Casdin Capital’s 4D Molecular Therapeutics FDMT Stock Holding History

Casdin Capital’s Portfolio FDMT Stock Details FDMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,150,000	Closed	-$6.41M	–	45
2024 Q4	$6.41M	Hold	1,150,000	–	–	0.43%	26
2024 Q3	$12.4M	Buy	1,150,000 +350,000	+44%	+$5.81M	0.83%	21
2024 Q2	$16.8M	Hold	800,000	–	–	1.28%	18
2024 Q1	$25.5M	Sell	800,000 -233,811	-23%	-$5.97M	1.89%	18
2023 Q4	$20.9M	Hold	1,033,811	–	–	2.06%	15
2023 Q3	$13.2M	Sell	1,033,811 -36,189	-3%	-$605K	1.46%	19
2023 Q2	$19.3M	Hold	1,070,000	–	–	1.69%	20
2023 Q1	$18.4M	Buy	1,070,000 +440,000	+70%	+$8.56M	1.52%	20
2022 Q4	$14M	Buy	+630,000	New	+$9.73M	1.08%	26
2022 Q3	–	Sell	-555,455	Closed	-$3.88M	–	39
2022 Q2	$3.88M	Hold	555,455	–	–	0.33%	33
2022 Q1	$8.4M	Hold	555,455	–	–	0.38%	39
2021 Q4	$12.2M	Sell	555,455 -560,000	-50%	-$13.7M	0.34%	42
2021 Q3	$30.1M	Sell	1,115,455 -100	-0%	-$2.85K	0.75%	34
2021 Q2	$26.9M	Buy	1,115,555 +120,201	+12%	+$3.68M	0.68%	33
2021 Q1	$43.2M	Buy	995,354 +214,799	+28%	+$9.51M	1.29%	21
2020 Q4	$32.4M	Buy	+780,555	New	+$32.2M	0.96%	27

Other funds holding FDMT

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

NHAS

Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Casdin Capital's FDMT Position: Q1 2025 in Review

Casdin Capital sold out of 4D Molecular Therapeutics (FDMT) in Q1 2025, closing a stake of 1,150,000 shares — an estimated $6.41M sold.

Casdin Capital first reported a position in FDMT in Q4 2020 and held it in 16 quarters. The position peaked at $43.2M in Q1 2021. 125 funds tracked by Wall St. Rank hold FDMT as of Q1 2025.

Casdin Capital reported no remaining 4D Molecular Therapeutics position as of Q1 2025 after selling out during the quarter.
Casdin Capital sold 1,150,000 4D Molecular Therapeutics shares in Q1 2025, an estimated $6.41M.
Casdin Capital first reported a position in 4D Molecular Therapeutics in Q4 2020 and held it in 16 quarters.
Casdin Capital's 4D Molecular Therapeutics position peaked at $43.2M in Q1 2021.
125 funds tracked by Wall St. Rank held 4D Molecular Therapeutics as of Q1 2025.

Based on Casdin Capital's 13F filing for Q1 2025, filed 15 May 2025.