Casdin Capital, LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$1.2T
Holdings
40
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —EQRX INC | 39,527,669 | $185.4B | 15.67% | |
| 2 | ALNYALNYLAM PHARMACEUTICALS INC | 805,000 | $117.4B | 9.93% | |
| 3 | BLFSBIOLIFE SOLUTIONS INC | 7,566,292 | $104.5B | 8.83% | |
| 4 | RLAYRELAY THERAPEUTICS INC | 4,068,574 | $68.1B | 5.76% | |
| 5 | MXCTGBXMAXCYTE INC | 13,971,334 | $66.1B | 5.59% | |
| 6 | 2L9BLUEPRINT MEDICINES CORP | 1,150,000 | $58.1B | 4.91% | |
| 7 | SLGCUSDSOMALOGIC INC | 12,389,082 | $56.0B | 4.73% | |
| 8 | FATEFATE THERAPEUTICS INC | 2,100,000 | $52.0B | 4.40% | |
| 9 | SRPTSAREPTA THERAPEUTICS INC | 650,000 | $48.7B | 4.12% | |
| 10 | VERVVERVE THERAPEUTICS INC | 3,138,167 | $48.0B | 4.05% | |
| 11 | RVMDREVOLUTION MEDICINES INC | 2,370,000 | $46.2B | 3.91% | |
| 12 | DNLIDENALI THERAPEUTICS INC | 1,500,000 | $44.1B | 3.73% | |
| 13 | IPSCCENTURY THERAPEUTICS INC | 3,206,380 | $26.9B | 2.28% | |
| 14 | ABSIABSCI CORPORATION | 7,718,593 | $25.6B | 2.17% | |
| 15 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 800,000 | $25.6B | 2.16% | |
| 16 | SMFRUSDSEMA4 HOLDINGS CORP | 16,437,500 | $20.7B | 1.75% | |
| 17 | TNYATENAYA THERAPEUTICS INC | 3,586,818 | $20.2B | 1.71% | |
| 18 | EXASEXACT SCIENCES CORP | 450,000 | $17.7B | 1.50% | |
| 19 | TWSTTWIST BIOSCIENCE CORP | 500,000 | $17.5B | 1.48% | |
| 20 | AGIOAGIOS PHARMACEUTICALS INC | 785,000 | $17.4B | 1.47% | |
| 21 | TNGXTANGO THERAPEUTICS INC | 3,500,000 | $15.9B | 1.34% | |
| 22 | BEAMBEAM THERAPEUTICS INC | 375,000 | $14.5B | 1.23% | |
| 23 | GHGUARDANT HEALTH INC | 272,500 | $11.0B | 0.93% | |
| 24 | KRTXKARUNA THERAPEUTICS INC | 85,000 | $10.8B | 0.91% | |
| 25 | TSVT*2SEVENTY BIO INC | 614,754 | $8.1B | 0.69% | |
| 26 | ABCLABCELLERA BIOLOGICS INC | 750,000 | $8.0B | 0.68% | |
| 27 | EXAIEUREXSCIENTIA PLC | 663,900 | $7.2B | 0.61% | |
| 28 | MRTXEURMIRATI THERAPEUTICS INC | 97,000 | $6.5B | 0.55% | |
| 29 | GLUEMONTE ROSA THERAPEUTICS INC | 510,882 | $4.9B | 0.42% | |
| 30 | TCE2CELLDEX THERAPEUTICS INC NEW | 165,000 | $4.4B | 0.38% | |
| 31 | PMVPPMV PHARMACEUTICALS INC | 300,000 | $4.3B | 0.36% | |
| 32 | GBYSANGAMO THERAPEUTICS INC | 1,000,000 | $4.1B | 0.35% | |
| 33 | FDMT4D MOLECULAR THERAPEUTICS IN | 555,455 | $3.9B | 0.33% | |
| 34 | —SINGULAR GENOMICS SYSTEMS IN | 865,722 | $3.3B | 0.28% | |
| 35 | —MAGENTA THERAPEUTICS INC | 2,415,000 | $2.9B | 0.25% | |
| 36 | ORICORIC PHARMACEUTICALS INC | 601,515 | $2.7B | 0.23% | |
| 37 | NVTA1EURINVITAE CORP | 1,038,388 | $2.5B | 0.21% | |
| 38 | —SCIENCE 37 HOLDINGS INC | 225,000 | $452.0M | 0.04% | |
| 39 | KRON1USDKRONOS BIO INC | 123,839 | $451.0M | 0.04% | |
| 40 | LIANYLIANBIO | 206,415 | $446.0M | 0.04% |