Casdin Capital, LLC Buys Blueprint Medicines Corp, Twist Bioscience Corp, Gilead Sciences Inc, Sells Audentes Therapeutics Inc, Illumina Inc, Deciphera Pharmaceuticals Inc

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Jun 18, 2020
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Investment company Casdin Capital, LLC (Current Portfolio) buys Blueprint Medicines Corp, Twist Bioscience Corp, Gilead Sciences Inc, CRISPR Therapeutics AG, Adverum Biotechnologies Inc, sells Audentes Therapeutics Inc, Illumina Inc, Deciphera Pharmaceuticals Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Casdin Capital, LLC. As of 2020Q1, Casdin Capital, LLC owns 34 stocks with a total value of $886 million. These are the details of the buys and sells.

For the details of Casdin Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/casdin+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Casdin Capital, LLC
  1. Blueprint Medicines Corp (BPMC) - 1,550,000 shares, 10.23% of the total portfolio. Shares added by 64.89%
  2. Sarepta Therapeutics Inc (SRPT) - 670,000 shares, 7.40% of the total portfolio.
  3. Alnylam Pharmaceuticals Inc (ALNY) - 585,000 shares, 7.19% of the total portfolio. Shares added by 13.59%
  4. Fate Therapeutics Inc (FATE) - 2,550,000 shares, 6.39% of the total portfolio.
  5. Codexis Inc (CDXS) - 5,073,780 shares, 6.39% of the total portfolio.
New Purchase: Gilead Sciences Inc (GILD)

Casdin Capital, LLC initiated holding in Gilead Sciences Inc. The purchase prices were between $62.63 and $80.22, with an estimated average price of $68.92. The stock is now traded at around $74.04. The impact to a portfolio due to this purchase was 1.48%. The holding were 175,000 shares as of .

New Purchase: CRISPR Therapeutics AG (CRSP)

Casdin Capital, LLC initiated holding in CRISPR Therapeutics AG. The purchase prices were between $33.68 and $62.53, with an estimated average price of $51.94. The stock is now traded at around $67.34. The impact to a portfolio due to this purchase was 1.28%. The holding were 266,430 shares as of .

New Purchase: Adverum Biotechnologies Inc (ADVM)

Casdin Capital, LLC initiated holding in Adverum Biotechnologies Inc. The purchase prices were between $7.98 and $16.32, with an estimated average price of $11.72. The stock is now traded at around $24.31. The impact to a portfolio due to this purchase was 1.24%. The holding were 1,125,000 shares as of .

New Purchase: Zai Lab Ltd (ZLAB)

Casdin Capital, LLC initiated holding in Zai Lab Ltd. The purchase prices were between $39.1 and $62.9, with an estimated average price of $52.1. The stock is now traded at around $75.88. The impact to a portfolio due to this purchase was 1.1%. The holding were 190,000 shares as of .

New Purchase: Allogene Therapeutics Inc (ALLO)

Casdin Capital, LLC initiated holding in Allogene Therapeutics Inc. The purchase prices were between $18.22 and $28.25, with an estimated average price of $23.87. The stock is now traded at around $41.80. The impact to a portfolio due to this purchase was 1.1%. The holding were 500,000 shares as of .

Added: Blueprint Medicines Corp (BPMC)

Casdin Capital, LLC added to a holding in Blueprint Medicines Corp by 64.89%. The purchase prices were between $48.11 and $82.22, with an estimated average price of $64.89. The stock is now traded at around $76.32. The impact to a portfolio due to this purchase was 4.03%. The holding were 1,550,000 shares as of .

Added: Twist Bioscience Corp (TWST)

Casdin Capital, LLC added to a holding in Twist Bioscience Corp by 233.33%. The purchase prices were between $19.71 and $35.15, with an estimated average price of $26.78. The stock is now traded at around $40.55. The impact to a portfolio due to this purchase was 2.42%. The holding were 1,000,000 shares as of .

Added: Adaptive Biotechnologies Corp (ADPT)

Casdin Capital, LLC added to a holding in Adaptive Biotechnologies Corp by 71.26%. The purchase prices were between $16.96 and $34.16, with an estimated average price of $27.98. The stock is now traded at around $44.57. The impact to a portfolio due to this purchase was 1.04%. The holding were 793,125 shares as of .

Added: Agios Pharmaceuticals Inc (AGIO)

Casdin Capital, LLC added to a holding in Agios Pharmaceuticals Inc by 29.70%. The purchase prices were between $31.52 and $53.81, with an estimated average price of $46.42. The stock is now traded at around $48.00. The impact to a portfolio due to this purchase was 0.98%. The holding were 1,070,000 shares as of .

Added: Sage Therapeutics Inc (SAGE)

Casdin Capital, LLC added to a holding in Sage Therapeutics Inc by 67.39%. The purchase prices were between $26.15 and $77.24, with an estimated average price of $58.57. The stock is now traded at around $40.13. The impact to a portfolio due to this purchase was 0.5%. The holding were 385,000 shares as of .

Sold Out: Audentes Therapeutics Inc (BOLD)

Casdin Capital, LLC sold out a holding in Audentes Therapeutics Inc. The sale prices were between $59.83 and $60, with an estimated average price of $59.94.



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