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Casdin Capital’s Moderna MRNA Stock Holding History

Casdin Capital’s Portfolio MRNA Stock Details MRNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.81M Buy
+75,000
New +$3.5M 0.29% 30
2025
Q2 		– Sell
-225,000
Closed -$6.38M – 38
2025
Q1 		$6.38M Buy
225,000
+50,000
+29% +$1.77M 0.52% 27
2024
Q4 		$7.28M Buy
+175,000
New +$8.36M 0.48% 25
2023
Q1 		– Sell
-60,000
Closed -$10.8M – 46
2022
Q4 		$10.8M Buy
60,000
+27,500
+85% +$4.5M 0.84% 29
2022
Q3 		$3.84M Buy
+32,500
New +$4.93M 0.25% 30

Other funds holding MRNA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Casdin Capital's MRNA Position: Q1 2026 in Review

Casdin Capital opened a new position in Moderna (MRNA) in Q1 2026: 75,000 shares worth $3.81M. The stake represents 0.29% of the portfolio and ranks #30 among its holdings. This is a return to the name: Casdin Capital previously reported a position in MRNA as recently as Q1 2025.

Casdin Capital first reported a position in MRNA in Q3 2022 and has held it in 5 quarters since. The position peaked at $10.8M in Q4 2022. 723 funds tracked by Wall St. Rank hold MRNA as of Q1 2026.

  • Casdin Capital held 75,000 shares of Moderna worth $3.81M as of Q1 2026.
  • Moderna was a new Casdin Capital position in Q1 2026.
  • Moderna made up 0.29% of Casdin Capital's portfolio in Q1 2026, its #30 holding.
  • Casdin Capital first reported a position in Moderna in Q3 2022 and has held it in 5 quarters since.
  • Casdin Capital's Moderna position peaked at $10.8M in Q4 2022.
  • 723 funds tracked by Wall St. Rank held Moderna as of Q1 2026.

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