.61B
| $38M | 1.59% |
+768,424
| New | +$38M |
|
|
4
Merus
MRUS
$5.04B
| $21M | 0.88% |
+395,738
| New | +$21M |
|
|
5
Allogene Therapeutics
ALLO
$249M
| $12.4M | 0.52% |
10,479,791
+30,000
| +0.3% | +$35.4K |
|