CC
RNAM

Casdin Capital’s Avidity Biosciences RNAM Stock Holding History

Casdin Capital’s Portfolio RNAM Stock Details RNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000,000
Closed -$72.1M – 45
2025
Q4 		$72.1M Sell
1,000,000
-780,000
-44% -$50.4M 4.48% 8
2025
Q3 		$77.6M Buy
1,780,000
+5,000
+0.3% +$202K 6.47% 5
2025
Q2 		$50.4M Sell
1,775,000
-270,000
-13% -$8.05M 4.59% 6
2025
Q1 		$60.4M Hold
2,045,000
– – 4.93% 5
2024
Q4 		$59.5M Sell
2,045,000
-39,841
-2% -$1.66M 3.96% 7
2024
Q3 		$95.8M Hold
2,084,841
– – 6.38% 7
2024
Q2 		$85.2M Hold
2,084,841
– – 6.5% 6
2024
Q1 		$53.2M Buy
2,084,841
+909,091
+77% +$14.2M 3.96% 7
2023
Q4 		$10.6M Sell
1,175,750
-74,250
-6% -$496K 1.04% 21
2023
Q3 		$7.97M Buy
1,250,000
+400,000
+47% +$3.45M 0.88% 23
2023
Q2 		$9.43M Hold
850,000
– – 0.82% 26
2023
Q1 		$13M Hold
850,000
– – 1.07% 25
2022
Q4 		$18.9M Buy
+850,000
New +$12.7M 1.46% 19

Other funds holding RNAM

CC
Corsicana & Co Corsicana, Texas $158M AUM

Casdin Capital's RNAM Position: Q1 2026 in Review

Casdin Capital sold out of Avidity Biosciences (RNAM) in Q1 2026, closing a stake of 1,000,000 shares — an estimated $72.1M sold.

Casdin Capital first reported a position in RNAM in Q4 2022 and held it in 13 quarters. The position peaked at $95.8M in Q3 2024. 1 fund tracked by Wall St. Rank holds RNAM as of Q1 2026.

  • Casdin Capital reported no remaining Avidity Biosciences position as of Q1 2026 after selling out during the quarter.
  • Casdin Capital sold 1,000,000 Avidity Biosciences shares in Q1 2026, an estimated $72.1M.
  • Casdin Capital first reported a position in Avidity Biosciences in Q4 2022 and held it in 13 quarters.
  • Casdin Capital's Avidity Biosciences position peaked at $95.8M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held Avidity Biosciences as of Q1 2026.

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