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Casdin Capital Portfolio holdings

AUM $1.61B
1-Year Est. Return 69.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+69.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.36B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$180M
2
+$156M
3
+$54.6M
4
FDMT icon
4D Molecular Therapeutics
FDMT
+$32.2M
5
AGIO icon
Agios Pharmaceuticals
AGIO
+$24.7M

Top Sells

1
+$119M
2
+$23.6M
3
+$9.27M
4
ORTX
Orchard Therapeutics plc American Depositary Shares
ORTX
+$7.69M
5
LEGN icon
Legend Biotech
LEGN
+$4.31M

Sector Composition

1 Healthcare 84.57%
2 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-30,840
52
– –
-139,661
53
– –
-65,000
54
– –
-187,000
55
– –
-7,390,000
56
– –
-870,000
1 2
3