Casdin Capital, LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$568.6B
Holdings
31
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —LOXO ONCOLOGY INC | 360,000 | $41.5B | 7.30% | |
| 2 | —FOUNDATION MEDICINE INC | 520,000 | $41.0B | 7.20% | |
| 3 | SG7SAGE THERAPEUTICS INC | 250,000 | $40.3B | 7.08% | |
| 4 | 2L9BLUEPRINT MEDICINES CORP | 348,000 | $31.9B | 5.61% | |
| 5 | —SPARK THERAPEUTICS INC | 463,000 | $30.8B | 5.42% | |
| 6 | AGIOAGIOS PHARMACEUTICALS INC | 364,776 | $29.8B | 5.25% | |
| 7 | ALNYALNYLAM PHARMACEUTICALS INC | 250,000 | $29.8B | 5.24% | |
| 8 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 600,000 | $29.0B | 5.10% | |
| 9 | —MYOKARDIA INC | 560,000 | $27.3B | 4.81% | |
| 10 | GBYSANGAMO THERAPEUTICS INC | 1,400,000 | $26.6B | 4.68% | |
| 11 | FATEFATE THERAPEUTICS INC | 2,600,000 | $25.4B | 4.46% | |
| 12 | —BLUEBIRD BIO INC | 145,000 | $24.8B | 4.35% | |
| 13 | CDXSCODEXIS INC | 2,025,000 | $22.3B | 3.92% | |
| 14 | VYGRVOYAGER THERAPEUTICS INC | 1,135,000 | $21.3B | 3.75% | |
| 15 | —GENMARK DIAGNOSTICS INC | 3,850,000 | $20.9B | 3.68% | |
| 16 | ILMNILLUMINA INC | 71,500 | $16.9B | 2.97% | |
| 17 | EVHEVOLENT HEALTH INC | 1,110,000 | $15.8B | 2.78% | |
| 18 | JNCEEURJOUNCE THERAPEUTICS INC | 635,000 | $14.2B | 2.50% | |
| 19 | —AUDENTES THERAPEUTICS INC | 450,000 | $13.5B | 2.38% | |
| 20 | ONCBEIGENE LTD | 70,000 | $11.8B | 2.07% | |
| 21 | IBBISHARES TR | 95,000 | $10.1B | 1.78% | |
| 22 | CLVSEURCLOVIS ONCOLOGY INC | 177,500 | $9.4B | 1.65% | |
| 23 | CRSPCRISPR THERAPEUTICS AG | 135,000 | $6.2B | 1.09% | |
| 24 | CTMXCYTOMX THERAPEUTICS INC | 207,500 | $5.9B | 1.04% | |
| 25 | EDITEDITAS MEDICINE INC | 133,333 | $4.4B | 0.78% | |
| 26 | NEOGNEOGEN CORP | 65,000 | $4.4B | 0.77% | |
| 27 | EP3ORASURE TECHNOLOGIES INC | 240,000 | $4.1B | 0.71% | |
| 28 | CELGCELGENE CORP | 40,000 | $3.6B | 0.63% | Call |
| 29 | ZLABZAI LAB LTD | 135,000 | $2.9B | 0.51% | |
| 30 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 300,000 | $1.7B | 0.31% | |
| 31 | FIXXEURHOMOLOGY MEDICINES INC | 60,000 | $1.1B | 0.20% |