Casdin Capital’s Pacific Biosciences PACB Stock Holding History

Casdin Capital’s Portfolio PACB Stock Details PACB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Hold	723,767	–	–	0.06%	39
2026 Q1	$955K	Sell	723,767 -3,500,000	-83%	-$6.26M	0.07%	37
2025 Q4	$7.9M	Buy	4,223,767 +3,500,000	+484%	+$6.73M	0.49%	29
2025 Q3	$926K	Hold	723,767	–	–	0.08%	27
2025 Q2	$897K	Hold	723,767	–	–	0.08%	27
2025 Q1	$854K	Sell	723,767 -312,092	-30%	-$479K	0.07%	39
2024 Q4	$1.9M	Hold	1,035,859	–	–	0.13%	34
2024 Q3	$1.76M	Hold	1,035,859	–	–	0.12%	30
2024 Q2	$1.42M	Hold	1,035,859	–	–	0.11%	32
2024 Q1	$3.88M	Hold	1,035,859	–	–	0.29%	28
2023 Q4	$10.2M	Hold	1,035,859	–	–	1%	23
2023 Q3	$8.65M	Buy	+1,035,859	New	+$11.8M	0.96%	22
2022 Q2	–	Sell	-7,990,652	Closed	-$72.7M	–	46
2022 Q1	$72.7M	Hold	7,990,652	–	–	3.26%	11
2021 Q4	$163M	Hold	7,990,652	–	–	4.61%	7
2021 Q3	$204M	Buy	7,990,652 +2,990,652	+60%	+$88.6M	5.08%	4
2021 Q2	$175M	Hold	5,000,000	–	–	4.44%	6
2021 Q1	$167M	Hold	5,000,000	–	–	4.96%	5
2020 Q4	$130M	Buy	5,000,000 +500,000	+11%	+$8.5M	3.84%	8
2020 Q3	$44.4M	Buy	+4,500,000	New	+$25.9M	1.99%	18
2017 Q3	–	Sell	-300,000	Closed	-$1.07M	–	31
2017 Q2	$1.07M	Sell	300,000 -400,000	-57%	-$1.61M	0.4%	34
2017 Q1	$3.62M	Buy	+700,000	New	+$3.43M	2.14%	15

Other funds holding PACB

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Casdin Capital's PACB Position: Q2 2026 in Review

Casdin Capital held its Pacific Biosciences (PACB) position steady in Q2 2026 at 723,767 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #39.

Casdin Capital first reported a position in PACB in Q1 2017 and has held it in 21 quarters since. The position peaked at $204M in Q3 2021. 223 funds tracked by Wall St. Rank hold PACB as of Q2 2026.

Casdin Capital held 723,767 shares of Pacific Biosciences worth $1.22M as of Q2 2026.
Casdin Capital left its Pacific Biosciences share count unchanged in Q2 2026.
Pacific Biosciences made up 0.06% of Casdin Capital's portfolio in Q2 2026, its #39 holding.
Casdin Capital first reported a position in Pacific Biosciences in Q1 2017 and has held it in 21 quarters since.
Casdin Capital's Pacific Biosciences position peaked at $204M in Q3 2021.
223 funds tracked by Wall St. Rank held Pacific Biosciences as of Q2 2026.

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