Casdin Capital, LLC Q2 2019 Filing
Filed August 13, 2019
Portfolio Value
$1.1T
Holdings
31
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SPARK THERAPEUTICS INC | 884,800 | $90.6B | 8.48% | |
| 2 | NVTA1EURINVITAE CORP | 3,838,388 | $90.2B | 8.44% | |
| 3 | 2L9BLUEPRINT MEDICINES CORP | 940,000 | $88.7B | 8.30% | |
| 4 | CDXSCODEXIS INC | 5,073,780 | $86.5B | 8.10% | |
| 5 | SG7SAGE THERAPEUTICS INC | 400,000 | $73.2B | 6.85% | |
| 6 | —MYOKARDIA INC | 1,285,000 | $64.4B | 6.03% | |
| 7 | FATEFATE THERAPEUTICS INC | 2,550,000 | $51.8B | 4.85% | |
| 8 | SRPTSAREPTA THERAPEUTICS INC | 335,000 | $50.9B | 4.76% | |
| 9 | —BLUEBIRD BIO INC | 372,500 | $47.4B | 4.43% | |
| 10 | ALNYALNYLAM PHARMACEUTICALS INC | 650,000 | $47.2B | 4.41% | |
| 11 | —MAGENTA THERAPEUTICS INC | 3,003,121 | $44.3B | 4.15% | |
| 12 | BLFSBIOLIFE SOLUTIONS INC | 2,428,571 | $39.4B | 3.69% | |
| 13 | —AUDENTES THERAPEUTICS INC | 965,000 | $36.5B | 3.42% | |
| 14 | VYGRVOYAGER THERAPEUTICS INC | 1,128,075 | $30.7B | 2.87% | |
| 15 | AGIOAGIOS PHARMACEUTICALS INC | 495,000 | $24.7B | 2.31% | |
| 16 | ILMNILLUMINA INC | 60,000 | $22.1B | 2.07% | |
| 17 | —GENMARK DIAGNOSTICS INC | 3,365,000 | $21.8B | 2.04% | |
| 18 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 463,125 | $20.1B | 1.88% | |
| 19 | 2JQGRITSTONE ONCOLOGY INC | 1,770,000 | $19.7B | 1.85% | |
| 20 | —CONSTELLATION PHARMCETICLS I | 1,523,960 | $18.7B | 1.75% | |
| 21 | GBYSANGAMO THERAPEUTICS INC | 1,530,000 | $16.5B | 1.54% | |
| 22 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 300,000 | $15.8B | 1.48% | |
| 23 | FIXXEURHOMOLOGY MEDICINES INC | 745,000 | $14.6B | 1.36% | |
| 24 | EDITEDITAS MEDICINE INC | 480,000 | $11.9B | 1.11% | |
| 25 | ALECALECTOR INC | 551,039 | $10.2B | 0.95% | |
| 26 | TWSTTWIST BIOSCIENCE CORP | 300,000 | $8.7B | 0.81% | |
| 27 | DNLIDENALI THERAPEUTICS INC | 400,000 | $8.3B | 0.78% | |
| 28 | CDNACAREDX INC | 200,000 | $7.2B | 0.67% | |
| 29 | STOKSTOKE THERAPEUTICS INC | 85,000 | $2.5B | 0.23% | |
| 30 | —TURNING POINT THERAPEUTICS I | 60,000 | $2.4B | 0.23% | |
| 31 | ORTXUSDORCHARD THERAPEUTICS PLC | 100,000 | $1.4B | 0.13% |