Casdin Capital 组合持仓
Casdin Capital 13F filer (CIK 0001534261).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q4 2023 · 36 个持仓 · 总申报市值 $1.02B · 前十大集中度 71.8%
换手率： 24.4% · 5 新建 · 3 减仓 · 3 清仓
在 Q4 2023 的 13F 申报中，Casdin Capital 披露了 36 个股票持仓，合计申报市值 $1.02B。前十大持仓占申报市值的 71.8%，组合属于集中型。HoldingsHub 将其风格标签归纳为 Mid / Focused / Health Tilt / High Turnover。
截至 Q4 2023，最大的披露持仓包括 RVMD（$163.90M）、BLFS（$141.49M）、SRPT（$97.06M）。行业分布上，占比最高的板块为 Health Care 84.1%, 工业 1.9%。较上一季度，板块上主要增配 Health Care（+11.9 个百分点），同时减配 Other（-12.4 个百分点）。
与上一季度相比，Casdin Capital 新建 5 个仓位、减持 3 个、清仓 3 个，换手率约 24.4%。持仓组合与上季度的重合率约为 85%。
以上数据来自该基金的 SEC 13F 申报。13F 需在季度结束后 45 天内提交，仅涵盖 10 万美元以上的多头持仓，不含空头与非 13F 资产类别，因此本页反映的是季末快照，并非基金的实时持仓。
| # | 代码 | 公司 | 股数 | 市值 | 权重 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | 5.71M | $163.90M | 16.09% | 增持 |
| 2 | BLFS | BIOLIFE SOLUTIONS INC | 8.71M | $141.49M | 13.89% | 增持 |
| 3 | SRPT | SAREPTA THERAPEUTICS INC | 1.01M | $97.06M | 9.53% | 持有 |
| 4 | RLAY | RELAY THERAPEUTICS INC | 7.39M | $81.34M | 7.99% | 增持 |
| 5 | ILMN | ILLUMINA INC | 338.00K | $47.06M | 4.62% | 增持 |
| 6 | GPCR | STRUCTURE THERAPEUTICS INC | 1.12M | $45.52M | 4.47% | 减持 |
| 7 | NTLA | INTELLIA THERAPEUTICS INC | 1.45M | $44.21M | 4.34% | 增持 |
| 8 | VERV | VERVE THERAPEUTICS INC | 3.01M | $41.95M | 4.12% | 增持 |
| 9 | ALNY | ALNYLAM PHARMACEUTICALS INC | 195.00K | $37.32M | 3.66% | 减持 |
| 10 | SLGC | SOMALOGIC INC | 12.60M | $31.89M | 3.13% | 持有 |
| 11 | EXAS | EXACT SCIENCES CORP | 420.00K | $31.07M | 3.05% | 减持 |
| 12 | BPMC | BLUEPRINT MEDICINES CORP | 326.38K | $30.11M | 2.96% | 减持 |
| 13 | PLRX | PLIANT THERAPEUTICS INC | 1.58M | $28.56M | 2.80% | 持有 |
| 14 | DNLI | DENALI THERAPEUTICS INC | 1.30M | $27.90M | 2.74% | 持有 |
| 15 | FDMT | 4D MOLECULAR THERAPEUTICS IN | 1.03M | $20.95M | 2.06% | 持有 |
| 16 | TNYA | TENAYA THERAPEUTICS INC | 6.38M | $20.68M | 2.03% | 持有 |
| 17 | BEAM | BEAM THERAPEUTICS INC | 528.00K | $14.37M | 1.41% | 减持 |
| 18 | ABCL | ABCELLERA BIOLOGICS INC | 2.36M | $13.48M | 1.32% | 持有 |
| 19 | TNGX | TANGO THERAPEUTICS INC | 1.19M | $11.76M | 1.16% | 减持 |
| 20 | IPSC | CENTURY THERAPEUTICS INC | 3.21M | $10.65M | 1.04% | 持有 |
| 21 | RNA | ATRIUM THERAPEUTICS INC | 1.18M | $10.64M | 1.04% | 减持 |
| 22 | NGNE | NEUROGENE INC | 524.62K | $10.17M | 1.00% | 新建 |
| 23 | PACB | PACIFIC BIOSCIENCES CALIF IN | 1.04M | $10.16M | 1.00% | 持有 |
| 24 | WGS | GENEDX HOLDINGS CORP | 3.10M | $8.51M | 0.84% | 持有 |
| 25 | FATE | FATE THERAPEUTICS INC | 2.05M | $7.67M | 0.75% | 持有 |
| 26 | CDXS | CODEXIS INC | 2.00M | $6.10M | 0.60% | 增持 |
| 27 | TSVT | 2SEVENTY BIO INC | 1.18M | $5.05M | 0.50% | 减持 |
| 28 | ABSI | ABSCI CORPORATION | 973.26K | $4.09M | 0.40% | 持有 |
| 29 | PRME | PRIME MEDICINE INC | 367.18K | $3.25M | 0.32% | 持有 |
| 30 | SNDX | SYNDAX PHARMACEUTICALS INC | 150.00K | $3.24M | 0.32% | 新建 |
| 31 | GLUE | MONTE ROSA THERAPEUTICS INC | 510.88K | $2.89M | 0.28% | 持有 |
| 32 | LAB | STANDARD BIOTOOLS INC | 1.20M | $2.65M | 0.26% | 持有 |
| 33 | EXAI | EXSCIENTIA PLC | 213.90K | $1.37M | 0.14% | 持有 |
| 34 | LIANY | LIANBIO | 206.41K | $922.67K | 0.09% | 持有 |
| 35 | OMIC | SINGULAR GENOMICS SYSTEMS IN | 1.32M | $609.12K | 0.06% | 持有 |
| 36 | KRON | KRONOS BIO INC | 123.84K | $154.80K | 0.01% | 持有 |