Casdin Capital, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$410.6B
Holdings
26
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SG7SAGE THERAPEUTICS INC | 250,000 | $41.2B | 10.03% | |
| 2 | —FOUNDATION MEDICINE INC | 520,000 | $35.5B | 8.64% | |
| 3 | —LOXO ONCOLOGY INC | 360,000 | $30.3B | 7.38% | |
| 4 | 2L9BLUEPRINT MEDICINES CORP | 348,000 | $26.2B | 6.39% | |
| 5 | —BLUEBIRD BIO INC | 145,000 | $25.8B | 6.29% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 200,000 | $25.4B | 6.19% | |
| 7 | —MYOKARDIA INC | 560,000 | $23.6B | 5.74% | |
| 8 | GBYSANGAMO THERAPEUTICS INC | 1,400,000 | $23.0B | 5.59% | |
| 9 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 515,000 | $20.3B | 4.94% | |
| 10 | VYGRVOYAGER THERAPEUTICS INC | 1,135,000 | $18.8B | 4.59% | |
| 11 | AGIOAGIOS PHARMACEUTICALS INC | 320,000 | $18.3B | 4.46% | Call |
| 12 | FATEFATE THERAPEUTICS INC | 2,600,000 | $15.9B | 3.87% | |
| 13 | —SPARK THERAPEUTICS INC | 302,474 | $15.6B | 3.79% | |
| 14 | CDXSCODEXIS INC | 1,600,000 | $13.4B | 3.25% | |
| 15 | EVHEVOLENT HEALTH INC | 1,077,500 | $13.3B | 3.23% | |
| 16 | —AUDENTES THERAPEUTICS INC | 400,000 | $12.5B | 3.04% | |
| 17 | —GENMARK DIAGNOSTICS INC | 2,730,000 | $11.4B | 2.77% | |
| 18 | ILMNILLUMINA INC | 44,000 | $9.6B | 2.34% | |
| 19 | CLVSEURCLOVIS ONCOLOGY INC | 127,500 | $8.7B | 2.11% | |
| 20 | JNCEEURJOUNCE THERAPEUTICS INC | 475,000 | $6.1B | 1.47% | |
| 21 | EDITEDITAS MEDICINE INC | 133,333 | $4.1B | 1.00% | |
| 22 | CTMXCYTOMX THERAPEUTICS INC | 177,500 | $3.7B | 0.91% | |
| 23 | —SYROS PHARMACEUTICALS INC | 274,074 | $2.7B | 0.65% | |
| 24 | GILDGILEAD SCIENCES INC | 30,000 | $2.1B | 0.52% | |
| 25 | ONCBEIGENE LTD | 18,000 | $1.8B | 0.43% | |
| 26 | OVIDOVID THERAPEUTICS INC | 160,000 | $1.6B | 0.38% |