CC
BEAM icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Casdin Capital's BEAM Position: Q1 2026 in Review

Casdin Capital reduced its Beam Therapeutics (BEAM) stake by 16% in Q1 2026, selling an estimated $6.94M and leaving 1,350,000 shares worth $32.2M. The position accounts for 2.44% of the portfolio, ranked #10.

Casdin Capital first reported a position in BEAM in Q4 2020 and has held it in 22 quarters since. The position peaked at $105M in Q2 2021. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Casdin Capital held 1,350,000 shares of Beam Therapeutics worth $32.2M as of Q1 2026.
  • Casdin Capital sold 250,000 Beam Therapeutics shares in Q1 2026, an estimated $6.94M.
  • Beam Therapeutics made up 2.44% of Casdin Capital's portfolio in Q1 2026, its #10 holding.
  • Casdin Capital first reported a position in Beam Therapeutics in Q4 2020 and has held it in 22 quarters since.
  • Casdin Capital's Beam Therapeutics position peaked at $105M in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Casdin Capital's 13F filing for Q1 2026, filed 15 May 2026.