Casdin Capital’s Disc Medicine IRON Stock Holding History

Casdin Capital’s Portfolio IRON Stock Details IRON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.75M	Hold	65,000	–	–	0.24%	33
2026 Q1	$4.16M	Buy	+65,000	New	+$4.51M	0.31%	29

Other funds holding IRON

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

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

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

AVLSA

Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Casdin Capital's IRON Position: Q2 2026 in Review

Casdin Capital held its Disc Medicine (IRON) position steady in Q2 2026 at 65,000 shares worth $4.75M. The position accounts for 0.24% of the portfolio, ranked #33.

Casdin Capital first reported a position in IRON in Q1 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

Casdin Capital held 65,000 shares of Disc Medicine worth $4.75M as of Q2 2026.
Casdin Capital left its Disc Medicine share count unchanged in Q2 2026.
Disc Medicine made up 0.24% of Casdin Capital's portfolio in Q2 2026, its #33 holding.
Casdin Capital first reported a position in Disc Medicine in Q1 2026 and has held it in 2 quarters since.
216 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

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