Latest Darwin Global Management, Ltd. Stock Portfolio
$509Million
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Darwin Global Management, Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Darwin Global Management, Ltd. reported an equity portfolio of $509.5 Millions as of 31 Dec, 2023.
The top stock holdings of Darwin Global Management, Ltd. are AMAM, TGTX, MLTX. The fund has invested 46.6% of it's portfolio in AMBRX BIOPHARMA INC and 13.6% of portfolio in TG THERAPEUTICS INC.
The fund managers got completely rid off AMBRX BIOPHARMA INC (AMAM), IMMUNOVANT INC (IMVT) and ARGENX SE (ARGX) stocks. Darwin Global Management, Ltd. opened new stock positions in AMBRX BIOPHARMA INC (AMAM), TG THERAPEUTICS INC (TGTX) and MOONLAKE IMMUNOTHERAPEUTICS (MLTX).
The top stock holdings of Darwin Global Management, Ltd. are AMAM, TGTX, MLTX. The fund has invested 46.6% of it's portfolio in AMBRX BIOPHARMA INC and 13.6% of portfolio in TG THERAPEUTICS INC.
The fund managers got completely rid off AMBRX BIOPHARMA INC (AMAM), IMMUNOVANT INC (IMVT) and ARGENX SE (ARGX) stocks. Darwin Global Management, Ltd. opened new stock positions in AMBRX BIOPHARMA INC (AMAM), TG THERAPEUTICS INC (TGTX) and MOONLAKE IMMUNOTHERAPEUTICS (MLTX).
New Buys
| Ticker | $ Bought |
|---|---|
| AMBRX BIOPHARMA INC | 237,646,000 |
| TG THERAPEUTICS INC | 69,115,900 |
| MOONLAKE IMMUNOTHERAPEUTICS | 62,762,700 |
| CYTOKINETICS INC | 50,094,000 |
| KEROS THERAPEUTICS INC | 42,162,600 |
| VAXCYTE INC | 36,421,400 |
| SPRINGWORKS THERAPEUTICS INC | 7,034,790 |
| NUVALENT INC | 4,246,000 |
New stocks bought by Darwin Global Management, Ltd.
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| AMBRX BIOPHARMA INC | -191,919,000 |
| IMMUNOVANT INC | -69,807,300 |
| ARGENX SE | -22,425,700 |
Darwin Global Management, Ltd. got rid off the above stocks
Current Stock Holdings of Darwin Global Management, Ltd.
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMAM | AMBRX BIOPHARMA INC | 46.65 | 16,688,600 | 237,646,000 | NEW | ||
| AMAM | AMBRX BIOPHARMA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ARGX | ARGENX SE | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CYTK | CYTOKINETICS INC | 9.83 | 600,000 | 50,094,000 | NEW | ||
| IMVT | IMMUNOVANT INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| KROS | KEROS THERAPEUTICS INC | 8.28 | 1,060,430 | 42,162,600 | NEW | ||
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | 12.32 | 1,039,290 | 62,762,700 | NEW | ||
| NUVL | NUVALENT INC | 0.83 | 57,698 | 4,246,000 | NEW | ||
| PCVX | VAXCYTE INC | 7.15 | 579,959 | 36,421,400 | NEW | ||
| SWTX | SPRINGWORKS THERAPEUTICS INC | 1.38 | 192,734 | 7,034,790 | NEW | ||
| TGTX | TG THERAPEUTICS INC | 13.57 | 4,046,600 | 69,115,900 | NEW |