Casdin Capital

Latest statistics and disclosures from Casdin Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are WGS, RVMD, BLFS, LAB, RLAY, and represent 59.88% of Casdin Capital's stock portfolio.
  • Added to shares of these 10 stocks: GH (+$29M), TXG (+$23M), DNLI (+$16M), LAB (+$14M), RLAY (+$14M), DXCM (+$12M), SRRK (+$12M), CI (+$11M), ILMN (+$9.8M), DGX (+$8.7M).
  • Started 7 new stock positions in DXCM, SRRK, LEGN, CI, TSHA, DGX, TXG.
  • Reduced shares in these 5 stocks: RNA (-$56M), GPCR (-$26M), BLFS (-$18M), RVMD (-$5.6M), .
  • Sold out of its position in EXAS.
  • Casdin Capital was a net buyer of stock by $78M.
  • Casdin Capital has $1.6B in assets under management (AUM), dropping by 34.24%.
  • Central Index Key (CIK): 0001534261

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Portfolio Holdings for Casdin Capital

Casdin Capital holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Genedx Holdings Corp Com Cl A (WGS) 24.3 $391M 3.0M 130.06
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Revolution Medicines (RVMD) 12.8 $205M -2% 2.6M 79.65
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Biolife Solutions Com New (BLFS) 8.9 $144M -11% 6.0M 24.18
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D Fluidigm Corp Del (LAB) 7.1 $114M +14% 89M 1.28
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Relay Therapeutics (RLAY) 6.8 $110M +14% 13M 8.46
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Structure Therapeutics Sponsored Ads (GPCR) 5.1 $82M -24% 1.2M 69.55
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Illumina (ILMN) 4.9 $79M +14% 600k 131.16
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Avidity Biosciences Ord (RNA) 4.5 $72M -43% 1.0M 72.13
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Beam Therapeutics (BEAM) 2.8 $44M 1.6M 27.72
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Guardant Health (GH) 2.4 $39M +280% 380k 102.14
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Maze Therapeatics (MAZE) 2.0 $31M 759k 41.43
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Denali Therapeutics (DNLI) 1.9 $30M +106% 1.8M 16.51
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Alnylam Pharmaceuticals (ALNY) 1.9 $30M +36% 75k 397.65
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Neurogene (NGNE) 1.7 $27M 1.3M 20.60
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10x Genomics Cl A Com (TXG) 1.4 $23M NEW 1.4M 16.31
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Silverback Therapeutics (SPRY) 1.2 $19M 1.6M 11.65
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Tempus Ai Cl A (TEM) 1.1 $17M 294k 59.05
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UnitedHealth (UNH) 1.0 $17M +100% 50k 330.11
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Septerna (SEPN) 1.0 $15M 553k 27.88
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Hims & Hers Health Com Cl A (HIMS) 0.8 $13M +67% 385k 32.47
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Veracyte (VCYT) 0.7 $12M 276k 42.10
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Dex (DXCM) 0.7 $12M NEW 175k 66.37
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Scholar Rock Hldg Corp (SRRK) 0.7 $12M NEW 260k 44.05
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Cigna Corp (CI) 0.7 $11M NEW 40k 275.23
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Prime Medicine (PRME) 0.7 $11M 3.2M 3.47
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Incyte Corporation (INCY) 0.6 $9.9M 100k 98.77
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Quest Diagnostics Incorporated (DGX) 0.5 $8.7M NEW 50k 173.53
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Taysha Gene Therapies Com Shs (TSHA) 0.5 $8.3M NEW 1.5M 5.50
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Pacific Biosciences of California (PACB) 0.5 $7.9M +483% 4.2M 1.87
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Legend Biotech Corp Sponsored Ads (LEGN) 0.3 $4.7M NEW 215k 21.74
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Bridgebio Oncology Therapeut Com New (BBOT) 0.2 $3.5M 282k 12.52
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Absci Corp (ABSI) 0.2 $3.4M 973k 3.49
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Contineum Therapeutics Cl A (CTNM) 0.1 $1.7M 148k 11.43
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Monte Rosa Therapeutics (GLUE) 0.1 $1.3M 86k 15.68
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Century Therapeutics (IPSC) 0.1 $1.2M 1.2M 0.99
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Recursion Pharmaceuticals In Cl A (RXRX) 0.0 $676k 165k 4.09
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Ginkgo Bioworks Holdings Cl A New (DNA) 0.0 $303k 37k 8.31
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Tenaya Therapeutics (TNYA) 0.0 $258k 362k 0.71
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Past Filings by Casdin Capital

SEC 13F filings are viewable for Casdin Capital going back to 2015

View all past filings