Casdin vs Driehaus — Portfolio Comparison

Casdin vs Driehaus — Portfolio Comparison | BiotechEdge

Converging (7)

Funds agree

Positions where all selected funds are moving in the same direction — all adding or all trimming.

Ticker	Company	Casdin	Driehaus
RVMD	Revolution Medicines Inc.	Trimmed$XX.XM	Trimmed$XX.XM
RLAY	Relay Therapeutics Inc.	Added$XX.XM	New$XX.XM
SRRK	Scholar Rock Holding Corp.	New$XX.XM	Added$XX.XM
BEIGF	BeOne Medicines Ltd.	New$XX.XM	Added$XX.XM
RXDX	Prometheus Biosciences Inc.	New$XX.XM	New$XX.XM
ABCL	AbCellera Biologics Inc.	New$XX.XM	Added$XX.XM
TWST	Twist Bioscience Corporation	New$XX.XM	Added$XX.XM

Held by all 2 funds

Ticker	Company	Casdin	Driehaus
WGSWW	GeneDx Holdings Corp.	Held$XX.XM	Trimmed$XX.XM
SEPN	Septerna, Inc.	Held$XX.XM	Trimmed$XX.XM
RNA	Avidity Biosciences Inc.	Held$XX.XM	Added$XX.XM
ILMN	Illumina Inc.	Held$XX.XM	Added$XX.XM
MAZE	Maze Therapeutics, Inc.	Held$XX.XM	Held$XX.XM
HIMS	Hims & Hers Health, Inc.	Held$XX.XM	Added$XX.XM
IPSC	Century Therapeutics, Inc.	Held$XX.XM	Added$XX.XM
SPRY	ARS Pharmaceuticals, Inc.	Held$XX.XM	New$XX.XM
INCY	Incyte Corporation	Held$XX.XM	Added$XX.XM

Funds disagree

Positions where selected funds are taking different actions — one adding while another trims.

Ticker	Company	Casdin	Driehaus
GH	Guardant Health Inc.	Added$XX.XM	Trimmed$XX.XM
GPCR	Structure Therapeutics Inc.	Trimmed$XX.XM	Added$XX.XM
ALNY	Alnylam Pharmaceuticals Inc.	New$XX.XM	Trimmed$XX.XM
BPMC	Blueprint Medicines Corporation	Trimmed$XX.XM	Added$XX.XM
VCYT	Veracyte, Inc.	Trimmed$XX.XM	Added$XX.XM

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