DGM

Darwin Global Management Portfolio holdings

AUM $4.94B
1-Year Est. Return 382.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+382.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.6B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$194M
3
+$136M
4
CDTX
Cidara Therapeutics
CDTX
+$14.6M
5
QURE icon
uniQure
QURE
+$7.26M

Top Sells

1
+$387M
2
+$21M
3
+$12.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSM icon
1
Insmed
INSM
$31.2B
$2.9B 80.54%
20,457,445
+1,112,824
UTHR icon
2
United Therapeutics
UTHR
$22.1B
$318M 8.83%
+748,550
ABVX
3
Abivax
ABVX
$8.94B
$264M 7.33%
+3,164,501
CDTX
4
DELISTED
Cidara Therapeutics
CDTX
$95M 2.64%
997,196
+228,772
QURE icon
5
uniQure
QURE
$654M
$23.8M 0.66%
+400,000
ALLO icon
6
Allogene Therapeutics
ALLO
$596M
– –
-10,479,791
MRUS
7
DELISTED
Merus
MRUS
– –
-395,738
VRNA
8
DELISTED
Verona Pharma
VRNA
– –
-4,129,618