Casdin Capital, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$1.1T
Holdings
32
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SRPTSAREPTA THERAPEUTICS INC | 670,000 | $86.5B | 7.95% | |
| 2 | —BLUEBIRD BIO INC | 970,000 | $85.1B | 7.83% | |
| 3 | CDXSCODEXIS INC | 5,073,780 | $81.1B | 7.46% | |
| 4 | 2L9BLUEPRINT MEDICINES CORP | 940,000 | $75.3B | 6.92% | |
| 5 | —MYOKARDIA INC | 1,005,000 | $73.2B | 6.74% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 515,000 | $59.3B | 5.45% | |
| 7 | NVTA1EURINVITAE CORP | 3,638,388 | $58.7B | 5.40% | |
| 8 | —CONSTELLATION PHARMCETICLS I | 1,212,734 | $57.1B | 5.25% | |
| 9 | —AUDENTES THERAPEUTICS INC | 860,000 | $51.5B | 4.73% | |
| 10 | FATEFATE THERAPEUTICS INC | 2,550,000 | $49.9B | 4.59% | |
| 11 | —MAGENTA THERAPEUTICS INC | 3,098,121 | $47.0B | 4.32% | |
| 12 | BLFSBIOLIFE SOLUTIONS INC | 2,468,571 | $39.9B | 3.67% | |
| 13 | AGIOAGIOS PHARMACEUTICALS INC | 825,000 | $39.4B | 3.62% | |
| 14 | CDNACAREDX INC | 1,200,000 | $25.9B | 2.38% | |
| 15 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 300,000 | $23.8B | 2.19% | |
| 16 | DNLIDENALI THERAPEUTICS INC | 1,250,000 | $21.8B | 2.00% | |
| 17 | FULCFULCRUM THERAPEUTICS INC | 1,239,285 | $20.6B | 1.90% | |
| 18 | ILMNILLUMINA INC | 60,000 | $19.9B | 1.83% | |
| 19 | 2JQGRITSTONE ONCOLOGY INC | 2,160,000 | $19.4B | 1.78% | |
| 20 | ALECALECTOR INC | 1,076,039 | $18.5B | 1.70% | |
| 21 | SG7SAGE THERAPEUTICS INC | 230,000 | $16.6B | 1.53% | |
| 22 | —GENMARK DIAGNOSTICS INC | 3,365,000 | $16.2B | 1.49% | |
| 23 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 255,000 | $15.9B | 1.46% | |
| 24 | VYGRVOYAGER THERAPEUTICS INC | 1,095,075 | $15.3B | 1.40% | |
| 25 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 463,125 | $13.9B | 1.27% | |
| 26 | GILDGILEAD SCIENCES INC | 200,000 | $13.0B | 1.20% | Call |
| 27 | GBYSANGAMO THERAPEUTICS INC | 1,455,000 | $12.2B | 1.12% | |
| 28 | ORTXUSDORCHARD THERAPEUTICS PLC | 820,000 | $11.3B | 1.04% | |
| 29 | TWSTTWIST BIOSCIENCE CORP | 300,000 | $6.3B | 0.58% | |
| 30 | —TURNING POINT THERAPEUTICS I | 75,000 | $4.7B | 0.43% | |
| 31 | BMY-RBRISTOL MYERS SQUIBB CO | 1,500,000 | $4.5B | 0.42% | |
| 32 | STOKSTOKE THERAPEUTICS INC | 130,000 | $3.7B | 0.34% |