Casdin Capital’s BeOne Medicines Ltd ONC Stock Holding History

Casdin Capital’s Portfolio ONC Stock Details ONC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-40,000	Closed	-$10.9M	–	45
2025 Q1	$10.9M	Buy	+40,000	New	+$9.35M	0.89%	19
2022 Q2	–	Sell	-150,000	Closed	-$28.3M	–	50
2022 Q1	$28.3M	Hold	150,000	–	–	1.27%	25
2021 Q4	$40.6M	Hold	150,000	–	–	1.15%	26
2021 Q3	$54.5M	Hold	150,000	–	–	1.36%	26
2021 Q2	$51.5M	Hold	150,000	–	–	1.31%	22
2021 Q1	$52.2M	Hold	150,000	–	–	1.56%	17
2020 Q4	$38.8M	Hold	150,000	–	–	1.15%	24
2020 Q3	$43M	Hold	150,000	–	–	1.92%	19
2020 Q2	$28.3M	Buy	+150,000	New	+$24.4M	1.67%	20
2019 Q2	–	Sell	-70,000	Closed	-$9.24M	–	34
2019 Q1	$9.24M	Hold	70,000	–	–	1.02%	24
2018 Q4	$9.82M	Hold	70,000	–	–	1.68%	24
2018 Q3	$12.1M	Hold	70,000	–	–	1.47%	22
2018 Q2	$10.8M	Hold	70,000	–	–	1.51%	22
2018 Q1	$11.8M	Buy	70,000 +52,000	+289%	+$7.04M	2.07%	20
2017 Q4	$1.76M	Buy	+18,000	New	+$1.65M	0.43%	25
2016 Q2	–	Sell	-32,500	Closed	-$953K	–	31
2016 Q1	$953K	Buy	+32,500	New	+$921K	1.09%	22

Other funds holding ONC

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return

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

Casdin Capital's ONC Position: Q2 2025 in Review

Casdin Capital sold out of BeOne Medicines Ltd (ONC) in Q2 2025, closing a stake of 40,000 shares — an estimated $10.9M sold.

Casdin Capital first reported a position in ONC in Q1 2016 and held it in 16 quarters. The position peaked at $54.5M in Q3 2021. 243 funds tracked by Wall St. Rank hold ONC as of Q2 2025.

Casdin Capital reported no remaining BeOne Medicines Ltd position as of Q2 2025 after selling out during the quarter.
Casdin Capital sold 40,000 BeOne Medicines Ltd shares in Q2 2025, an estimated $10.9M.
Casdin Capital first reported a position in BeOne Medicines Ltd in Q1 2016 and held it in 16 quarters.
Casdin Capital's BeOne Medicines Ltd position peaked at $54.5M in Q3 2021.
243 funds tracked by Wall St. Rank held BeOne Medicines Ltd as of Q2 2025.

Based on Casdin Capital's 13F filing for Q2 2025, filed 14 Aug 2025.