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Casdin Capital Portfolio holdings

AUM $1.32B
1-Year Est. Return 76.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$17.8M
3
+$17.5M
4
QGEN icon
Qiagen
QGEN
+$17M
5
PSNL icon
Personalis
PSNL
+$13.5M

Top Sells

1
+$72.1M
2
+$18.6M
3
+$16.5M
4
DXCM icon
DexCom
DXCM
+$11.6M
5
CI icon
Cigna
CI
+$11M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVMD icon
1
Revolution Medicines
RVMD
$34B
$251M 18.98%
2,577,333
WGS icon
2
GeneDx Holdings
WGS
$1.82B
$193M 14.62%
3,007,164
RLAY icon
3
Relay Therapeutics
RLAY
$3.28B
$143M 10.86%
14,418,574
+1,415,000
BLFS icon
4
BioLife Solutions
BLFS
$1.3B
$114M 8.61%
5,957,165
LAB icon
5
Standard BioTools
LAB
$326M
$81.6M 6.18%
88,783,856
ILMN icon
6
Illumina
ILMN
$25.3B
$65.3M 4.95%
530,000
-70,000
GPCR icon
7
Structure Therapeutics
GPCR
$3.06B
$56.6M 4.29%
1,175,000
TXG icon
8
10x Genomics
TXG
$4.09B
$48.3M 3.66%
2,275,000
+875,000
DNLI icon
9
Denali Therapeutics
DNLI
$3.48B
$35.3M 2.68%
1,840,000
BEAM icon
10
Beam Therapeutics
BEAM
$3.2B
$32.2M 2.44%
1,350,000
-250,000
GH icon
11
Guardant Health
GH
$17.2B
$29.1M 2.2%
315,000
-65,000
NGNE icon
12
Neurogene
NGNE
$472M
$28.6M 2.17%
1,420,361
+125,000
ALNY icon
13
Alnylam Pharmaceuticals
ALNY
$38.4B
$24.8M 1.88%
75,000
MAZE
14
Maze Therapeutics
MAZE
$1.34B
$22.7M 1.72%
758,857
SRRK icon
15
Scholar Rock
SRRK
$5.5B
$17.2M 1.3%
350,000
+90,000
AGMB
16
AgomAb Therapeutics NV
AGMB
$492M
$16.3M 1.23%
+1,550,000
HIMS icon
17
Hims & Hers Health
HIMS
$7.28B
$14.5M 1.1%
700,000
+315,000
TSHA icon
18
Taysha Gene Therapies
TSHA
$1.68B
$14.5M 1.1%
3,250,000
+1,750,000
QGEN icon
19
Qiagen
QGEN
$7.68B
$14.4M 1.09%
+360,000
TEM
20
Tempus AI
TEM
$9.08B
$13.3M 1.01%
294,127
SEPN
21
Septerna Inc
SEPN
$1.62B
$13.3M 1.01%
553,268
GRAL
22
GRAIL Inc
GRAL
$2.57B
$11.9M 0.9%
+230,000
PRME icon
23
Prime Medicine
PRME
$524M
$11M 0.83%
3,167,175
PSNL icon
24
Personalis
PSNL
$1.01B
$10.2M 0.77%
+1,600,000
DGX icon
25
Quest Diagnostics
DGX
$22.4B
$9.8M 0.74%
50,000
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