Casdin Capital, LLC Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$354.2B

Holdings

26

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (26 positions)

#StockSharesValue% PortfolioType
1
LOXO ONCOLOGY INC
360,000$33.2B9.36%
2
MYOKARDIA INC
560,000$24.0B6.78%
3
ALNYALNYLAM PHARMACEUTICALS INC
200,000$23.5B6.63%
4
GBYSANGAMO THERAPEUTICS INC
1,400,000$21.0B5.93%
5
2L9BLUEPRINT MEDICINES CORP
298,000$20.8B5.86%
6
BLUEBIRD BIO INC
145,000$19.9B5.62%
7
FOUNDATION MEDICINE INC
480,000$19.3B5.45%
8
KITE PHARMA INC
106,000$19.1B5.38%
9
SPARK THERAPEUTICS INC
209,474$18.7B5.27%
10
AGIOAGIOS PHARMACEUTICALS INC
255,000$17.0B4.81%
11
VYGRVOYAGER THERAPEUTICS INC
815,000$16.8B4.74%
12
SG7SAGE THERAPEUTICS INC
240,000$15.0B4.22%
13
GENMARK DIAGNOSTICS INC
1,500,000$14.4B4.08%
14
EVHEVOLENT HEALTH INC
795,000$14.2B4.00%
15
GBTUSDGLOBAL BLOOD THERAPEUTICS IN
380,000$11.8B3.33%
16
AUDENTES THERAPEUTICS INC
400,000$11.2B3.16%
17
CLVSEURCLOVIS ONCOLOGY INC
127,500$10.5B2.97%
18
CDXSCODEXIS INC
1,475,000$9.8B2.77%
19
ILMNILLUMINA INC
44,000$8.8B2.47%
20
JNCEEURJOUNCE THERAPEUTICS INC
399,825$6.2B1.76%
21
TESARO INC
38,500$5.0B1.40%
22
SYROS PHARMACEUTICALS INC
256,215$3.8B1.06%
23
CTMXCYTOMX THERAPEUTICS INC
177,500$3.2B0.91%
24
EDITEDITAS MEDICINE INC
133,333$3.2B0.90%
25
FATEFATE THERAPEUTICS INC
550,000$2.2B0.61%
26
OVIDOVID THERAPEUTICS INC
207,500$1.8B0.50%