CC

Casdin Capital Portfolio holdings

AUM $1.1B
1-Year Est. Return 24.98%
This Quarter Est. Return
1 Year Est. Return
+24.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.7M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$4.6M
3
+$3.61M
4
CLVS
Clovis Oncology, Inc.
CLVS
+$2.06M
5
TSRO
TESARO, Inc.
TSRO
+$1.68M

Top Sells

1
+$3.67M
2
+$2.95M
3
+$2.1M
4
DXCM icon
DexCom
DXCM
+$1.98M
5
GHDX
Genomic Health, Inc.
GHDX
+$1.36M

Sector Composition

1 Healthcare 83.76%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-85,470
27
– –
-60,000
28
– –
0
29
– –
-32,500
30
– –
-20,000
31
– –
-55,000
32
– –
-10,000
1
2