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Casdin Capital Portfolio holdings

AUM $1.32B
1-Year Est. Return 76.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$17.8M
3
+$17.5M
4
QGEN icon
Qiagen
QGEN
+$17M
5
PSNL icon
Personalis
PSNL
+$13.5M

Top Sells

1
+$72.1M
2
+$18.6M
3
+$16.5M
4
DXCM icon
DexCom
DXCM
+$11.6M
5
CI icon
Cigna
CI
+$11M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCYT icon
26
Veracyte
VCYT
$4.06B
$8.9M 0.67%
276,308
MLTX icon
27
MoonLake Immunotherapeutics
MLTX
$1.4B
$8.39M 0.64%
+450,000
NTLA icon
28
Intellia Therapeutics
NTLA
$2.03B
$4.55M 0.34%
+355,000
IRON icon
29
Disc Medicine
IRON
$2.68B
$4.16M 0.31%
+65,000
MRNA icon
30
Moderna
MRNA
$22B
$3.81M 0.29%
+75,000
ANL
31
Adlai Nortye
ANL
$730M
$3.73M 0.28%
+538,461
GLUE icon
32
Monte Rosa Therapeutics
GLUE
$1.53B
$3.06M 0.23%
186,014
+100,000
ABSI icon
33
Absci
ABSI
$1.09B
$2.92M 0.22%
973,260
IPSC icon
34
Century Therapeutics
IPSC
$415M
$2.78M 0.21%
1,228,190
BBOT
35
BridgeBio Oncology
BBOT
$619M
$2.53M 0.19%
282,312
CTNM
36
Contineum Therapeutics
CTNM
$476M
$1.94M 0.15%
148,333
PACB icon
37
Pacific Biosciences
PACB
$419M
$955K 0.07%
723,767
-3,500,000
RXRX icon
38
Recursion Pharmaceuticals
RXRX
$1.69B
$508K 0.04%
165,323
TNYA icon
39
Tenaya Therapeutics
TNYA
$148M
$251K 0.02%
361,969
DNA icon
40
Ginkgo Bioworks
DNA
$536M
$224K 0.02%
36,493
CI icon
41
Cigna
CI
$77.7B
– –
-40,000
DXCM icon
42
DexCom
DXCM
$28.6B
– –
-175,000
INCY icon
43
Incyte
INCY
$19.9B
– –
-100,000
LEGN icon
44
Legend Biotech
LEGN
$6.2B
– –
-215,000
RNAM
45
DELISTED
Avidity Biosciences
RNAM
– –
-1,000,000
SPRY icon
46
ARS Pharmaceuticals
SPRY
$963M
– –
-1,600,000
UNH icon
47
UnitedHealth
UNH
$370B
– –
-50,000
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