Casdin Capital, LLC Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$584.5B
Holdings
31
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —LOXO ONCOLOGY INC | 360,000 | $50.4B | 8.63% | |
| 2 | —MYOKARDIA INC | 790,000 | $38.6B | 6.60% | |
| 3 | 2L9BLUEPRINT MEDICINES CORP | 640,000 | $34.5B | 5.90% | |
| 4 | CDXSCODEXIS INC | 2,025,000 | $33.8B | 5.79% | |
| 5 | —SPARK THERAPEUTICS INC | 840,000 | $32.9B | 5.62% | |
| 6 | —BLUEBIRD BIO INC | 330,000 | $32.7B | 5.60% | |
| 7 | FATEFATE THERAPEUTICS INC | 2,550,000 | $32.7B | 5.60% | |
| 8 | SG7SAGE THERAPEUTICS INC | 312,000 | $29.9B | 5.11% | |
| 9 | BLFSBIOLIFE SOLUTIONS INC | 2,428,571 | $29.2B | 5.00% | |
| 10 | NVTA1EURINVITAE CORP | 2,400,000 | $26.5B | 4.54% | |
| 11 | ALNYALNYLAM PHARMACEUTICALS INC | 355,000 | $25.9B | 4.43% | |
| 12 | AGIOAGIOS PHARMACEUTICALS INC | 445,000 | $20.5B | 3.51% | |
| 13 | —GENMARK DIAGNOSTICS INC | 3,815,000 | $18.5B | 3.17% | |
| 14 | —AUDENTES THERAPEUTICS INC | 860,000 | $18.3B | 3.14% | |
| 15 | ILMNILLUMINA INC | 60,000 | $18.0B | 3.08% | |
| 16 | SRPTSAREPTA THERAPEUTICS INC | 150,000 | $16.4B | 2.80% | |
| 17 | —MAGENTA THERAPEUTICS INC | 2,643,317 | $15.1B | 2.58% | |
| 18 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 350,000 | $14.4B | 2.46% | |
| 19 | GBYSANGAMO THERAPEUTICS INC | 1,080,000 | $12.4B | 2.12% | |
| 20 | 2JQGRITSTONE ONCOLOGY INC | 720,586 | $11.1B | 1.90% | |
| 21 | EVHEVOLENT HEALTH INC | 550,000 | $11.0B | 1.88% | |
| 22 | EDITEDITAS MEDICINE INC | 480,000 | $10.9B | 1.87% | |
| 23 | VYGRVOYAGER THERAPEUTICS INC | 1,128,075 | $10.6B | 1.81% | |
| 24 | ONCBEIGENE LTD | 70,000 | $9.8B | 1.68% | |
| 25 | FIXXEURHOMOLOGY MEDICINES INC | 350,000 | $7.8B | 1.34% | |
| 26 | —CONSTELLATION PHARMCETICLS I | 1,556,998 | $6.2B | 1.07% | |
| 27 | IBBISHARES TR | 60,000 | $5.8B | 0.99% | |
| 28 | CDNACAREDX INC | 200,000 | $5.0B | 0.86% | |
| 29 | DNLIDENALI THERAPEUTICS INC | 100,000 | $2.1B | 0.35% | |
| 30 | —QUOTIENT LTD | 325,000 | $2.0B | 0.34% | |
| 31 | —NEON THERAPEUTICS INC | 263,344 | $1.3B | 0.23% |