CC
Casdin Capital Portfolio holdings
AUM
$1.1B
1-Year Return
24.98%
This Quarter Return
+8.72%
1 Year Return
+24.98%
3 Year Return
+152.8%
5 Year Return
+110.01%
10 Year Return
–
AUM
$1.5B
AUM Growth
-$4.49M
(-0.3%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
1.13%
Top 10 Holdings %
Top 10 Hldgs %
79.2%
Holding
40
New
5
Increased
3
Reduced
5
Closed
2
Top Buys
| 1 |
Neurogene
NGNE
|
$17.6M |
| 2 |
SEPN
Septerna, Inc. Common Stock
SEPN
|
$12.7M |
| 3 |
Beam Therapeutics
BEAM
|
$11.8M |
| 4 |
Agios Pharmaceuticals
AGIO
|
$8.22M |
| 5 |
Moderna
MRNA
|
$7.28M |
Top Sells
| 1 |
Revolution Medicines
RVMD
|
$18.2M |
| 2 |
Veracyte
VCYT
|
$15.4M |
| 3 |
Alnylam Pharmaceuticals
ALNY
|
$7.06M |
| 4 |
GRAL
GRAIL, Inc. Common Stock
GRAL
|
$4.82M |
| 5 |
Relay Therapeutics
RLAY
|
$1.25M |
Sector Composition
| 1 | Healthcare | 100% |
