SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Darwin Global Management, Ltd.

CIK 0001839209 · WHITELEY CHAMBERS, DON STREET, ST. HELIER, Y9, JE2 4TR · (212) 729-7524

Reported Value
$1.1B
Q4 2024
Positions
6
Filings on Record
22
2019–present window
Filed
Feb 14, 2025
original filing

Summary

Darwin Global Management, Ltd. reported $1.1B in U.S.-listed holdings across 6 positions for Q4 2024.

The portfolio is heavily concentrated: IM8N alone accounts for 84.8% of reported value.

Compared with Q3 2024, the fund opened 3 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $358MQ4 ’20Q1 ’21: $511MQ2 ’21: $620MQ3 ’21: $543MQ3 ’21Q4 ’21: $655MQ1 ’22: $110MQ2 ’22: $188MQ2 ’22Q3 ’22: $66MQ4 ’22: $160.6BQ1 ’23: $366MQ1 ’23Q2 ’23: $612MQ3 ’23: $284MQ4 ’23: $509MQ4 ’23Q1 ’24: $751MQ2 ’24: $859MQ3 ’24: $1.2BQ3 ’24Q4 ’24: $1.1BQ1 ’25: $1.5BQ2 ’25: $2.4BQ2 ’25Q3 ’25: $3.6BQ4 ’25: $4.9BQ1 ’26: $3.8BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 90.8%Other: 5.7%ADR: 3.6%
  • Common Stock · 90.8% · $958M
  • Other · 5.7% · $60M
  • ADR · 3.6% · $38M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.8B6May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.9B6Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.6B5Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.4B5Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.5B3May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B6Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.2B5Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$859M9Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$751M12May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$509M8Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$284M3Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$612M3Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$366M4May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$160.6B4Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$66M2Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$188M1Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$110M1May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$655M13Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$543M12Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$620M12Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$511M12May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$358M12Feb 16, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.