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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
$1.07B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$52M
2
+$38.5M
3
+$20.1M
4
ALNY icon
Alnylam Pharmaceuticals
ALNY
+$14.9M
5
TWST icon
Twist Bioscience
TWST
+$8.7M

Top Sells

1
+$9.24M
2
+$6.92M
3
+$5.65M
4
GILD icon
Gilead Sciences
GILD
+$5.2M
5
BOLD
Audentes Therapeutics, Inc
BOLD
+$1.7M

Sector Composition

1 Healthcare 81.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.7M 0.81%
+300,000
27
$8.3M 0.78%
400,000
+300,000
28
$7.2M 0.67%
200,000
29
$2.48M 0.23%
+85,000
30
$2.44M 0.23%
+60,000
31
$1.4M 0.13%
+10,000
32
– –
-70,000
33
– –
-550,000
34
– –
-80,000
1
2