CC
Casdin Capital Portfolio holdings
AUM
$1.1B
1-Year Return
24.98%
This Quarter Return
-17.51%
1 Year Return
+24.98%
3 Year Return
+152.8%
5 Year Return
+110.01%
10 Year Return
–
AUM
$942M
AUM Growth
-$132M
(-12%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
13.31%
Top 10 Holdings %
Top 10 Hldgs %
58.05%
Holding
39
New
8
Increased
12
Reduced
8
Closed
1
Top Buys
| 1 |
BPMC
Blueprint Medicines
BPMC
|
+$35.7M |
| 2 |
Revolution Medicines
RVMD
|
+$28.9M |
| 3 |
Twist Bioscience
TWST
|
+$21.4M |
| 4 |
Gilead Sciences
GILD
|
+$13.1M |
| 5 |
CRISPR Therapeutics
CRSP
|
+$11.3M |
Top Sells
| 1 |
BOLD
Audentes Therapeutics, Inc
BOLD
|
+$51.5M |
| 2 |
Illumina
ILMN
|
+$8.19M |
| 3 |
CNST
Constellation Pharmaceuticals, Inc.
CNST
|
+$7.31M |
| 4 |
DCPH
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
|
+$4.73M |
| 5 |
NVTA
Invitae Corporation
NVTA
|
+$2.19M |
Sector Composition
| 1 | Healthcare | 92.47% |
