Darwin Global Management, Ltd.
•CIK: 1839209•Filing: Q4 2025
Darwin Global Management, Ltd., led by founder and CEO John A. Overdeck, is known for its concentrated, long-term investment strategy, currently holding 73.8% of its assets in IMAX Corporation. The fund has recently increased its positions in CDTX and ABVX by 132% and 67%, respectively, while exiting UTH and DSECF, reflecting a focus on growth-oriented technology and healthcare sectors.
Total AUM
$4.9B
QoQ Performance
+37.3%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
INSM
BLTE
ABVX
INSM73.8%
BLTE9.9%
ABVX8.9%
CDTX4.5%
WVE2.5%
CAPR0.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑2 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022