Casdin Capital’s Beam Therapeutics BEAM Stock Holding History

Casdin Capital’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.3M	Hold	1,350,000	–	–	2.32%	10
2026 Q1	$32.2M	Sell	1,350,000 -250,000	-16%	-$6.94M	2.44%	10
2025 Q4	$44.4M	Hold	1,600,000	–	–	2.75%	9
2025 Q3	$38.8M	Buy	1,600,000 +150,000	+10%	+$2.98M	3.24%	9
2025 Q2	$24.7M	Buy	1,450,000 +24,438	+2%	+$426K	2.25%	11
2025 Q1	$27.8M	Buy	1,425,562 +175,562	+14%	+$4.6M	2.28%	10
2024 Q4	$31M	Buy	1,250,000 +475,000	+61%	+$12.1M	2.06%	12
2024 Q3	$19M	Buy	775,000 +100,000	+15%	+$2.58M	1.27%	19
2024 Q2	$15.8M	Hold	675,000	–	–	1.21%	19
2024 Q1	$22.3M	Buy	675,000 +147,000	+28%	+$4.58M	1.66%	19
2023 Q4	$14.4M	Sell	528,000 -42,000	-7%	-$1.04M	1.41%	17
2023 Q3	$13.7M	Hold	570,000	–	–	1.52%	18
2023 Q2	$18.2M	Hold	570,000	–	–	1.59%	22
2023 Q1	$17.5M	Buy	570,000 +200,000	+54%	+$7.89M	1.44%	21
2022 Q4	$14.5M	Hold	370,000	–	–	1.12%	25
2022 Q3	$17.6M	Sell	370,000 -5,000	-1%	-$285K	1.16%	17
2022 Q2	$14.5M	Sell	375,000 -443,820	-54%	-$17.6M	1.23%	22
2022 Q1	$46.9M	Hold	818,820	–	–	2.1%	18
2021 Q4	$65.3M	Hold	818,820	–	–	1.84%	19
2021 Q3	$71.2M	Hold	818,820	–	–	1.77%	23
2021 Q2	$105M	Hold	818,820	–	–	2.68%	14
2021 Q1	$65.5M	Buy	818,820 +358,820	+78%	+$34.1M	1.95%	16
2020 Q4	$37.6M	Buy	+460,000	New	+$22.6M	1.11%	25

Other funds holding BEAM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Casdin Capital's BEAM Position: Q2 2026 in Review

Casdin Capital held its Beam Therapeutics (BEAM) position steady in Q2 2026 at 1,350,000 shares worth $46.3M. The position accounts for 2.32% of the portfolio, ranked #10.

Casdin Capital first reported a position in BEAM in Q4 2020 and has held it in 23 quarters since. The position peaked at $105M in Q2 2021. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Casdin Capital held 1,350,000 shares of Beam Therapeutics worth $46.3M as of Q2 2026.
Casdin Capital left its Beam Therapeutics share count unchanged in Q2 2026.
Beam Therapeutics made up 2.32% of Casdin Capital's portfolio in Q2 2026, its #10 holding.
Casdin Capital first reported a position in Beam Therapeutics in Q4 2020 and has held it in 23 quarters since.
Casdin Capital's Beam Therapeutics position peaked at $105M in Q2 2021.
277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Casdin Capital's 13F filing for Q2 2026, filed 14 Aug 2026.