Casdin Capital, LLC

报告期 2026-03-31 · CIK 0001534261

持仓数

前50大市值合计

$1.32B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q1 21Q4

23Q4 调仓2023-09-30 → 2023-12-31 · 共 22 项建仓 2增持 7减持 9清仓 4

方向

标的

Δ市值

现股数(环比)

增持

RVMD REVOLUTION MEDICINES INC

+$113.8M

5,714,775 +216%

清仓

— EQRX INC

-$87.8M

0 -100%

增持

ILMN ILLUMINA INC

+$40.2M

338,000 +576%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

BLFS BIOLIFE SOLUTIONS INC

减持

SRPT SAREPTA THERAPEUTICS INC

-$25.4M

1,006,500 -0%

增持

RLAY RELAY THERAPEUTICS INC

+$23.1M

7,387,943 +7%

清仓

— MIRATI THERAPEUTICS INC

-$21.7M

0 -100%

减持

GPCR STRUCTURE THERAPEUTICS INC

-$16.4M

1,116,867 -11%

减持

— BLUEPRINT MEDICINES CORP

+$11.5M

326,378 -12%

建仓

NGNE NEUROGENE INC

+$10.2M

524,616

增持

NTLA INTELLIA THERAPEUTICS INC

+$7.0M

1,450,000 +23%

清仓

MXCT MAXCYTE INC

-$5.9M

0 -100%

增持

CDXS CODEXIS INC

+$5.5M

2,000,000 +567%

建仓

SNDX SYNDAX PHARMACEUTICALS INC

+$3.2M

150,000

减持

TNGX TANGO THERAPEUTICS INC

-$3.0M

1,188,349 -9%

清仓

SANA SANA BIOTECHNOLOGY INC

-$2.9M

0 -100%

减持

— 2SEVENTY BIO INC

-$2.9M

1,182,623 -42%

增持

VERV VERVE THERAPEUTICS INC

+$2.8M

3,009,094 +2%

减持

— AVIDITY BIOSCIENCES INC

+$2.7M

1,175,750 -6%

减持

ALNY ALNYLAM PHARMACEUTICALS INC

-$1.6M

195,000 -11%

减持

BEAM BEAM THERAPEUTICS INC

+$663.7K

528,000 -7%

减持

EXAS EXACT SCIENCES CORP

-$272.1K

420,000 -9%