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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
$1.5B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$18.8M
3
+$14.1M
4
SNDX icon
Syndax Pharmaceuticals
SNDX
+$6.26M
5
GH icon
Guardant Health
GH
+$5.74M

Top Sells

1
+$13.3M
2
+$10.8M
3
+$9.03M
4
VCYT icon
Veracyte
VCYT
+$6.52M
5
KYTX icon
Kyverna Therapeutics
KYTX
+$4.31M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 0.38%
296,666
27
$5.49M 0.37%
3,212,316
-1,978,190
28
$4.82M 0.32%
350,000
+270,001
29
$3.72M 0.25%
973,260
30
$1.76M 0.12%
1,035,859
31
$1.42M 0.09%
367,175
32
$1.04M 0.07%
213,900
33
$456K 0.03%
86,014
-175,000
34
$297K 0.02%
36,493
-1
35
$124K 0.01%
123,839
36
– –
-1,000,000
37
– –
-575,000
38
– –
-44,129
1
2