Casdin Capital, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$942.0B
Holdings
38
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (38 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 2L9BLUEPRINT MEDICINES CORP | 1,550,000 | $90.6B | 9.62% | |
| 2 | SRPTSAREPTA THERAPEUTICS INC | 670,000 | $65.5B | 6.96% | |
| 3 | ALNYALNYLAM PHARMACEUTICALS INC | 585,000 | $63.7B | 6.76% | |
| 4 | FATEFATE THERAPEUTICS INC | 2,550,000 | $56.6B | 6.01% | |
| 5 | CDXSCODEXIS INC | 5,073,780 | $56.6B | 6.01% | |
| 6 | —BLUEBIRD BIO INC | 1,105,000 | $50.8B | 5.39% | |
| 7 | NVTA1EURINVITAE CORP | 3,478,388 | $47.5B | 5.05% | |
| 8 | —MYOKARDIA INC | 995,000 | $46.6B | 4.95% | |
| 9 | AGIOAGIOS PHARMACEUTICALS INC | 1,070,000 | $38.0B | 4.03% | |
| 10 | —CONSTELLATION PHARMCETICLS I | 980,000 | $30.8B | 3.27% | |
| 11 | TWSTTWIST BIOSCIENCE CORP | 1,000,000 | $30.6B | 3.25% | |
| 12 | RVMDREVOLUTION MEDICINES INC | 1,319,536 | $28.9B | 3.07% | |
| 13 | CDNACAREDX INC | 1,294,335 | $28.3B | 3.00% | |
| 14 | ALECALECTOR INC | 1,076,039 | $26.0B | 2.76% | |
| 15 | DNLIDENALI THERAPEUTICS INC | 1,455,000 | $25.5B | 2.70% | |
| 16 | BLFSBIOLIFE SOLUTIONS INC | 2,468,571 | $23.5B | 2.49% | |
| 17 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 793,125 | $22.0B | 2.34% | |
| 18 | —MAGENTA THERAPEUTICS INC | 2,971,034 | $18.7B | 1.98% | |
| 19 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 300,000 | $15.3B | 1.63% | |
| 20 | FULCFULCRUM THERAPEUTICS INC | 1,209,285 | $14.4B | 1.53% | |
| 21 | —GENMARK DIAGNOSTICS INC | 3,365,000 | $13.9B | 1.47% | |
| 22 | 2JQGRITSTONE ONCOLOGY INC | 2,270,000 | $13.2B | 1.40% | |
| 23 | GILDGILEAD SCIENCES INC | 175,000 | $13.1B | 1.39% | |
| 24 | CRSPCRISPR THERAPEUTICS AG | 266,430 | $11.3B | 1.20% | |
| 25 | SG7SAGE THERAPEUTICS INC | 385,000 | $11.1B | 1.17% | |
| 26 | ADVMCHFADVERUM BIOTECHNOLOGIES INC | 1,125,000 | $11.0B | 1.17% | |
| 27 | VYGRVOYAGER THERAPEUTICS INC | 1,095,075 | $10.0B | 1.06% | |
| 28 | ZLABZAI LAB LTD | 190,000 | $9.8B | 1.04% | |
| 29 | ALLOALLOGENE THERAPEUTICS INC | 500,000 | $9.7B | 1.03% | |
| 30 | BMY-RBRISTOL-MYERS SQUIBB CO | 2,500,000 | $9.5B | 1.01% | |
| 31 | GBYSANGAMO THERAPEUTICS INC | 1,455,000 | $9.3B | 0.98% | |
| 32 | ILMNILLUMINA INC | 30,000 | $8.2B | 0.87% | |
| 33 | ORTXUSDORCHARD THERAPEUTICS PLC | 975,000 | $7.3B | 0.78% | |
| 34 | BDTXBLACK DIAMOND THERAPEUTICS I | 289,395 | $7.2B | 0.77% | |
| 35 | DCPHEURDECIPHERA PHARMACEUTICALS IN | 140,000 | $5.8B | 0.61% | |
| 36 | DMTKQDERMTECH INC | 571,713 | $5.6B | 0.60% | |
| 37 | —TURNING POINT THERAPEUTICS I | 75,000 | $3.4B | 0.36% | |
| 38 | STOKSTOKE THERAPEUTICS INC | 120,000 | $2.7B | 0.29% |