CC
Casdin Capital Portfolio holdings
AUM
$1.61B
1-Year Est. Return
69.26%
This Fund
S&P 500
1 Year Est. Return
+69.26%
AUM
$1.61B
AUM Growth
+$411M
(+34%)
Holding
39
Top Buys
| 1 | +$25M | |
| 2 | +$21.1M | |
| 3 | +$16M | |
| 4 |
Standard BioTools
LAB
|
+$15.1M |
| 5 |
Relay Therapeutics
RLAY
|
+$11.9M |
Top Sells
| 1 | +$50.4M | |
| 2 | +$19.6M | |
| 3 | +$15.5M | |
| 4 |
Exact Sciences
EXAS
|
+$4.92M |
| 5 |
Revolution Medicines
RVMD
|
+$4.59M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Incyte
INCY
$18.5B
| $9.88M | 0.61% |
100,000
|
|
||
27
Quest Diagnostics
DGX
$21.9B
| $8.68M | 0.54% |
+50,000
|
|
||
28
Taysha Gene Therapies
TSHA
$1.24B
| $8.25M | 0.51% |
+1,500,000
|
|
||
29
Pacific Biosciences
PACB
$411M
| $7.9M | 0.49% |
4,223,767
+3,500,000
|
|
||
30
Legend Biotech
LEGN
$3.43B
| $4.67M | 0.29% |
+215,000
|
|
||
|
BBOT
31
BridgeBio Oncology
BBOT
$729M
| $3.53M | 0.22% |
282,312
|
|
||
32
Absci
ABSI
$456M
| $3.4M | 0.21% |
973,260
|
|
||
|
CTNM
33
Contineum Therapeutics
CTNM
$488M
| $1.7M | 0.11% |
148,333
|
|
||
34
Monte Rosa Therapeutics
GLUE
$1.22B
| $1.35M | 0.08% |
86,014
|
|
||
35
Century Therapeutics
IPSC
$437M
| $1.22M | 0.08% |
1,228,190
|
|
||
36
Recursion Pharmaceuticals
RXRX
$1.81B
| $676K | 0.04% |
165,323
|
|
||
37
Ginkgo Bioworks
DNA
$418M
| $303K | 0.02% |
36,493
|
|
||
38
Tenaya Therapeutics
TNYA
$186M
| $258K | 0.02% |
361,969
|
|
||
|
39
Exact Sciences
EXAS
$19.8B
| – | – |
-90,000
|
|