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Casdin Capital 对 BEAM 的持仓历史
BEAM THERAPEUTICS INC · Health Care
最新持仓 (Q2 2026)1.35M 股
申报持仓市值$46.33M
组合权重2.32%
首次申报Q3 2021
最近变动持有
逐季持仓明细
| 季度 | 股数 | 市值 | 变动 |
|---|---|---|---|
| Q3 2021 | 818.82K | $71.25M | 新建 |
| Q4 2021 | 818.82K | $65.25M | 持有 |
| Q1 2022 | 818.82K | $46.92M | 持有 |
| Q2 2022 | 375.00K | $14.52M | 减持 |
| Q3 2022 | 370.00K | $17.63M | 减持 |
| Q4 2022 | 370.00K | $14.47M | 持有 |
| Q1 2023 | 570.00K | $17.45M | 增持 |
| Q2 2023 | 570.00K | $18.20M | 持有 |
| Q3 2023 | 570.00K | $13.71M | 持有 |
| Q4 2023 | 528.00K | $14.37M | 减持 |
| Q1 2024 | 675.00K | $22.30M | 增持 |
| Q2 2024 | 675.00K | $15.82M | 持有 |
| Q3 2024 | 775.00K | $18.99M | 增持 |
| Q4 2024 | 1.25M | $31.00M | 增持 |
| Q1 2025 | 1.43M | $27.84M | 增持 |
| Q2 2025 | 1.45M | $24.66M | 增持 |
| Q3 2025 | 1.60M | $38.83M | 增持 |
| Q4 2025 | 1.60M | $44.35M | 持有 |
| Q1 2026 | 1.35M | $32.17M | 减持 |
| Q2 2026 | 1.35M | $46.33M | 持有 |
折线上的点按变动类型着色；缺失季度表示该季未申报持仓。
其它持有 BEAM 的基金
- Fidelity Management & Research (FMR) 12.61M 股 · $432.74M · Q2 2026
- Farallon Capital Management 10.24M 股 · $351.31M · Q2 2026
- ARK Invest 10.23M 股 · $351.26M · Q2 2026
- BlackRock Inc 9.00M 股 · $308.80M · Q2 2026
- Vanguard Group 9.19M 股 · $254.84M · Q4 2025
- Geode Capital Management 2.60M 股 · $89.14M · Q2 2026
- Morgan Stanley 1.95M 股 · $66.96M · Q2 2026
- Two Sigma Investments 1.39M 股 · $47.64M · Q2 2026
- Goldman Sachs Group 1.31M 股 · $44.96M · Q2 2026
- Northern Trust Corp 933.48K 股 · $32.04M · Q2 2026
- Charles Schwab Investment Management 885.90K 股 · $30.40M · Q2 2026