Darwin Global Management, LTD.
Darwin Global Management, Ltd. is a hedge fund manager headquartered in St. Helier, Jersey. It primarily advises pooled investment vehicles and manages master and feeder hedge funds focused on global equities. The firm files with the SEC as an investment adviser (CIK: 0001839209, CRD: 312512). Employee count is not publicly disclosed, but as a boutique offshore hedge fund it typically employs a small team of professionals. Darwin serves institutional investors, primarily through its flagship Darwin Global Master Fund Ltd.
Investment Strategy
Darwin Global Management, Ltd. manages hedge funds focused on public equities with a global orientation, often concentrating on the healthcare, biotechnology, and pharmaceutical sectors. The firm employs a long/short equity strategy, leveraging deep fundamental research to invest in both long positions and short exposures within its sectors of expertise. Its philosophy centers on generating absolute returns for institutional clients by identifying mispriced assets and corporate catalysts across developed markets.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I INSM | INSMED INC | 80.75% | $1.92B | 19,344,621 | $77.33 | $100.64 | +$723.7M |
V VRNA | VERONA PHARMA PLC | 16.26% | $387.4M | 4,129,618 | $61.70 | $94.58 | +$141.5M |
C CDTX | CIDARA THERAPEUTICS INC | 1.59% | $38.0M | 768,424 | $48.71 | $48.71 | +$38.0M |
M MRUS | MERUS N V | 0.88% | $21.0M | 395,738 | $52.60 | $52.60 | +$21.0M |
A ALLO | ALLOGENE THERAPEUTICS INC | 0.52% | $12.4M | 10,479,791 | $1.46 | $1.13 | -$3.8M |