Casdin Capital, LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$169.5B
Holdings
29
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SG7SAGE THERAPEUTICS INC | 255,000 | $18.1B | 10.69% | |
| 2 | —FOUNDATION MEDICINE INC | 480,000 | $15.5B | 9.13% | |
| 3 | —LOXO ONCOLOGY INC | 360,000 | $15.1B | 8.94% | |
| 4 | AGIOAGIOS PHARMACEUTICALS INC | 237,500 | $13.9B | 8.18% | |
| 5 | 2L9BLUEPRINT MEDICINES CORP | 294,500 | $11.8B | 6.95% | |
| 6 | EVHEVOLENT HEALTH INC | 520,000 | $11.6B | 6.84% | |
| 7 | —EPIZYME INC | 485,000 | $8.3B | 4.91% | |
| 8 | —SPARK THERAPEUTICS INC | 135,000 | $7.2B | 4.25% | |
| 9 | VYGRVOYAGER THERAPEUTICS INC | 500,000 | $6.6B | 3.91% | |
| 10 | —GENMARK DIAGNOSTICS INC | 400,000 | $5.1B | 3.03% | |
| 11 | —AUDENTES THERAPEUTICS INC | 260,000 | $4.4B | 2.61% | |
| 12 | GBYSANGAMO THERAPEUTICS INC | 850,000 | $4.4B | 2.61% | |
| 13 | MDRXALLSCRIPTS HEALTHCARE SOLUTN | 310,000 | $3.9B | 2.32% | |
| 14 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 101,500 | $3.7B | 2.21% | |
| 15 | PACBPACIFIC BIOSCIENCES CALIF IN | 700,000 | $3.6B | 2.13% | |
| 16 | —MYOKARDIA INC | 265,000 | $3.5B | 2.06% | |
| 17 | —KITE PHARMA INC | 42,500 | $3.3B | 1.97% | |
| 18 | CDXSCODEXIS INC | 675,000 | $3.2B | 1.91% | |
| 19 | —AMYRIS INC | 6,000,000 | $3.2B | 1.88% | |
| 20 | CTMXCYTOMX THERAPEUTICS INC | 177,500 | $3.1B | 1.81% | |
| 21 | EDITEDITAS MEDICINE INC | 133,333 | $3.0B | 1.76% | |
| 22 | —SYROS PHARMACEUTICALS INC | 182,141 | $2.9B | 1.71% | |
| 23 | JNCEEURJOUNCE THERAPEUTICS INC | 130,000 | $2.9B | 1.69% | |
| 24 | ALNYALNYLAM PHARMACEUTICALS INC | 55,000 | $2.8B | 1.66% | |
| 25 | —TESARO INC | 17,500 | $2.7B | 1.59% | |
| 26 | —BLUEBIRD BIO INC | 25,500 | $2.3B | 1.37% | |
| 27 | CLVSEURCLOVIS ONCOLOGY INC | 23,000 | $1.5B | 0.86% | |
| 28 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 420,000 | $1.1B | 0.67% | |
| 29 | —CURIS INC | 230,000 | $639.0M | 0.38% |