DARWIN GLOBAL MANAGEMENT LTD
Q4 2023 Form 13-F
ST. HELIER
CIK 0001839209
· CRD 312512
· Exempt reporting adviser
$509.5M Reported Value Total
DARWIN GLOBAL MANAGEMENT, LTD. reports under management (AUM).
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Exempt Reporting Adviser
Source: Form ADV filed 2026-03-30
Reported value
$509.5M
Quarter over quarter
0.0%
Holdings
8
Top-10 concentration
100.0%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Sarah Monime
CHIEF COMPLIANCE OFFICER
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $509.5M |
| Positions | 8 |
| Change in reported value | +79.3% |
| New positions | 8 |
| Exited positions | 3 |
| Position turnover | 100.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
5 | $3.8B |
|
Q1 2026 13F
Filed May 15, 2026
|
6 | $3.8B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
6 | $4.9B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
5 | $3.6B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
5 | $2.4B |
|
Q1 2025 13F
Filed May 15, 2025
|
3 | $1.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
6 | $1.1B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
5 | $1.2B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
9 | $859.5M |
|
Q1 2024 13F
Filed May 15, 2024
|
12 | $751.2M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
8 | $509.5M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
3 | $284.2M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
3 | $611.7M |
|
Q1 2023 13F
Filed May 15, 2023
|
4 | $365.6M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
4 | $160.6M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
2 | $66.4M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
1 | $188.2M |
|
Q1 2022 13F
Filed May 16, 2022
|
1 | $110.2M |
|
Q4 2021 13F
Filed Feb 14, 2022
|
13 | $654.6M |
|
Q3 2021 13F
Filed Nov 15, 2021
|
12 | $543.3M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 8 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AMAM AMBRX BIOPHARMA INC | $237.6M | 46.64% |
| 2 | TGTX TG THERAPEUTICS INC | $69.1M | 13.57% |
| 3 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | $62.8M | 12.32% |
| 4 | CYTK CYTOKINETICS INC | $50.1M | 9.83% |
| 5 | KROS KEROS THERAPEUTICS INC | $42.2M | 8.28% |
| 6 | PCVX VAXCYTE INC | $36.4M | 7.15% |
| 7 | SWTX SPRINGWORKS THERAPEUTICS INC | $7.0M | 1.38% |
| 8 | NUVL NUVALENT INC | $4.2M | 0.83% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.