CC
Casdin Capital Portfolio holdings
AUM
$1.61B
1-Year Est. Return
69.26%
This Fund
S&P 500
1 Year Est. Return
+69.26%
AUM
$1.61B
AUM Growth
+$411M
(+34%)
Holding
39
Top Buys
| 1 | +$25M | |
| 2 | +$21.1M | |
| 3 | +$16M | |
| 4 |
Standard BioTools
LAB
|
+$15.1M |
| 5 |
Relay Therapeutics
RLAY
|
+$11.9M |
Top Sells
| 1 | +$50.4M | |
| 2 | +$19.6M | |
| 3 | +$15.5M | |
| 4 |
Exact Sciences
EXAS
|
+$4.92M |
| 5 |
Revolution Medicines
RVMD
|
+$4.59M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
GeneDx Holdings
WGS
$2.21B
| $391M | 24.29% |
3,007,164
|
|
||
|
2
Revolution Medicines
RVMD
$19.6B
| $205M | 12.75% |
2,577,333
-70,000
|
|
||
3
BioLife Solutions
BLFS
$937M
| $144M | 8.95% |
5,957,165
-750,000
|
|
||
|
4
Standard BioTools
LAB
$378M
| $114M | 7.06% |
88,783,856
+11,225,000
|
|
||
|
5
Relay Therapeutics
RLAY
$1.83B
| $110M | 6.83% |
13,003,574
+1,662,193
|
|
||
6
Structure Therapeutics
GPCR
$3.98B
| $81.7M | 5.08% |
1,175,000
-380,000
|
|
||
7
Illumina
ILMN
$18.5B
| $78.7M | 4.89% |
600,000
+75,000
|
|
||
|
RNAM
8
DELISTED
Avidity Biosciences
RNAM
| $72.1M | 4.48% |
1,000,000
-780,000
|
|
||
9
Beam Therapeutics
BEAM
$2.63B
| $44.4M | 2.75% |
1,600,000
|
|
||
10
Guardant Health
GH
$11.6B
| $38.8M | 2.41% |
380,000
+280,000
|
|
||
|
MAZE
11
Maze Therapeutics
MAZE
$2.42B
| $31.4M | 1.95% |
758,857
|
|
||
12
Denali Therapeutics
DNLI
$3.28B
| $30.4M | 1.89% |
1,840,000
+950,000
|
|
||
13
Alnylam Pharmaceuticals
ALNY
$42.5B
| $29.8M | 1.85% |
75,000
+20,000
|
|
||
14
Neurogene
NGNE
$327M
| $26.7M | 1.66% |
1,295,361
|
|
||
15
10x Genomics
TXG
$2.31B
| $22.8M | 1.42% |
+1,400,000
|
|
||
16
ARS Pharmaceuticals
SPRY
$879M
| $18.6M | 1.16% |
1,600,000
|
|
||
|
TEM
17
Tempus AI
TEM
$9.09B
| $17.4M | 1.08% |
294,127
|
|
||
18
UnitedHealth
UNH
$261B
| $16.5M | 1.03% |
50,000
+25,000
|
|
||
|
SEPN
19
Septerna Inc
SEPN
$1.13B
| $15.4M | 0.96% |
553,268
|
|
||
20
Hims & Hers Health
HIMS
$5.69B
| $12.5M | 0.78% |
385,000
+155,000
|
|
||
21
Veracyte
VCYT
$2.66B
| $11.6M | 0.72% |
276,308
|
|
||
22
DexCom
DXCM
$25.9B
| $11.6M | 0.72% |
+175,000
|
|
||
23
Scholar Rock
SRRK
$4.68B
| $11.5M | 0.71% |
+260,000
|
|
||
24
Cigna
CI
$69.4B
| $11M | 0.68% |
+40,000
|
|
||
25
Prime Medicine
PRME
$670M
| $11M | 0.68% |
3,167,175
|
|