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Casdin Capital’s Neurogene NGNE Stock Holding History

Casdin Capital’s Portfolio NGNE Stock Details NGNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$28.6M Buy
1,420,361
+125,000
+10% +$2.42M 2.17% 12
2025
Q4 		$26.7M Hold
1,295,361
– – 1.66% 14
2025
Q3 		$22.4M Hold
1,295,361
– – 1.87% 12
2025
Q2 		$19.4M Hold
1,295,361
– – 1.76% 12
2025
Q1 		$15.2M Hold
1,295,361
– – 1.24% 15
2024
Q4 		$29.6M Buy
1,295,361
+770,745
+147% +$28.7M 1.97% 13
2024
Q3 		$22M Hold
524,616
– – 1.47% 17
2024
Q2 		$19.1M Hold
524,616
– – 1.46% 16
2024
Q1 		$26.7M Hold
524,616
– – 1.99% 16
2023
Q4 		$10.2M Buy
+524,616
New +$7.51M 1% 22

Other funds holding NGNE

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Casdin Capital's NGNE Position: Q1 2026 in Review

Casdin Capital increased its Neurogene (NGNE) stake by 9.6% in Q1 2026, buying an estimated $2.42M and bringing the position to 1,420,361 shares worth $28.6M. The position accounts for 2.17% of the portfolio, ranked #12.

Casdin Capital first reported a position in NGNE in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.6M in Q4 2024. 96 funds tracked by Wall St. Rank hold NGNE as of Q1 2026.

  • Casdin Capital held 1,420,361 shares of Neurogene worth $28.6M as of Q1 2026.
  • Casdin Capital bought 125,000 Neurogene shares in Q1 2026, an estimated $2.42M.
  • Neurogene made up 2.17% of Casdin Capital's portfolio in Q1 2026, its #12 holding.
  • Casdin Capital first reported a position in Neurogene in Q4 2023 and has held it in 10 quarters since.
  • Casdin Capital's Neurogene position peaked at $29.6M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Neurogene as of Q1 2026.

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